Coastal Investment Advisors, Inc. Ishares Russell Midcap Value E Transaction History
Coastal Investment Advisors, Inc.
- $290 Million
- Q4 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 1,066 shares of IWS stock, worth $146,948. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,066
Previous 721
47.85%
Holding current value
$146,948
Previous $100,000
46.0%
% of portfolio
0.05%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding IWS
# of Institutions
1,065Shares Held
93.7MCall Options Held
17.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10MShares$1.39 Billion0.96% of portfolio
-
Morgan Stanley New York, NY8.25MShares$1.14 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.75MShares$517 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC3.68MShares$507 Million0.04% of portfolio