Ishares Tr msci usavalfct shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Ishares Tr msci usavalfct
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usavalfct held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr msci usavalfct by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $156k | 1.2k | 125.05 |
| 2025-06-30 | $169k | 1.5k | 113.21 |
| 2025-03-31 | $163k | 1.5k | 106.66 |
| 2024-12-31 | $159k | 1.5k | 106.50 |
| 2024-09-30 | $159k | 1.4k | 110.92 |
| 2024-06-30 | $247k | 2.4k | 103.48 |
| 2024-03-31 | $270k | 2.5k | 108.31 |
| 2023-12-31 | $270k | 2.7k | 101.14 |
| 2023-09-30 | $293k | 3.1k | 93.79 |
| 2023-06-30 | $293k | 3.1k | 93.79 |
| 2023-03-31 | $289k | 3.1k | 92.59 |
| 2022-12-31 | $189k | 2.1k | 91.13 |
| 2022-09-30 | $133k | 1.6k | 82.00 |
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