iShares S&P 500 Index shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 3.2k | 669.28 |
| 2025-06-30 | $2.0M | 3.2k | 620.87 |
| 2025-03-31 | $2.0M | 3.5k | 561.86 |
| 2024-12-31 | $2.3M | 3.8k | 594.55 |
| 2024-09-30 | $2.4M | 4.0k | 587.08 |
| 2024-06-30 | $2.6M | 4.8k | 547.26 |
| 2024-03-31 | $703k | 1.3k | 525.75 |
| 2023-12-31 | $652k | 1.4k | 477.58 |
| 2023-09-30 | $629k | 1.4k | 445.81 |
| 2023-06-30 | $629k | 1.4k | 445.81 |
| 2023-03-31 | $632k | 1.5k | 411.11 |
| 2022-12-31 | $1.0M | 2.7k | 384.19 |
| 2022-09-30 | $868k | 2.4k | 358.68 |
| 2022-06-30 | $904k | 2.4k | 383.05 |
| 2022-03-31 | $1.4M | 3.2k | 453.63 |
| 2021-12-31 | $1.2M | 2.4k | 477.15 |
| 2021-09-30 | $1.2M | 2.8k | 430.91 |
| 2021-06-30 | $1.1M | 2.6k | 430.00 |
| 2021-03-31 | $1.0M | 2.6k | 397.83 |
| 2020-12-31 | $476k | 1.3k | 375.69 |
| 2020-09-30 | $413k | 1.2k | 336.32 |
| 2020-06-30 | $420k | 1.4k | 309.51 |
| 2019-12-31 | $395k | 1.3k | 315.79 |
| 2019-09-30 | $374k | 1.3k | 298.25 |
| 2019-06-30 | $394k | 1.3k | 295.45 |
| 2019-03-31 | $249k | 881 | 282.05 |
More positions owned by Coastal Investment Advisors
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