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 $36,815. This represents 0.0% of its overall portfolio holdings.

Number of Shares
829
Previous 823 0.73%
Holding current value
$36,815
Previous $39,000 2.56%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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