Clearstead Advisors, LLC Ishares Tr U S Utils ETF Transaction History

Clearstead Advisors, LLC

Previous 0 NaN%

Previous $0 NaN%

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$94.65 - $105.73 $0 - $0	0 New	0 $0
Q3 2024 Nov 13, 2024	SELL	$87.2 - $102.21 $15,085 - $17,682	-173 Closed	0 $0
Q2 2024 Aug 09, 2024	BUY	$80.91 - $92.63 $80 - $92	1 Added 0.58%	173 $15,000
Q4 2023 Feb 12, 2024	BUY	$70.39 - $82.51 $211 - $247	3 Added 1.78%	172 $13,000
Q2 2023 Aug 07, 2023	BUY	$79.78 - $86.19 $79 - $86	1 Added 0.6%	169 $13,000
Q1 2023 May 09, 2023	BUY	$78.76 - $88.37 $78 - $88	1 Added 0.6%	168 $14,000
Q4 2022 Feb 14, 2023	BUY	$76.38 - $89.16 $76 - $89	1 Added 0.6%	167 $14,000
Q3 2022 Nov 14, 2022	BUY	$81.13 - $95.89 $81 - $95	1 Added 0.61%	166 $13,000
Q2 2022 Aug 12, 2022	BUY	$78.85 - $93.89 $78 - $93	1 Added 0.61%	165 $14,000
Q1 2022 May 04, 2022	BUY	$79.56 - $91.11 $79 - $91	1 Added 0.61%	164 $15,000
Q4 2021 Feb 14, 2022	BUY	$79.02 - $88.43 $79 - $88	1 Added 0.62%	163 $14,000
Q3 2021 Nov 12, 2021	BUY	$78.65 - $86.24 $78 - $86	1 Added 0.62%	162 $13,000
Q2 2021 Aug 12, 2021	BUY	$78.5 - $83.84 $78 - $83	1 Added 0.63%	161 $13,000
Q1 2021 May 14, 2021	BUY	$72.46 - $79.63 $72 - $79	1 Added 0.63%	160 $13,000
Q4 2020 Feb 11, 2021	BUY	$73.61 - $82.19 $5,888 - $6,575	80 Added 101.27%	159 $12,000
Q3 2020 Nov 12, 2020	BUY	$70.19 - $76.14 $70 - $76	1 Added 1.28%	79 $11,000
Q1 2020 May 14, 2020	BUY	$56.5 - $88.53 $4,407 - $6,905	78 New	78 $11,000

299

6.79M

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Clearstead Advisors, LLC with notifications on news.