Coastal Investment Advisors, Inc. Ishares Russell 3000 ETF Transaction History

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 200 shares of IWV stock, worth $75,686. This represents 0.03% of its overall portfolio holdings.

Number of Shares

200

Previous 395 49.37%

Holding current value

$75,686

Previous $138,000 45.65%

% of portfolio

0.03%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$351.04 - $379.81 $68,452 - $74,062	-195 Reduced 49.37%	200 $75,000
Q4 2024 Jan 28, 2025	SELL	$323.08 - $349.08 $31,984 - $34,558	-99 Reduced 20.04%	395 $132,000
Q3 2024 Oct 29, 2024	SELL	$294.75 - $326.73 $273,822 - $303,532	-929 Reduced 65.28%	494 $161,000
Q2 2024 Jul 15, 2024	SELL	$283.16 - $309.9 $31,997 - $35,018	-113 Reduced 7.36%	1,423 $439,000
Q1 2024 Apr 19, 2024	SELL	$268.36 - $300.08 $536 - $600	-2 Reduced 0.13%	1,536 $460,000
Q4 2023 Jan 19, 2024	SELL	$234.36 - $274.87 $46,403 - $54,424	-198 Reduced 11.41%	1,538 $421,000
Q2 2023 Aug 09, 2023	BUY	$231.57 - $254.48 $231 - $254	1 Added 0.06%	1,736 $441,000
Q1 2023 May 05, 2023	SELL	$218.83 - $242.18 $1,969 - $2,179	-9 Reduced 0.52%	1,735 $408,000
Q4 2022 Feb 10, 2023	SELL	$206.89 - $235.47 $20,895 - $23,782	-101 Reduced 5.47%	1,744 $384,000
Q3 2022 Oct 27, 2022	BUY	$207.04 - $249.4 $414 - $498	2 Added 0.11%	1,845 $382,000
Q2 2022 Aug 09, 2022	BUY	$210.65 - $265.31 $19,379 - $24,408	92 Added 5.25%	1,843 $406,000
Q1 2022 Apr 13, 2022	SELL	$242.02 - $279.09 $32,188 - $37,118	-133 Reduced 7.06%	1,751 $459,000
Q4 2021 Jan 18, 2022	BUY	$254.66 - $279.11 $254 - $279	1 Added 0.05%	1,884 $523,000
Q3 2021 Oct 18, 2021	BUY	$251.89 - $269.0 $38,035 - $40,619	151 Added 8.72%	1,883 $480,000
Q2 2021 Jul 15, 2021	SELL	$240.32 - $256.01 $19,225 - $20,480	-80 Reduced 4.42%	1,732 $443,000
Q1 2021 Apr 12, 2021	BUY	$220.59 - $239.53 $54,706 - $59,403	248 Added 15.86%	1,812 $430,000
Q4 2020 Jan 13, 2021	BUY	$191.94 - $223.55 $300,194 - $349,632	1,564 New	1,564 $350,000
Q1 2020 Apr 23, 2020	SELL	$128.35 - $198.13 $42,868 - $66,175	-334 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	N/A	134 Added 67.0%	334 $57,000
Q1 2019 May 15, 2019	BUY	N/A	200 New	200 $33,000

Others Institutions Holding IWV

# of Institutions

935

Shares Held

28.1M

Call Options Held

20.7K

Put Options Held

7.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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 3000 ETF Transaction History