Clearstead Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Clearstead Advisors, LLC holds 27,534 shares of IGSB stock, worth $1.42 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,534

Previous 26,684 3.19%

Holding current value

$1.42 Million

Previous $1.37 Million 6.0%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$51.02 - $52.74 $43,367 - $44,829	850 Added 3.19%	27,534 $1.45 Million
Q2 2024 Aug 09, 2024	BUY	$50.64 - $51.3 $1.35 Million - $1.37 Million	26,684 New	26,684 $1.37 Million
Q4 2022 Feb 14, 2023	SELL	$48.63 - $50.19 $47,511 - $49,035	-977 Reduced 94.4%	58 $2,000
Q2 2021 Aug 12, 2021	BUY	$54.57 - $54.92 $40,872 - $41,135	749 Added 261.89%	1,035 $57,000
Q1 2021 May 14, 2021	SELL	$54.5 - $55.17 $163,500 - $165,510	-3,000 Reduced 91.3%	286 $16,000
Q4 2020 Feb 11, 2021	BUY	$54.79 - $55.17 $15,669 - $15,778	286 Added 9.53%	3,286 $181,000
Q3 2020 Nov 12, 2020	BUY	$54.69 - $55.09 $164,070 - $165,270	3,000 New	3,000 $165,000
Q4 2017 Feb 09, 2018	SELL	$52.24 - $52.64 $99,256 - $100,016	-1,900 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	$52.65 - $52.69 $100,035 - $100,111	1,900	1,900 $200,000

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Clearstead Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History