Coastal Investment Advisors, Inc. Ishares Morningstar U.S. Equit Transaction History

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 892 shares of ILCB stock, worth $83,071. This represents 0.03% of its overall portfolio holdings.

Number of Shares

892

Previous 892 -0.0%

Holding current value

$83,071

Previous $76,000 7.89%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$64.54 - $72.47 $57,569 - $64,643	892 New	892 $64,000
Q2 2023 Aug 09, 2023	BUY	$55.57 - $61.08 $66,072 - $72,624	1,189 New	1,189 $72,000
Q4 2022 Feb 10, 2023	BUY	$49.24 - $56.14 $98 - $112	2 Added 0.17%	1,187 $62,000
Q3 2022 Oct 27, 2022	BUY	$49.39 - $59.48 $58,527 - $70,483	1,185 New	1,185 $59,000
Q1 2020 Apr 23, 2020	SELL	$31.37 - $48.49 $13,144 - $20,317	-419 Closed	0 $0

Q3 2019 Oct 18, 2019	BUY	$41.69 - $42.7 $41 - $42	1 Added 0.24%	419 $70,000
Q2 2019 Aug 01, 2019	BUY	N/A	195 Added 87.44%	418 $70,000
Q1 2019 May 15, 2019	BUY	N/A	223 New	223 $36,000

Others Institutions Holding ILCB

# of Institutions

194

Shares Held

5.65M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Coastal Investment Advisors, Inc. Ishares Morningstar U.S. Equit Transaction History