Clearstead Advisors, LLC Ishares Barclays Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Clearstead Advisors, LLC holds 8,427 shares of IEF stock, worth $787,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,427

Previous 8,409 0.21%

Holding current value

$787,250

Previous $787,000 4.96%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$92.67 - $99.14 $1,668 - $1,784	18 Added 0.21%	8,427 $826,000
Q2 2024 Aug 09, 2024	BUY	$91.24 - $94.6 $646,344 - $670,146	7,084 Added 534.64%	8,409 $787,000
Q1 2024 May 14, 2024	BUY	$93.54 - $96.82 $105,513 - $109,212	1,128 Added 572.59%	1,325 $125,000
Q4 2023 Feb 12, 2024	BUY	$88.95 - $97.0 $17,523 - $19,109	197 New	197 $18,000
Q3 2023 Nov 07, 2023	BUY	$91.32 - $97.13 $90,863 - $96,644	995 New	995 $91,000
Q1 2022 May 04, 2022	SELL	$106.08 - $113.93 $526,050 - $564,978	-4,959 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$113.55 - $116.36 $32,361 - $33,162	-285 Reduced 5.43%	4,959 $570,000
Q2 2021 Aug 12, 2021	SELL	$113.04 - $115.78 $83,084 - $85,098	-735 Reduced 12.29%	5,244 $606,000
Q1 2021 May 14, 2021	SELL	$112.93 - $119.98 $110,332 - $117,220	-977 Reduced 14.05%	5,979 $675,000
Q4 2020 Feb 11, 2021	SELL	$119.27 - $121.81 $3.88 Million - $3.96 Million	-32,537 Reduced 82.39%	6,956 $834,000
Q3 2020 Nov 12, 2020	SELL	$121.18 - $123.06 $5.61 Million - $5.7 Million	-46,313 Reduced 53.97%	39,493 $4.81 Million
Q2 2020 Aug 11, 2020	SELL	$119.77 - $122.41 $2.42 Million - $2.48 Million	-20,237 Reduced 19.08%	85,806 $10.5 Million
Q1 2020 May 14, 2020	BUY	$110.73 - $121.48 $796,148 - $873,441	7,190 Added 7.27%	106,043 $12.9 Million
Q4 2019 Feb 11, 2020	SELL	$110.18 - $113.81 $402,377 - $415,634	-3,652 Reduced 3.56%	98,853 $10.9 Million
Q3 2019 Nov 12, 2019	BUY	$108.93 - $114.25 $3.2 Million - $3.35 Million	29,338 Added 40.1%	102,505 $11.5 Million
Q2 2019 Aug 08, 2019	BUY	$105.05 - $110.09 $7.69 Million - $8.05 Million	73,167 New	73,167 $8.05 Million

Others Institutions Holding IEF

# of Institutions

1,050

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Clearstead Advisors, LLC Ishares Barclays Transaction History