iShares S&P 500 Value Index shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 1.2k | 206.51 |
| 2025-06-30 | $249k | 1.3k | 195.45 |
| 2025-03-31 | $263k | 1.4k | 190.64 |
| 2024-12-31 | $253k | 1.3k | 191.25 |
| 2024-09-30 | $252k | 1.3k | 199.83 |
| 2024-06-30 | $457k | 2.5k | 182.01 |
| 2024-03-31 | $436k | 2.3k | 186.77 |
| 2023-12-31 | $429k | 2.5k | 173.90 |
| 2023-09-30 | $952k | 5.9k | 161.19 |
| 2023-06-30 | $952k | 5.9k | 161.19 |
| 2023-03-31 | $942k | 6.2k | 151.76 |
| 2022-12-31 | $957k | 6.6k | 145.06 |
| 2022-09-30 | $852k | 6.6k | 128.51 |
| 2022-06-30 | $919k | 6.6k | 139.28 |
| 2022-03-31 | $1.2M | 7.9k | 155.67 |
| 2021-12-31 | $1.2M | 7.6k | 156.57 |
| 2021-09-30 | $1.1M | 7.6k | 145.39 |
| 2021-06-30 | $1.1M | 7.4k | 147.62 |
| 2021-03-31 | $995k | 7.0k | 141.17 |
| 2020-12-31 | $324k | 2.5k | 127.96 |
| 2020-09-30 | $260k | 2.3k | 112.65 |
| 2019-12-31 | $297k | 2.4k | 126.07 |
| 2019-09-30 | $290k | 2.4k | 119.66 |
| 2019-06-30 | $310k | 2.7k | 116.86 |
| 2019-03-31 | $185k | 1.6k | 112.57 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors