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

Coastal Investment Advisors, Inc.

  • $211 Million
  • Q3 2024

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 494 shares of IWV stock, worth $165,544. This represents 0.08% of its overall portfolio holdings.

Number of Shares
494
Previous 1,423 65.28%
Holding current value
$165,544
Previous $439,000 63.33%
% of portfolio
0.08%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
848
Shares Held
26.8M
Call Options Held
18.3K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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