Clearstead Advisors, LLC Ishares Tr Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 23,205 shares of IDV stock, worth $675,497. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,205

Previous 34,355 32.46%

Holding current value

$675,497

Previous $1.04 Million 38.82%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$27.03 - $29.92 $301,384 - $333,608	-11,150 Reduced 32.46%	23,205 $635,000
Q3 2024 Nov 13, 2024	BUY	$27.62 - $30.64 $138,900 - $154,088	5,029 Added 17.15%	34,355 $1.04 Million
Q2 2024 Aug 09, 2024	BUY	$26.94 - $30.1 $18,561 - $20,738	689 Added 2.41%	29,326 $811,000
Q1 2024 May 14, 2024	BUY	$26.95 - $28.13 $93,866 - $97,976	3,483 Added 13.85%	28,637 $802,000
Q4 2023 Feb 12, 2024	BUY	$24.46 - $28.13 $13,061 - $15,021	534 Added 2.17%	25,154 $704,000
Q3 2023 Nov 07, 2023	BUY	$25.3 - $27.59 $117,720 - $128,376	4,653 Added 23.3%	24,620 $625,000
Q2 2023 Aug 07, 2023	BUY	$25.86 - $28.52 $64,650 - $71,300	2,500 Added 14.31%	19,967 $525,000
Q1 2023 May 09, 2023	BUY	$26.54 - $29.5 $459,672 - $510,940	17,320 Added 11782.31%	17,467 $480,000
Q4 2022 Feb 14, 2023	BUY	$22.26 - $27.56 $2,226 - $2,756	100 Added 212.77%	147 $3,000
Q3 2022 Nov 14, 2022	BUY	$22.53 - $28.47 $1,058 - $1,338	47 New	47 $1,000

Others Institutions Holding IDV

# of Institutions

481

Shares Held

78.6M

Call Options Held

92.6K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Clearstead Advisors, LLC Ishares Tr Transaction History