Coastal Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Coastal Investment Advisors, Inc.

  • $211 Million
  • Q3 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$169.4 - $179.05 $367,936 - $388,896
-2,172 Reduced 78.47%
596 $103,000
Q1 2024

Apr 19, 2024
BUY
$161.84 - $179.11 $447,973 - $495,776
2,768 New
2,768 $495,000
Q2 2023

Aug 09, 2023
BUY
$148.55 - $157.83 $165,781 - $176,138
1,116 New
1,116 $176,000
Q4 2022

Feb 10, 2023
BUY
$136.78 - $158.99 $6,975 - $8,108
51 Added 0.31%
16,609 $2.52 Million
Q3 2022

Oct 27, 2022
BUY
$135.99 - $161.15 $133,950 - $158,732
985 Added 6.33%
16,558 $2.25 Million
Q2 2022

Aug 09, 2022
SELL
$140.99 - $168.41 $281,416 - $336,146
-1,996 Reduced 11.36%
15,573 $2.29 Million
Q1 2022

Apr 13, 2022
SELL
$157.15 - $170.51 $411,418 - $446,395
-2,618 Reduced 12.97%
17,569 $2.92 Million
Q4 2021

Jan 18, 2022
BUY
$157.12 - $168.08 $91,129 - $97,486
580 Added 2.96%
20,187 $3.39 Million
Q3 2021

Oct 18, 2021
BUY
$154.62 - $164.07 $38,809 - $41,181
251 Added 1.3%
19,607 $3.07 Million
Q2 2021

Jul 15, 2021
BUY
$152.86 - $162.4 $127,943 - $135,928
837 Added 4.52%
19,356 $3.07 Million
Q1 2021

Apr 12, 2021
BUY
$134.89 - $153.0 $1.16 Million - $1.31 Million
8,583 Added 86.38%
18,519 $2.81 Million
Q4 2020

Jan 13, 2021
BUY
$115.84 - $136.73 $1.15 Million - $1.36 Million
9,936 New
9,936 $1.36 Million
Q1 2020

Apr 23, 2020
SELL
$85.17 - $138.52 $498,755 - $811,173
-5,856 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$123.85 - $136.67 $484,625 - $534,789
3,913 Added 201.39%
5,856 $782,000
Q3 2019

Oct 18, 2019
BUY
$127.92 - $130.25 $136,362 - $138,846
1,066 Added 121.55%
1,943 $249,000
Q2 2019

Aug 01, 2019
BUY
N/A
801 Added 1053.95%
877 $112,000
Q1 2019

May 15, 2019
BUY
N/A
76 New
76 $10,000

Others Institutions Holding IWD

# of Institutions
1,715
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email