Clearstead Trust, LLC Ishares Barclays Transaction History

Clearstead Trust, LLC

  • $414 Million
  • Q4 2024

A detailed history of Clearstead Trust, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Clearstead Trust, LLC holds 405 shares of IEF stock, worth $37,794. This represents 0.01% of its overall portfolio holdings.

Number of Shares
405
Previous 512 20.9%
Holding current value
$37,794
Previous $50,000 26.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$92.08 - $98.18 $9,852 - $10,505
-107 Reduced 20.9%
405 $37,000
Q3 2024

Nov 13, 2024
BUY
$92.67 - $99.14 $30,581 - $32,716
330 Added 181.32%
512 $50,000
Q4 2023

Feb 06, 2024
SELL
$88.95 - $97.0 $72,316 - $78,861
-813 Reduced 81.71%
182 $17,000
Q2 2023

Aug 08, 2023
BUY
$96.39 - $100.48 $34,796 - $36,273
361 Added 56.94%
995 $96,000
Q4 2022

Jan 31, 2023
BUY
$92.93 - $99.14 $24,440 - $26,073
263 Added 70.89%
634 $61,000
Q3 2022

Nov 10, 2022
BUY
$94.56 - $105.6 $35,081 - $39,177
371 New
371 $36,000

Others Institutions Holding IEF

# of Institutions
1,090
Shares Held
301M
Call Options Held
19.7M
Put Options Held
14.2M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email