Coastal Investment Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 34 shares of IUSV stock, worth $2,916. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 34 -0.0%

Holding current value

$2,916

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$87.56 - $95.49 $87 - $95	-1 Reduced 2.86%	34 $3,000
Q2 2024 Jul 15, 2024	SELL	$85.39 - $90.42 $7,258 - $7,685	-85 Reduced 70.83%	35 $3,000
Q1 2024 Apr 19, 2024	BUY	$82.87 - $90.44 $9,944 - $10,852	120 New	120 $10,000
Q2 2023 Aug 09, 2023	BUY	$72.65 - $78.26 $8,645 - $9,312	119 New	119 $9,000
Q4 2022 Feb 10, 2023	BUY	$63.23 - $73.93 $17,388 - $20,330	275 Added 233.05%	393 $27,000
Q3 2022 Oct 27, 2022	BUY	$62.61 - $73.64 $7,387 - $8,689	118 New	118 $7,000
Q4 2019 Feb 05, 2020	SELL	$55.95 - $63.08 $3,077 - $3,469	-55 Closed	0 $0
Q3 2019 Oct 18, 2019	BUY	$54.3 - $58.65 $54 - $58	1 Added 1.85%	55 $3,000
Q2 2019 Aug 01, 2019	BUY	$52.68 - $57.18 $2,844 - $3,087	54 New	54 $3,000

Others Institutions Holding IUSV

# of Institutions

784

Shares Held

175M

Call Options Held

2.9K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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 Core S&P U.S. Value Et Transaction History