Clearstead Advisors, LLC Ishares Tr Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 829 shares of IYE stock, worth $41,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares

829

Previous 823 0.73%

Holding current value

$41,242

Previous $39,000 2.56%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$44.44 - $49.18 $266 - $295	6 Added 0.73%	829 $38,000
Q2 2024 Aug 09, 2024	BUY	$46.21 - $51.17 $231 - $255	5 Added 0.61%	823 $39,000
Q1 2024 May 14, 2024	BUY	$41.9 - $49.4 $167 - $197	4 Added 0.49%	818 $40,000
Q4 2023 Feb 12, 2024	BUY	$42.54 - $48.28 $510 - $579	12 Added 1.5%	814 $35,000
Q2 2023 Aug 07, 2023	BUY	$40.39 - $45.87 $161 - $183	4 Added 0.5%	802 $34,000
Q1 2023 May 09, 2023	BUY	$40.63 - $49.07 $284 - $343	7 Added 0.88%	798 $34,000
Q4 2022 Feb 14, 2023	BUY	$41.43 - $50.5 $248 - $303	6 Added 0.76%	791 $36,000
Q3 2022 Nov 14, 2022	BUY	$36.07 - $45.64 $324 - $410	9 Added 1.16%	785 $31,000
Q2 2022 Aug 12, 2022	BUY	$37.64 - $48.83 $27,326 - $35,450	726 Added 1452.0%	776 $30,000
Q3 2021 Nov 12, 2021	SELL	$24.81 - $29.6 $446 - $532	-18 Reduced 26.47%	50 $1,000
Q1 2021 May 14, 2021	BUY	$20.29 - $28.47 $365 - $512	18 Added 36.0%	68 $2,000
Q1 2020 May 14, 2020	BUY	$12.58 - $32.54 $629 - $1,627	50 New	50 $1,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Ishares Tr Transaction History