A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 1,364 shares of IVW stock, worth $136,290. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,364
Previous 2,111 35.39%
Holding current value
$136,290
Previous $195,000 33.33%
% of portfolio
0.06%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$84.77 - $97.13 $63,323 - $72,556
-747 Reduced 35.39%
1,364 $130,000
Q2 2024

Jul 15, 2024

SELL
$79.31 - $93.31 $3,886 - $4,572
-49 Reduced 2.27%
2,111 $195,000
Q1 2024

Apr 19, 2024

BUY
$72.87 - $85.14 $157,399 - $183,902
2,160 New
2,160 $182,000
Q3 2023

Oct 20, 2023

SELL
$68.05 - $72.66 $19,054 - $20,344
-280 Reduced 6.33%
4,145 $283,000
Q2 2023

Aug 09, 2023

BUY
$63.21 - $70.48 $20,543 - $22,906
325 Added 7.93%
4,425 $311,000
Q1 2023

May 05, 2023

SELL
$57.25 - $63.89 $65,723 - $73,345
-1,148 Reduced 21.88%
4,100 $261,000
Q4 2022

Feb 10, 2023

SELL
$56.73 - $63.56 $6,070 - $6,800
-107 Reduced 2.0%
5,248 $307,000
Q3 2022

Oct 27, 2022

BUY
$57.85 - $71.43 $5,553 - $6,857
96 Added 1.83%
5,355 $310,000
Q2 2022

Aug 09, 2022

SELL
$58.13 - $77.8 $84,695 - $113,354
-1,457 Reduced 21.69%
5,259 $320,000
Q1 2022

Apr 13, 2022

SELL
$68.33 - $84.32 $21,250 - $26,223
-311 Reduced 4.43%
6,716 $513,000
Q4 2021

Jan 18, 2022

SELL
$73.18 - $84.81 $11,855 - $13,739
-162 Reduced 2.25%
7,027 $588,000
Q3 2021

Oct 18, 2021

SELL
$72.99 - $79.0 $13,284 - $14,378
-182 Reduced 2.47%
7,189 $531,000
Q2 2021

Jul 15, 2021

BUY
$65.96 - $72.81 $79,283 - $87,517
1,202 Added 19.48%
7,371 $536,000
Q1 2021

Apr 12, 2021

BUY
$61.43 - $67.25 $29,854 - $32,683
486 Added 8.55%
6,169 $402,000
Q4 2020

Jan 13, 2021

BUY
$56.17 - $63.82 $238,329 - $270,788
4,243 Added 294.65%
5,683 $363,000
Q3 2020

Oct 23, 2020

BUY
$52.42 - $62.43 $4,088 - $4,869
78 Added 5.73%
1,440 $333,000
Q2 2020

Jul 16, 2020

SELL
$39.5 - $52.48 $7,702 - $10,233
-195 Reduced 12.52%
1,362 $283,000
Q1 2020

Apr 23, 2020

SELL
$36.14 - $52.65 $10,805 - $15,742
-299 Reduced 16.11%
1,557 $257,000
Q4 2019

Feb 05, 2020

SELL
$43.72 - $48.62 $2,229 - $2,479
-51 Reduced 2.67%
1,856 $353,000
Q3 2019

Oct 18, 2019

BUY
$43.49 - $46.27 $3,740 - $3,979
86 Added 4.72%
1,907 $342,000
Q2 2019

Aug 01, 2019

BUY
$41.95 - $45.26 $31,378 - $33,854
748 Added 69.71%
1,821 $326,000
Q1 2019

May 15, 2019

BUY
$36.63 - $43.33 $39,303 - $46,493
1,073 New
1,073 $183,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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