Coastal Investment Advisors, Inc. Ishares Dj Us Tech ETF Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 552 shares of IYW stock, worth $87,022. This represents 0.04% of its overall portfolio holdings.

Number of Shares

552

Previous 3,299 83.27%

Holding current value

$87,022

Previous $496,000 83.27%

% of portfolio

0.04%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$133.16 - $158.73 $365,790 - $436,031	-2,747 Reduced 83.27%	552 $83,000
Q1 2024 Apr 19, 2024	BUY	$117.5 - $136.59 $82,250 - $95,613	700 Added 26.93%	3,299 $445,000
Q4 2023 Jan 19, 2024	SELL	$101.31 - $123.31 $7,496 - $9,124	-74 Reduced 2.77%	2,599 $319,000
Q3 2023 Oct 20, 2023	SELL	$103.39 - $113.67 $78,576 - $86,389	-760 Reduced 22.14%	2,673 $280,000
Q2 2023 Aug 09, 2023	BUY	$88.68 - $109.37 $3,547 - $4,374	40 Added 1.18%	3,433 $373,000
Q1 2023 May 05, 2023	BUY	$72.54 - $92.81 $32,425 - $41,486	447 Added 15.17%	3,393 $314,000
Q4 2022 Feb 10, 2023	BUY	$71.52 - $81.72 $12,802 - $14,627	179 Added 6.47%	2,946 $219,000
Q3 2022 Oct 27, 2022	SELL	$73.37 - $94.5 $9,538 - $12,285	-130 Reduced 4.49%	2,767 $203,000
Q2 2022 Aug 09, 2022	SELL	$77.53 - $105.04 $4,651 - $6,302	-60 Reduced 2.03%	2,897 $232,000
Q1 2022 Apr 13, 2022	SELL	$90.78 - $115.41 $14,887 - $18,927	-164 Reduced 5.25%	2,957 $305,000
Q4 2021 Jan 18, 2022	SELL	$100.11 - $117.09 $10,111 - $11,826	-101 Reduced 3.13%	3,121 $358,000
Q3 2021 Oct 18, 2021	BUY	$98.99 - $108.87 $27,321 - $30,048	276 Added 9.37%	3,222 $326,000
Q1 2021 Apr 12, 2021	BUY	$82.45 - $93.1 $24,240 - $27,371	294 Added 11.09%	2,946 $258,000
Q4 2020 Jan 13, 2021	BUY	$73.15 - $85.83 $145,495 - $170,715	1,989 Added 300.0%	2,652 $226,000
Q3 2020 Oct 23, 2020	BUY	$67.71 - $82.47 $44,891 - $54,677	663 New	663 $200,000
Q1 2020 Apr 23, 2020	SELL	$45.35 - $65.22 $34,375 - $49,436	-758 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$49.62 - $58.5 $1,488 - $1,755	-30 Reduced 3.81%	758 $169,000
Q3 2019 Oct 18, 2019	SELL	$48.42 - $52.88 $4,842 - $5,288	-100 Reduced 11.26%	788 $159,000
Q2 2019 Aug 01, 2019	SELL	$44.72 - $51.35 $894 - $1,027	-20 Reduced 2.2%	888 $177,000
Q1 2019 May 15, 2019	BUY	$38.22 - $48.72 $34,703 - $44,237	908 New	908 $173,000

Others Institutions Holding IYW

# of Institutions

1,149

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
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Industry ETFs

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Coastal Investment Advisors, Inc. Ishares Dj Us Tech ETF Transaction History