Coastal Investment Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 17,189 shares of SHY stock, worth $1.41 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

17,189

Previous 17,354 0.95%

Holding current value

$1.41 Million

Previous $1.42 Million 0.92%

% of portfolio

0.68%

Previous 0.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$81.31 - $83.29 $13,416 - $13,742	-165 Reduced 0.95%	17,189 $1.43 Million
Q2 2024 Jul 15, 2024	SELL	$81.05 - $81.66 $937,181 - $944,234	-11,563 Reduced 39.99%	17,354 $1.42 Million
Q1 2024 Apr 19, 2024	SELL	$81.49 - $82.34 $165,098 - $166,820	-2,026 Reduced 6.55%	28,917 $2.36 Million
Q4 2023 Jan 19, 2024	BUY	$80.62 - $82.04 $128,911 - $131,181	1,599 Added 5.45%	30,943 $2.54 Million
Q2 2023 Aug 09, 2023	SELL	$81.05 - $82.41 $48,062 - $48,869	-593 Reduced 1.98%	29,344 $2.38 Million
Q1 2023 May 05, 2023	BUY	$80.51 - $82.52 $1.99 Million - $2.04 Million	24,672 Added 468.6%	29,937 $2.46 Million
Q4 2022 Feb 10, 2023	BUY	$80.6 - $81.52 $335,215 - $339,041	4,159 Added 376.04%	5,265 $427,000
Q3 2022 Oct 27, 2022	BUY	$81.04 - $83.06 $89,630 - $91,864	1,106 New	1,106 $90,000
Q2 2022 Aug 09, 2022	SELL	$81.97 - $83.48 $211,646 - $215,545	-2,582 Closed	0 $0
Q1 2022 Apr 13, 2022	BUY	$83.25 - $85.49 $214,951 - $220,735	2,582 New	2,582 $215,000
Q1 2020 Apr 23, 2020	SELL	$84.67 - $86.69 $1.07 Million - $1.1 Million	-12,685 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$84.51 - $85.05 $47,917 - $48,223	-567 Reduced 4.28%	12,685 $1.08 Million
Q3 2019 Oct 18, 2019	SELL	$84.4 - $85.1 $67,351 - $67,909	-798 Reduced 5.68%	13,252 $1.12 Million
Q2 2019 Aug 01, 2019	BUY	$83.84 - $84.81 $115,280 - $116,613	1,375 Added 10.85%	14,050 $1.19 Million
Q1 2019 May 15, 2019	BUY	$83.51 - $84.18 $1.06 Million - $1.07 Million	12,675 New	12,675 $1.07 Million

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Coastal Investment Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History