Clearstead Advisors, LLC Ishares Morningstar Growth ETF Transaction History

Clearstead Advisors, LLC

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	N/A	614,062 New	614,062 $0
Q2 2022 Aug 12, 2022	SELL	N/A	-8,666 Reduced 1.0%	858,882 $43 Million
Q1 2022 May 04, 2022	BUY	N/A	12,360 Added 1.45%	867,548 $56.4 Million
Q4 2021 Feb 14, 2022	BUY	N/A	3,628 Added 0.43%	855,188 $61.4 Million
Q3 2021 Nov 12, 2021	BUY	N/A	14,001 Added 1.67%	851,560 $55.8 Million
Q2 2021 Aug 12, 2021	BUY	N/A	674,917 Added 414.97%	837,559 $54.2 Million
Q1 2021 May 14, 2021	BUY	N/A	4,962 Added 3.15%	162,642 $46.9 Million
Q4 2020 Feb 11, 2021	SELL	N/A	-1,621 Reduced 1.02%	157,680 $45.7 Million
Q3 2020 Nov 12, 2020	BUY	N/A	26,707 Added 20.14%	159,301 $42.6 Million
Q2 2020 Aug 11, 2020	BUY	N/A	11,873 Added 9.84%	132,594 $31.1 Million
Q1 2020 May 14, 2020	BUY	N/A	1,808 Added 1.52%	120,721 $22.4 Million
Q4 2019 Feb 11, 2020	BUY	N/A	936 Added 0.79%	118,913 $25 Million
Q3 2019 Nov 12, 2019	BUY	N/A	11,558 Added 10.86%	117,977 $22.6 Million
Q2 2019 Aug 08, 2019	BUY	N/A	1,361 Added 1.3%	106,419 $20.4 Million
Q1 2019 May 14, 2019	BUY	N/A	360 Added 0.34%	105,058 $19.2 Million
Q4 2018 Feb 11, 2019	BUY	N/A	369 Added 0.35%	104,698 $16.6 Million
Q3 2018 Nov 13, 2018	BUY	N/A	8,765 Added 9.17%	104,329 $19.4 Million
Q2 2018 Aug 07, 2018	BUY	N/A	1,159 Added 1.23%	95,564 $16.7 Million
Q1 2018 May 14, 2018	BUY	N/A	16,845 Added 21.72%	94,405 $15.5 Million
Q4 2017 Feb 09, 2018	BUY	N/A	16,975 Added 28.02%	77,560 $12.1 Million
Q3 2017 Nov 09, 2017	BUY	N/A	60,585	60,585 $8.87 Million

265

15.8M

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