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

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Others Institutions Holding IDU

# of Institutions

281

Shares Held

7.8M

Call Options Held

0

Put Options Held

0

About ISHARES TR U S UTILS ETF

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