Coastal Investment Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

Coastal Investment Advisors, Inc.

$212 Million
Q1 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 931 shares of IWP stock, worth $123,767. This represents 0.05% of its overall portfolio holdings.

Number of Shares

931

Previous 784 18.75%

Holding current value

$123,767

Previous $99,000 10.1%

% of portfolio

0.05%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$114.9 - $139.6 $16,890 - $20,521	147 Added 18.75%	931 $109,000
Q4 2024 Jan 28, 2025	BUY	$116.4 - $138.52 $90,442 - $107,630	777 Added 11100.0%	784 $99,000
Q3 2024 Oct 29, 2024	BUY	$103.87 - $117.59 $727 - $823	7 New	7 $0
Q2 2023 Aug 09, 2023	BUY	$87.72 - $96.63 $49,298 - $54,306	562 New	562 $54,000
Q4 2022 Feb 10, 2023	BUY	$77.4 - $89.88 $5,495 - $6,381	71 Added 18.54%	454 $37,000
Q3 2022 Oct 27, 2022	BUY	$78.02 - $94.38 $29,881 - $36,147	383 New	383 $30,000
Q1 2020 Apr 23, 2020	SELL	$52.32 - $81.58 $19,515 - $30,429	-373 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	N/A	298 Added 397.33%	373 $54,000
Q1 2019 May 15, 2019	BUY	N/A	75 New	75 $10,000

Others Institutions Holding IWP

# of Institutions

1,212

Shares Held

119M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Coastal Investment Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History