Clearstead Advisors, LLC Ishares Tr Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 317 shares of IEZ stock, worth $6,561. This represents 0.0% of its overall portfolio holdings.

Number of Shares
317
Previous 315 0.63%
Holding current value
$6,561
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$17.13 - $19.92 $34 - $39
2 Added 0.63%
317 $6,000
Q2 2025

Aug 08, 2025
BUY
$14.77 - $19.84 $14 - $19
1 Added 0.32%
315 $5,000
Q1 2025

May 13, 2025
BUY
$18.42 - $22.2 $36 - $44
2 Added 0.64%
314 $6,000
Q4 2024

Feb 10, 2025
BUY
$18.93 - $22.09 $18 - $22
1 Added 0.32%
312 $6,000
Q3 2024

Nov 13, 2024
BUY
$19.08 - $23.8 $19 - $23
1 Added 0.32%
311 $6,000
Q2 2024

Aug 09, 2024
BUY
$20.73 - $24.62 $41 - $49
2 Added 0.65%
310 $6,000
Q1 2024

May 14, 2024
BUY
$19.85 - $23.65 $6,113 - $7,284
308 New
308 $7,000

Others Institutions Holding IEZ

# of Institutions
74
Shares Held
2.56M
Call Options Held
37.6K
Put Options Held
10.4K
View Full List

About ISHARES TR

IEZ Quotes by TradingView
  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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