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 $39,634. This represents 0.0% of its overall portfolio holdings.

Number of Shares

829

Previous 823 0.73%

Holding current value

$39,634

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

318

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

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About ISHARES TR

Ticker IYE
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Clearstead Advisors, LLC Ishares Tr Transaction History