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

Coastal Investment Advisors, Inc.

$478 Million
Q1 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 682 shares of IWR stock, worth $55,023. This represents 0.01% of its overall portfolio holdings.

Number of Shares

682

Holding current value

$55,023

% of portfolio

0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$65.92 - $71.89 $5,141 - $5,607	-78 Reduced 6.18%	1,184 $79,000
Q3 2022 Oct 27, 2022	SELL	$63.62 - $74.82 $10.7 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

1,340

Shares Held

322M

Call Options Held

186K

Put Options Held

11.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

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.

Account

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