Coastal Investment Advisors, Inc. Ishares Tr Transaction History

Coastal Investment Advisors, Inc.

$504 Million
Q2 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 933 shares of IYF stock, worth $96,266. This represents 0.02% of its overall portfolio holdings.

Number of Shares

933

Previous 783 19.16%

Holding current value

$96,266

Previous $74,000 18.92%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$89.39 - $96.85 $13,408 - $14,527	150 Added 19.16%	933 $88,000
Q1 2024 Apr 19, 2024	BUY	$83.91 - $95.65 $65,701 - $74,893	783 New	783 $74,000
Q3 2023 Oct 20, 2023	SELL	$73.99 - $79.98 $18,497 - $19,995	-250 Reduced 19.86%	1,009 $75,000
Q2 2023 Aug 09, 2023	SELL	$68.91 - $74.74 $183,989 - $199,555	-2,670 Reduced 67.96%	1,259 $93,000
Q1 2023 May 05, 2023	SELL	$68.23 - $82.05 $110,191 - $132,510	-1,615 Reduced 29.13%	3,929 $279,000
Q4 2022 Feb 10, 2023	SELL	$67.64 - $80.38 $6,966 - $8,279	-103 Reduced 1.82%	5,544 $418,000
Q3 2022 Oct 27, 2022	BUY	$67.55 - $79.83 $135 - $159	2 Added 0.04%	5,647 $381,000
Q2 2022 Aug 09, 2022	BUY	$67.96 - $84.37 $12,300 - $15,270	181 Added 3.31%	5,645 $400,000
Q1 2022 Apr 13, 2022	BUY	$78.62 - $91.32 $34,514 - $40,089	439 Added 8.74%	5,464 $462,000
Q4 2021 Jan 18, 2022	SELL	$83.02 - $90.24 $22,913 - $24,906	-276 Reduced 5.21%	5,025 $436,000
Q3 2021 Oct 18, 2021	BUY	$79.17 - $85.45 $35,626 - $38,452	450 Added 9.28%	5,301 $438,000
Q2 2021 Jul 15, 2021	SELL	$75.91 - $83.61 $2,353 - $2,591	-31 Reduced 0.63%	4,851 $393,000
Q1 2021 Apr 12, 2021	SELL	$65.2 - $76.35 $54,898 - $64,286	-842 Reduced 14.71%	4,882 $366,000
Q4 2020 Jan 13, 2021	BUY	$55.06 - $66.77 $98,171 - $119,050	1,783 Added 45.24%	5,724 $382,000
Q3 2020 Oct 23, 2020	SELL	$54.05 - $60.26 $43,618 - $48,629	-807 Reduced 17.0%	3,941 $447,000
Q2 2020 Jul 16, 2020	SELL	$45.62 - $62.0 $56,203 - $76,384	-1,232 Reduced 20.6%	4,748 $523,000
Q1 2020 Apr 23, 2020	BUY	$41.18 - $71.71 $106,450 - $185,370	2,585 Added 76.14%	5,980 $582,000
Q4 2019 Feb 05, 2020	SELL	$62.23 - $68.93 $1,182 - $1,309	-19 Reduced 0.56%	3,395 $462,000
Q3 2019 Oct 18, 2019	SELL	$64.16 - $65.19 $81,290 - $82,595	-1,267 Reduced 27.07%	3,414 $440,000
Q2 2019 Aug 01, 2019	BUY	N/A	3,872 Added 478.62%	4,681 $587,000
Q1 2019 May 15, 2019	BUY	N/A	809 New	809 $96,000

Others Institutions Holding IYF

# of Institutions

388

Shares Held

15.3M

Call Options Held

10.6K

Put Options Held

500

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About ISHARES TR

Ticker IYF
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Coastal Investment Advisors, Inc. Ishares Tr Transaction History