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

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 3 shares of IWD stock, worth $613. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 3 -0.0%

Holding current value

$613

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$166.82 - $194.23 $156,143 - $181,799	-936 Reduced 99.68%	3 $0
Q1 2025 May 01, 2025	BUY	$182.82 - $196.21 $21,207 - $22,760	116 Added 14.09%	939 $176,000
Q4 2024 Jan 28, 2025	BUY	$183.23 - $199.79 $150,798 - $164,427	823 New	823 $152,000
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

1,979

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

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