Clearstead Advisors, LLC ISHARES TR Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Number of Shares
882,394
Previous 852,633 3.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
29,761 Added 3.49%
882,394 $0
Q1 2025

May 13, 2025
SELL
N/A
-9,530 Reduced 1.11%
852,633 $0
Q4 2024

Feb 10, 2025
BUY
N/A
64,340 Added 8.06%
862,163 $0
Q3 2024

Nov 13, 2024
BUY
N/A
23,186 Added 2.99%
797,823 $0
Q2 2024

Aug 09, 2024
BUY
N/A
774,637 New
774,637 $0
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