A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,437 shares of MBB stock, worth $225,032. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,437
Previous 2,704 9.87%
Holding current value
$225,032
Previous $248,000 6.05%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$90.85 - $96.66 $24,256 - $25,808
-267 Reduced 9.87%
2,437 $233,000
Q2 2024

Aug 09, 2024

BUY
$89.41 - $92.64 $211,365 - $219,000
2,364 Added 695.29%
2,704 $248,000
Q1 2024

May 14, 2024

BUY
$91.2 - $93.98 $91 - $93
1 Added 0.29%
340 $31,000
Q4 2023

Feb 12, 2024

BUY
$85.82 - $94.55 $6,179 - $6,807
72 Added 26.97%
339 $31,000
Q4 2022

Feb 14, 2023

BUY
$88.67 - $95.44 $23,674 - $25,482
267 New
267 $24,000
Q2 2022

Aug 12, 2022

SELL
$94.4 - $101.46 $64,097 - $68,891
-679 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$100.79 - $107.06 $26,205 - $27,835
260 Added 62.05%
679 $69,000
Q4 2021

Feb 14, 2022

BUY
$107.03 - $108.32 $44,845 - $45,386
419 New
419 $45,000
Q3 2021

Nov 12, 2021

SELL
$107.99 - $108.77 $34,664 - $34,915
-321 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$107.91 - $108.86 $26,006 - $26,235
241 Added 301.25%
321 $35,000
Q3 2020

Nov 12, 2020

BUY
$110.22 - $110.82 $8,817 - $8,865
80 New
80 $9,000
Q1 2018

May 14, 2018

SELL
$103.91 - $106.56 $257,696 - $264,268
-2,480 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$106.18 - $107.25 $263,326 - $265,980
2,480
2,480 $264,000

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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