Clearstead Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Clearstead Advisors, LLC holds 6,282 shares of USIG stock, worth $322,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,282

Previous 5,061 24.13%

Holding current value

$322,517

Previous $256,000 23.05%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$49.21 - $50.7 $60,085 - $61,904	1,221 Added 24.13%	6,282 $315,000
Q1 2024 May 14, 2024	BUY	$50.05 - $51.32 $1,501 - $1,539	30 Added 0.6%	5,061 $256,000
Q4 2023 Feb 12, 2024	SELL	$46.72 - $51.48 $64,473 - $71,042	-1,380 Reduced 21.53%	5,031 $257,000
Q3 2023 Nov 07, 2023	BUY	$48.03 - $50.28 $305,230 - $319,529	6,355 Added 11348.21%	6,411 $308,000
Q1 2023 May 09, 2023	SELL	$49.01 - $51.53 $621,103 - $653,039	-12,673 Reduced 99.56%	56 $2,000
Q4 2022 Feb 14, 2023	BUY	$46.74 - $50.68 $593,504 - $643,534	12,698 Added 40961.29%	12,729 $625,000
Q4 2021 Feb 14, 2022	BUY	$59.32 - $60.73 $1,838 - $1,882	31 New	31 $2,000

Others Institutions Holding USIG

# of Institutions

408

Shares Held

158M

Call Options Held

26.7K

Put Options Held

7.8K

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History