Coastal Investment Advisors, Inc. Ishares Russell Midcap Value E Transaction History

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 721 shares of IWS stock, worth $99,014. This represents 0.04% of its overall portfolio holdings.

Number of Shares

721

Previous 443 62.75%

Holding current value

$99,014

Previous $58,000 72.41%

% of portfolio

0.04%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$132.83 - $140.61 $36,926 - $39,089	278 Added 62.75%	721 $100,000
Q2 2025 Jul 22, 2025	SELL	$110.58 - $132.14 $57,280 - $68,448	-518 Reduced 53.9%	443 $58,000
Q1 2025 May 01, 2025	BUY	$122.59 - $135.24 $19,982 - $22,044	163 Added 20.43%	961 $121,000
Q4 2024 Jan 28, 2025	BUY	$128.08 - $140.32 $98,877 - $108,327	772 Added 2969.23%	798 $103,000
Q3 2024 Oct 29, 2024	BUY	$119.52 - $132.25 $3,107 - $3,438	26 New	26 $3,000
Q4 2022 Feb 10, 2023	SELL	$96.57 - $111.69 $12,071 - $13,961	-125 Reduced 70.22%	53 $5,000
Q3 2022 Oct 27, 2022	BUY	$96.05 - $115.74 $17,096 - $20,601	178 New	178 $17,000
Q1 2020 Apr 23, 2020	SELL	$54.38 - $96.81 $163 - $290	-3 Closed	0 $0
Q3 2019 Oct 18, 2019	SELL	$84.39 - $91.13 $28,608 - $30,893	-339 Reduced 99.12%	3 $0
Q2 2019 Aug 01, 2019	SELL	$83.93 - $89.74 $124,636 - $133,263	-1,485 Reduced 81.28%	342 $30,000
Q1 2019 May 15, 2019	BUY	$75.3 - $87.47 $137,573 - $159,807	1,827 New	1,827 $159,000

Others Institutions Holding IWS

# of Institutions

1,053

Shares Held

93.5M

Call Options Held

14.6K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
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Coastal Investment Advisors, Inc. Ishares Russell Midcap Value E Transaction History