Clearstead Trust, LLC Ishares Tr Transaction History

Clearstead Trust, LLC

$473 Million
Q2 2025

A detailed history of Clearstead Trust, LLC transactions in Ishares Tr stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,636 shares of IDV stock, worth $59,681. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,636

Holding current value

$59,681

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$27.79 - $34.84 $45,464 - $56,998	1,636 New	1,636 $56,000

Others Institutions Holding IDV

# of Institutions

574

Shares Held

97.9M

Call Options Held

23.6K

Put Options Held

67.9K

Bank Of America Corp Charlotte, NC

12.4M
Shares

$453 Million
0.03% of portfolio
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

8.45M
Shares

$308 Million
0.41% of portfolio
Morgan Stanley New York, NY

7.02M
Shares

$256 Million
0.02% of portfolio
Envestnet Asset Management Inc

4.79M
Shares

$175 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.95M
Shares

$144 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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