Coastal Investment Advisors, Inc. Ishares Tr Transaction History

Coastal Investment Advisors, Inc.

  • $211 Million
  • Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 900 shares of IHE stock, worth $59,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares
900
Previous 1,143 21.26%
Holding current value
$59,904
Previous $75,000 16.0%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Oct 29, 2024
SELL
$65.61 - $72.86 $15,943 - $17,704
-243 Reduced 21.26%
900 $63,000
Q1 2024

Apr 19, 2024
BUY
$66.67 - $208.65 $76,203 - $238,486
1,143 New
1,143 $77,000
Q2 2023

Aug 09, 2023
BUY
$170.31 - $183.88 $68,464 - $73,919
402 New
402 $72,000
Q4 2022

Feb 10, 2023
SELL
$55.99 - $189.96 $1,175 - $3,989
-21 Reduced 20.59%
81 $15,000
Q3 2022

Oct 27, 2022
BUY
$56.37 - $195.56 $5,749 - $19,947
102 New
102 $17,000
Q4 2019

Feb 05, 2020
SELL
$137.35 - $161.75 $13,460 - $15,851
-98 Closed
0 $0
Q3 2019

Oct 18, 2019
SELL
$137.34 - $153.9 $2,884 - $3,231
-21 Reduced 17.65%
98 $13,000
Q1 2019

May 15, 2019
BUY
$137.01 - $157.28 $16,304 - $18,716
119 New
119 $18,000

Others Institutions Holding IHE

# of Institutions
150
Shares Held
5.35M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
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.

Choose your preferred platform and Sign Up 👇 Telegram Email