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 4,012 shares of IYR stock, worth $350,929. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,012
Previous 3,997 0.38%
Holding current value
$350,929
Previous $365,000 1.37%
% of portfolio
0.02%
Previous 0.02%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$85.32 - $92.22 $1,279 - $1,383
15 Added 0.38%
4,012 $360,000
Q4 2023

Feb 12, 2024
BUY
$73.28 - $92.46 $5,789 - $7,304
79 Added 2.02%
3,997 $365,000
Q2 2023

Aug 07, 2023
BUY
$80.51 - $86.54 $1,449 - $1,557
18 Added 0.46%
3,918 $339,000
Q1 2023

May 09, 2023
BUY
$78.73 - $95.24 $1,732 - $2,095
22 Added 0.57%
3,900 $331,000
Q4 2022

Feb 14, 2023
BUY
$82.26 - $89.17 $2,796 - $3,031
34 Added 0.88%
3,878 $326,000
Q3 2022

Nov 14, 2022
BUY
N/A
41 Added 1.08%
3,844 $313,000
Q2 2022

Aug 12, 2022
BUY
N/A
15 Added 0.4%
3,803 $350,000
Q1 2022

May 04, 2022
BUY
N/A
15 Added 0.4%
3,788 $410,000
Q4 2021

Feb 14, 2022
BUY
N/A
39 Added 1.04%
3,773 $438,000
Q3 2021

Nov 12, 2021
SELL
N/A
-40 Reduced 1.06%
3,734 $382,000
Q2 2021

Aug 12, 2021
BUY
N/A
19 Added 0.51%
3,774 $385,000
Q1 2021

May 14, 2021
BUY
N/A
18 Added 0.48%
3,755 $345,000
Q4 2020

Feb 11, 2021
SELL
N/A
-3,008 Reduced 44.6%
3,737 $320,000
Q3 2020

Nov 12, 2020
BUY
N/A
3,057 Added 82.89%
6,745 $539,000
Q2 2020

Aug 11, 2020
BUY
N/A
24 Added 0.66%
3,688 $291,000
Q1 2020

May 14, 2020
BUY
N/A
31 Added 0.85%
3,664 $255,000
Q4 2019

Feb 11, 2020
BUY
N/A
36 Added 1.0%
3,633 $338,000
Q3 2019

Nov 12, 2019
BUY
N/A
25 Added 0.7%
3,597 $336,000
Q2 2019

Aug 08, 2019
BUY
N/A
27 Added 0.76%
3,572 $312,000
Q1 2019

May 14, 2019
BUY
N/A
25 Added 0.71%
3,545 $309,000
Q4 2018

Feb 11, 2019
BUY
N/A
55 Added 1.59%
3,520 $264,000
Q3 2018

Nov 13, 2018
BUY
N/A
33 Added 0.96%
3,465 $277,000
Q1 2018

May 14, 2018
BUY
N/A
29 Added 0.85%
3,432 $259,000
Q4 2017

Feb 09, 2018
BUY
N/A
37 Added 1.1%
3,403 $276,000
Q3 2017

Nov 09, 2017
BUY
N/A
3,366
3,366 $269,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email