Coastal Investment Advisors, Inc. Ishares U.S. Consumer Discreti Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 360 shares of IYC stock, worth $35,960. This represents 0.01% of its overall portfolio holdings.

Number of Shares

360

Previous 480 25.0%

Holding current value

$35,960

Previous $42,000 19.05%

% of portfolio

0.01%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$85.96 - $101.28 $10,315 - $12,153	-120 Reduced 25.0%	360 $34,000
Q3 2024 Oct 29, 2024	SELL	$76.12 - $88.31 $84,188 - $97,670	-1,106 Reduced 69.74%	480 $42,000
Q2 2024 Jul 15, 2024	SELL	$76.27 - $81.91 $30,508 - $32,764	-400 Reduced 20.14%	1,586 $128,000
Q1 2024 Apr 19, 2024	BUY	$73.41 - $82.04 $145,792 - $162,931	1,986 New	1,986 $162,000
Q3 2023 Oct 20, 2023	SELL	$66.15 - $73.83 $39,690 - $44,298	-600 Reduced 30.24%	1,384 $92,000
Q2 2023 Aug 09, 2023	BUY	$62.69 - $71.17 $124,376 - $141,201	1,984 New	1,984 $141,000
Q4 2022 Feb 10, 2023	BUY	$55.69 - $63.26 $55 - $63	1 Added 0.05%	1,984 $113,000
Q3 2022 Oct 27, 2022	BUY	$57.71 - $70.4 $114,438 - $139,603	1,983 New	1,983 $115,000
Q1 2020 Apr 23, 2020	SELL	$39.8 - $59.67 $17,472 - $26,195	-439 Closed	0 $0
Q3 2019 Oct 18, 2019	BUY	$53.95 - $56.11 $2,158 - $2,244	40 Added 10.03%	439 $96,000
Q2 2019 Aug 01, 2019	SELL	N/A	-100 Reduced 20.04%	399 $87,000
Q1 2019 May 15, 2019	BUY	N/A	499 New	499 $101,000

Others Institutions Holding IYC

# of Institutions

261

Shares Held

7.64M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

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Coastal Investment Advisors, Inc. Ishares U.S. Consumer Discreti Transaction History