Clearstead Advisors, LLC Ishares Tr Transaction History

Clearstead Advisors, LLC

$2.01 Billion
Q1 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 7,379 shares of IYJ stock, worth $880,019. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,379

Previous 7,373 0.08%

Holding current value

$880,019

Previous $843,000 9.96%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$111.23 - $125.71 $667 - $754	6 Added 0.08%	7,379 $927,000
Q4 2023 Feb 12, 2024	BUY	$95.31 - $114.66 $1,524 - $1,834	16 Added 0.22%	7,373 $843,000
Q2 2023 Aug 07, 2023	SELL	$96.6 - $106.04 $28,303 - $31,069	-293 Reduced 3.83%	7,357 $780,000
Q1 2023 May 09, 2023	BUY	$95.26 - $104.26 $762 - $834	8 Added 0.1%	7,650 $766,000
Q4 2022 Feb 14, 2023	BUY	$90.36 - $101.21 $274,875 - $307,880	3,042 Added 66.13%	7,642 $737,000

Q4 2021 Feb 14, 2022	SELL	$104.49 - $114.29 $20,898 - $22,858	-200 Reduced 4.17%	4,600 $519,000
Q4 2020 Feb 11, 2021	BUY	$81.66 - $97.19 $195,984 - $233,256	2,400 Added 100.0%	4,800 $466,000
Q1 2020 May 14, 2020	SELL	$52.08 - $87.1 $7,812 - $13,065	-150 Reduced 5.88%	2,400 $298,000
Q4 2019 Feb 11, 2020	BUY	$75.93 - $84.31 $193,621 - $214,990	2,550 New	2,550 $427,000

Others Institutions Holding IYJ

# of Institutions

318

Shares Held

6.18M

Call Options Held

3.6K

Put Options Held

9.8K

View Full List

About ISHARES TR

Ticker IYJ
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Clearstead Advisors, LLC Ishares Tr Transaction History