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 1,646 shares of ITA stock, worth $252,216. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,646

Previous 1,555 5.85%

Holding current value

$252,216

Previous $232,000 3.02%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$144.31 - $157.31 $13,132 - $14,315	91 Added 5.85%	1,646 $239,000
Q2 2024 Aug 09, 2024	BUY	$127.05 - $137.39 $37,098 - $40,117	292 Added 23.12%	1,555 $205,000
Q1 2024 May 14, 2024	BUY	$119.3 - $131.93 $12,287 - $13,588	103 Added 8.88%	1,263 $166,000
Q4 2023 Feb 12, 2024	BUY	$103.16 - $126.68 $87,686 - $107,678	850 Added 274.19%	1,160 $146,000
Q2 2023 Aug 07, 2023	BUY	$108.66 - $117.41 $8,692 - $9,392	80 Added 34.78%	310 $36,000
Q1 2021 May 14, 2021	SELL	$89.08 - $106.06 $1,247 - $1,484	-14 Reduced 5.74%	230 $24,000
Q4 2020 Feb 11, 2021	BUY	$74.72 - $96.94 $9,638 - $12,505	129 Added 112.17%	244 $23,000
Q3 2020 Nov 12, 2020	BUY	$77.31 - $86.07 $1,932 - $2,151	25 Added 27.78%	115 $18,000
Q2 2020 Aug 11, 2020	BUY	$67.92 - $96.92 $3,599 - $5,136	53 Added 143.24%	90 $15,000
Q1 2020 May 14, 2020	BUY	$58.76 - $119.9 $2,174 - $4,436	37 New	37 $5,000

Others Institutions Holding ITA

# of Institutions

754

Shares Held

21.1M

Call Options Held

704K

Put Options Held

446K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Ishares Tr Transaction History