iShares S&P 1500 Index Fund shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50k | 346 | 145.81 |
| 2025-06-30 | $56k | 412 | 135.04 |
| 2025-03-31 | $62k | 507 | 122.01 |
| 2024-12-31 | $64k | 491 | 130.05 |
| 2024-09-30 | $667k | 5.2k | 127.94 |
| 2024-06-30 | $2.5M | 21k | 118.78 |
| 2024-03-31 | $2.5M | 22k | 115.30 |
| 2023-12-31 | $2.3M | 22k | 105.23 |
| 2023-09-30 | $2.1M | 21k | 97.84 |
| 2023-06-30 | $2.1M | 21k | 97.84 |
| 2023-03-31 | $1.9M | 21k | 90.55 |
| 2022-12-31 | $1.8M | 21k | 84.80 |
| 2022-09-30 | $1.7M | 21k | 79.52 |
| 2022-06-30 | $1.8M | 21k | 84.62 |
| 2022-03-31 | $2.1M | 21k | 100.96 |
| 2021-12-31 | $2.4M | 22k | 106.97 |
| 2021-09-30 | $2.2M | 23k | 98.36 |
| 2021-06-30 | $2.2M | 22k | 98.77 |
| 2021-03-31 | $2.1M | 23k | 91.60 |
| 2020-12-31 | $1.7M | 20k | 86.21 |
| 2020-09-30 | $1.5M | 20k | 75.47 |
| 2020-06-30 | $1.3M | 19k | 69.44 |
| 2020-03-31 | $1.2M | 21k | 57.22 |
| 2019-12-31 | $1.3M | 19k | 71.05 |
| 2019-09-30 | $1.0M | 16k | 64.22 |
| 2019-06-30 | $1.0M | 15k | 65.69 |
| 2019-03-31 | $876k | 14k | 63.49 |
More positions owned by Coastal Investment Advisors
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