A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 20,298 shares of SGOV stock, worth $2.03 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
20,298
Previous 13,262 53.05%
Holding current value
$2.03 Million
Previous $1.34 Million 53.11%
% of portfolio
0.97%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$100.3 - $100.74 $705,710 - $708,806
7,036 Added 53.05%
20,298 $2.04 Million
Q2 2024

Jul 15, 2024

BUY
$100.29 - $100.75 $43,826 - $44,027
437 Added 3.41%
13,262 $1.34 Million
Q1 2024

Apr 19, 2024

SELL
$100.29 - $100.71 $58,268 - $58,512
-581 Reduced 4.33%
12,825 $1.29 Million
Q4 2023

Jan 19, 2024

BUY
$100.05 - $100.73 $63,131 - $63,560
631 Added 4.94%
13,406 $1.34 Million
Q2 2023

Aug 09, 2023

SELL
$100.18 - $100.63 $239,029 - $240,103
-2,386 Reduced 15.74%
12,775 $1.29 Million
Q1 2023

May 05, 2023

BUY
$100.08 - $100.58 $285,828 - $287,256
2,856 Added 23.21%
15,161 $1.52 Million
Q4 2022

Feb 10, 2023

BUY
$99.97 - $100.37 $120,963 - $121,447
1,210 Added 10.91%
12,305 $1.23 Million
Q3 2022

Oct 27, 2022

BUY
$100.03 - $100.27 $24,107 - $24,165
241 Added 2.22%
11,095 $1.11 Million
Q2 2022

Aug 09, 2022

SELL
$100.02 - $100.12 $155,531 - $155,686
-1,555 Reduced 12.53%
10,854 $1.09 Million
Q1 2022

Apr 13, 2022

BUY
$100.01 - $100.05 $1.24 Million - $1.24 Million
12,409 New
12,409 $1.24 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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