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

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,490 shares of IUSV stock, worth $145,021. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,490

Previous 1,490 -0.0%

Holding current value

$145,021

Previous $134,000 2.24%

% of portfolio

0.0%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$62.61 - $73.64 $74,505 - $87,631	1,190 Added 396.67%	1,490 $93,000
Q2 2022 Aug 12, 2022	SELL	$64.88 - $77.18 $77,207 - $91,844	-1,190 Reduced 79.87%	300 $20,000
Q1 2021 May 14, 2021	BUY	$61.28 - $69.6 $18,384 - $20,880	300 Added 25.21%	1,490 $103,000
Q1 2020 May 14, 2020	BUY	$39.87 - $63.83 $47,445 - $75,957	1,190 New	1,190 $55,000
Q2 2019 Aug 08, 2019	SELL	$52.68 - $57.18 $1.27 Million - $1.38 Million	-24,149 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$46.36 - $56.72 $1.12 Million - $1.37 Million	24,149 New	24,149 $1.19 Million

Others Institutions Holding IUSV

# of Institutions

713

Shares Held

158M

Call Options Held

2.8K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Clearstead Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History