Coastal Investment Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 34 shares of IUSV stock, worth $3,102. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 35 2.86%

Holding current value

$3,102

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$87.56 - $95.49 $87 - $95	-1 Reduced 2.86%	34 $3,000
Q2 2024 Jul 15, 2024	SELL	$85.39 - $90.42 $7,258 - $7,685	-85 Reduced 70.83%	35 $3,000
Q1 2024 Apr 19, 2024	BUY	$82.87 - $90.44 $9,944 - $10,852	120 New	120 $10,000
Q2 2023 Aug 09, 2023	BUY	$72.65 - $78.26 $8,645 - $9,312	119 New	119 $9,000
Q4 2022 Feb 10, 2023	BUY	$63.23 - $73.93 $17,388 - $20,330	275 Added 233.05%	393 $27,000
Q3 2022 Oct 27, 2022	BUY	$62.61 - $73.64 $7,387 - $8,689	118 New	118 $7,000
Q4 2019 Feb 05, 2020	SELL	$55.95 - $63.08 $3,077 - $3,469	-55 Closed	0 $0
Q3 2019 Oct 18, 2019	BUY	$54.3 - $58.65 $54 - $58	1 Added 1.85%	55 $3,000
Q2 2019 Aug 01, 2019	BUY	$52.68 - $57.18 $2,844 - $3,087	54 New	54 $3,000

Others Institutions Holding IUSV

# of Institutions

730

Shares Held

163M

Call Options Held

2.8K

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

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Coastal Investment Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History