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

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 519 shares of IWR stock, worth $46,450. This represents 0.02% of its overall portfolio holdings.

Number of Shares
519
Previous 519 -0.0%
Holding current value
$46,450
Previous $45,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 29, 2024
SELL
$79.92 - $88.19 $13,026 - $14,374
-163 Reduced 23.9%
519 $45,000
Q1 2024

Apr 19, 2024
BUY
$75.37 - $84.09 $51,402 - $57,349
682 New
682 $57,000
Q2 2023

Aug 09, 2023
BUY
$67.49 - $73.03 $65,802 - $71,204
975 New
975 $71,000
Q4 2022

Feb 10, 2023
SELL
$62.09 - $71.89 $4,843 - $5,607
-78 Reduced 6.18%
1,184 $79,000
Q3 2022

Oct 27, 2022
SELL
$62.15 - $74.82 $10.5 Million - $12.6 Million
-168,579 Reduced 99.26%
1,262 $78,000
Q2 2022

Aug 09, 2022
SELL
$62.75 - $78.76 $56,475 - $70,884
-900 Reduced 0.53%
169,841 $11.1 Million
Q1 2022

Apr 13, 2022
BUY
$72.29 - $82.89 $12.3 Million - $14.2 Million
170,741 New
170,741 $13.3 Million
Q1 2021

Apr 12, 2021
SELL
$67.45 - $75.68 $8.82 Million - $9.9 Million
-130,814 Closed
0 $0
Q4 2020

Jan 13, 2021
BUY
$57.75 - $68.61 $1.9 Million - $2.26 Million
32,920 Added 33.63%
130,814 $8.97 Million
Q3 2020

Oct 23, 2020
SELL
$53.47 - $60.19 $54,165 - $60,972
-1,013 Reduced 1.02%
97,894 $5.62 Million
Q2 2020

Jul 16, 2020
SELL
$40.64 - $57.63 $56,245 - $79,759
-1,384 Reduced 1.38%
98,907 $5.3 Million
Q1 2020

Apr 23, 2020
BUY
$36.81 - $61.96 $564,002 - $949,351
15,322 Added 18.03%
100,291 $4.33 Million
Q4 2019

Feb 05, 2020
BUY
$54.12 - $59.69 $37,288 - $41,126
689 Added 0.82%
84,969 $4.98 Million
Q3 2019

Oct 18, 2019
BUY
$53.6 - $57.42 $5,896 - $6,316
110 Added 0.13%
84,280 $4.71 Million
Q2 2019

Aug 01, 2019
BUY
$52.53 - $56.11 $4.42 Million - $4.72 Million
84,150 Added 420750.0%
84,170 $4.7 Million
Q1 2019

May 15, 2019
BUY
$45.53 - $54.18 $910 - $1,083
20 New
20 $1,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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