Clearstead Advisors, LLC Ishares Short Term National Mu Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Clearstead Advisors, LLC holds 4,768 shares of SUB stock, worth $501,927. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,768
Previous 3,268 45.9%
Holding current value
$501,927
Previous $341,000 48.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
$104.3 - $106.3 $156,450 - $159,450
1,500 Added 45.9%
4,768 $506,000
Q1 2024

May 14, 2024
SELL
$104.73 - $105.42 $59,905 - $60,300
-572 Reduced 14.9%
3,268 $342,000
Q4 2023

Feb 12, 2024
SELL
$102.62 - $105.46 $481,287 - $494,607
-4,690 Reduced 54.98%
3,840 $404,000
Q3 2023

Nov 13, 2023
SELL
$102.82 - $104.26 $167,390 - $169,735
-1,628 Reduced 16.03%
8,530 $877,000
Q3 2023

Nov 07, 2023
BUY
$102.82 - $104.26 $1.04 Million - $1.06 Million
10,158 New
10,158 $1.04 Million

Others Institutions Holding SUB

# of Institutions
827
Shares Held
68.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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  • Ticker SUB
  • Sector ETFs
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