Clearstead Advisors, LLC Ishares Short Term National Mu Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 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 24,969 shares of SUB stock, worth $2.63 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

24,969

Previous 4,768 423.68%

Holding current value

$2.63 Million

Previous $506,000 420.36%

% of portfolio

0.04%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$104.94 - $106.2 $2.12 Million - $2.15 Million	20,201 Added 423.68%	24,969 $2.63 Million
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

901

Shares Held

82.3M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Clearstead Advisors, LLC Ishares Short Term National Mu Transaction History