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 3,299 shares of IYW stock, worth $515,204. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,299
Previous 2,599 26.93%
Holding current value
$515,204
Previous $319,000 39.5%
% of portfolio
0.09%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$71.71 - $81.72 $12,836 - $14,627
179 Added 6.47%
2,946 $219,000
Q3 2022

Oct 27, 2022

SELL
$76.21 - $94.5 $9,907 - $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

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.