Clearstead Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Clearstead Advisors, LLC holds 12,174 shares of IUSG stock, worth $1.73 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,174

Previous 12,174 -0.0%

Holding current value

$1.73 Million

Previous $1.7 Million 8.79%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$129.96 - $144.97 $4,548 - $5,073	-35 Reduced 0.29%	12,174 $1.7 Million
Q3 2023 Nov 07, 2023	SELL	$94.27 - $100.74 $659 - $705	-7 Reduced 0.06%	12,209 $1.16 Million
Q4 2022 Feb 14, 2023	BUY	$78.88 - $88.47 $552 - $619	7 Added 0.06%	12,216 $995,000
Q3 2022 Nov 14, 2022	BUY	$80.18 - $99.02 $939,228 - $1.16 Million	11,714 Added 2366.46%	12,209 $979,000
Q2 2022 Aug 12, 2022	SELL	$80.61 - $107.49 $88,671 - $118,239	-1,100 Reduced 68.97%	495 $41,000
Q4 2021 Feb 14, 2022	SELL	$101.4 - $117.16 $25,350 - $29,290	-250 Reduced 13.55%	1,595 $184,000
Q1 2021 May 14, 2021	BUY	$85.7 - $93.77 $39,422 - $43,134	460 Added 33.21%	1,845 $168,000
Q1 2020 May 14, 2020	BUY	$49.63 - $73.36 $68,737 - $101,603	1,385 New	1,385 $79,000

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

120M

Call Options Held

300

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Industry ETFs

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Clearstead Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History