Clear Investment Research, LLC Sells in Q3 2024

Clear Investment Research, LLC

  • $76.6 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-43.5K
- 89.56%
$82.97 - $98.97 $3.61M - $4.3M
5.07K $494K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-45.1K
- 50.47%
$57.32 - $62.65 $2.58M - $2.82M
44.2K $2.76M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-82K
- 60.93%
$28.11 - $29.42 $2.31M - $2.41M
52.6K $1.55M
IEMG
Ishares Inc

ETFs
-23.4K
- 63.24%
$53.64 - $53.64 $1.25M - $1.25M
13.6K $728K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13K
- 48.47%
$105.53 - $118.34 $1.37M - $1.53M
13.8K $1.61M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.55K
- 34.4%
$98.99 - $101.51 $252K - $259K
4.86K $492K
NEAR
Blackrock Short Maturity Bond

ETFs
-2.01K
- 95.48%
$50.09 - $51.31 $100K - $103K
95 $4K
SCHO
Schwab Short Term Us Treasury

ETFs
-2.47K
- 6.09%
$47.93 - $49.06 $119K - $121K
38.1K $1.87M
LRGF
Ishares Tr

ETFs
-1.1K
- 28.81%
$52.89 - $58.77 $58.2K - $64.6K
2.72K $159K
IVV
Ishares Core S&P 500 ETF

ETFs
-926
- 5.67%
$520.18 - $576.82 $482K - $534K
15.4K $8.89M
HYG
Ishares Tr

ETFs
-623
- 8.76%
$76.72 - $80.36 $47.8K - $50.1K
6.49K $521K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.59K
- 6.06%
$61.11 - $67.85 $158K - $175K
40.1K $2.72M
IWM
Ishares Russell 2000 ETF

ETFs
-131
- 29.5%
$200.87 - $224.6 $26.3K - $29.4K
313 $69K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.44K
- 9.58%
$36.98 - $41.55 $53.3K - $59.8K
13.6K $559K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-472
- 17.95%
$60.13 - $68.17 $28.4K - $32.2K
2.16K $146K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-95
- 43.18%
$162.83 - $179.16 $15.5K - $17K
125 $22K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-171
- 7.26%
$94.39 - $96.15 $16.1K - $16.4K
2.18K $209K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-295
- 13.16%
$47.18 - $48.74 $13.9K - $14.4K
1.95K $94K
DFAT
Dimensional ETF Tr U S Target

ETFs
-314
- 14.05%
$51.0 - $57.07 $16K - $17.9K
1.92K $106K
HON
Honeywell International Inc

Industrials
-3
- 4.92%
$196.73 - $220.21 $590 - $661
58 $11K
F
Ford Motor CO

Consumer Cyclical
-98
- 16.36%
$9.71 - $14.55 $952 - $1.43K
501 $5K
ABNB
Airbnb, Inc.

Consumer Cyclical
-5
- 62.5%
$113.01 - $154.34 $565 - $772
3 $0
CGXU
Capital Group Intl Focus Equit

ETFs
-107
- 7.32%
$24.27 - $27.46 $2.6K - $2.94K
1.36K $36K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-367
- 8.63%
$25.45 - $29.53 $9.34K - $10.8K
3.89K $113K
ALB
Albemarle Corp

Basic Materials
-4
- 44.44%
$72.85 - $100.09 $291 - $400
5 $0
HDV
Ishares Core High Dividend ETF

ETFs
-49
- 8.36%
$107.62 - $118.76 $5.27K - $5.82K
537 $63K
SLV
I Shares Silver Trust

ETFs
-159
- 4.39%
$24.33 - $29.38 $3.87K - $4.67K
3.46K $98K
PLD
Prologis, Inc.

Real Estate
-2
- 0.8%
$111.95 - $132.43 $224 - $265
247 $31K
KO
Coca Cola CO

Consumer Defensive
-29
- 3.17%
$62.69 - $73.01 $1.82K - $2.12K
886 $63K
APD
Air Products & Chemicals, Inc.

Basic Materials
-2
- 1.49%
$247.34 - $300.11 $495 - $600
132 $39K
JHMM
John Hancock Multifactor Mid C

ETFs
-58
- 3.37%
$54.25 - $60.2 $3.15K - $3.49K
1.66K $100K
IAU
Ishares Gold Trust

ETFs
-408
- 9.16%
$44.06 - $50.5 $18K - $20.6K
4.05K $201K
SBUX
Starbucks Corp

Consumer Cyclical
-2
- 0.6%
$72.51 - $98.6 $145 - $197
331 $32K
META
Meta Platforms, Inc.

Communication Services
-2
- 1.67%
$453.41 - $572.44 $907 - $1.14K
118 $67K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-73
- 3.61%
$69.7 - $76.81 $5.09K - $5.61K
1.95K $149K
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.25%
$160.76 - $177.82 $482 - $533
1.19K $205K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-666
- 7.58%
$19.78 - $23.53 $13.2K - $15.7K
8.12K $188K
TSLA
Tesla, Inc.

Consumer Cyclical
-39
- 9.65%
$191.76 - $263.26 $7.48K - $10.3K
365 $95K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-643
- 5.23%
$46.9 - $51.96 $30.2K - $33.4K
11.7K $600K
TIP
Ishares Tr Tips Bd ETF

ETFs
-10
- 0.17%
$105.92 - $110.83 $1.06K - $1.11K
5.98K $661K
EEMV
Ishares Msci Emerging Markets

ETFs
-22
- 0.55%
$56.77 - $63.31 $1.25K - $1.39K
3.94K $247K
SO
Southern CO

Utilities
-5
- 0.25%
$77.0 - $90.52 $385 - $453
2.01K $181K
IYR
Ishares Tr

ETFs
-47
- 2.1%
$86.93 - $103.61 $4.09K - $4.87K
2.19K $223K
IEFA
Ishares Tr

ETFs
-1.91K
- 5.0%
$70.09 - $78.74 $134K - $151K
36.4K $2.84M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-5.24K
- 2.46%
$25.27 - $30.5 $132K - $160K
208K $6.15M
Activity Summary
Buys All Purchases 91 New Holdings 23 Increased Positions 68 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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