Coastal Investment Advisors, Inc. Ishares Tr Core Conservative A Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$35.66 - $37.13 $35 - $37	1 Added 0.08%	1,195 $44,000
Q1 2024 Apr 19, 2024	BUY	$35.65 - $36.85 $42,566 - $43,998	1,194 New	1,194 $43,000
Q2 2023 Aug 09, 2023	BUY	$34.52 - $35.41 $41,078 - $42,137	1,190 New	1,190 $41,000
Q4 2022 Feb 10, 2023	SELL	$32.15 - $34.82 $707 - $766	-22 Reduced 1.22%	1,780 $59,000
Q3 2022 Oct 27, 2022	BUY	$32.47 - $35.96 $58,510 - $64,799	1,802 New	1,802 $59,000
Q1 2020 Apr 23, 2020	SELL	$31.52 - $36.94 $35,270 - $41,335	-1,119 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$35.3 - $36.36 $105 - $109	3 Added 0.27%	1,119 $39,000
Q3 2019 Oct 18, 2019	BUY	$35.05 - $35.73 $140 - $142	4 Added 0.36%	1,116 $39,000
Q2 2019 Aug 01, 2019	BUY	$34.32 - $35.42 $137 - $141	4 Added 0.36%	1,112 $39,000
Q1 2019 May 15, 2019	BUY	$32.65 - $34.52 $36,176 - $38,248	1,108 New	1,108 $37,000

Others Institutions Holding AOK

# of Institutions

166

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

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