A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 240 shares of IWO stock, worth $74,347. This represents 0.03% of its overall portfolio holdings.

Number of Shares
240
Previous 240 -0.0%
Holding current value
$74,347
Previous $63,000 7.94%
% of portfolio
0.03%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$239.5 - $270.8 $57,480 - $64,992
240 New
240 $64,000
Q3 2023

Oct 20, 2023

SELL
$221.24 - $254.04 $8,849 - $10,161
-40 Reduced 25.64%
116 $26,000
Q2 2023

Aug 09, 2023

BUY
$219.8 - $242.66 $34,288 - $37,854
156 New
156 $37,000
Q4 2022

Feb 10, 2023

BUY
$205.84 - $231.03 $23,465 - $26,337
114 Added 73.08%
270 $57,000
Q3 2022

Oct 27, 2022

BUY
$202.93 - $248.43 $31,657 - $38,755
156 New
156 $32,000
Q3 2020

Oct 23, 2020

SELL
$203.91 - $230.98 $297,096 - $336,537
-1,457 Closed
0 $0
Q2 2020

Jul 16, 2020

BUY
$145.61 - $213.67 $212,153 - $311,317
1,457 New
1,457 $301,000
Q1 2020

Apr 23, 2020

SELL
$135.58 - $225.25 $192,794 - $320,305
-1,422 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$186.63 - $216.19 $131,760 - $152,630
706 Added 98.6%
1,422 $296,000
Q3 2019

Oct 18, 2019

SELL
$189.94 - $205.08 $7,597 - $8,203
-40 Reduced 5.29%
716 $139,000
Q2 2019

Aug 01, 2019

SELL
$187.22 - $206.14 $147,154 - $162,026
-786 Reduced 50.97%
756 $151,000
Q1 2019

May 15, 2019

BUY
$164.26 - $202.05 $253,288 - $311,561
1,542 New
1,542 $303,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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