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

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

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.

Account

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