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 7,240 shares of IYJ stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,240
Previous 7,232 0.11%
Holding current value
$1.04 Million
Previous $1.03 Million 2.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
BUY
$142.42 - $148.18 $1,139 - $1,185
8 Added 0.11%
7,240 $1.06 Million
Q2 2025

Aug 08, 2025
BUY
$115.07 - $142.31 $575 - $711
5 Added 0.07%
7,232 $1.03 Million
Q1 2025

May 13, 2025
SELL
$127.48 - $142.0 $30,212 - $33,654
-237 Reduced 3.18%
7,227 $940,000
Q4 2024

Feb 10, 2025
BUY
$132.97 - $143.93 $1,063 - $1,151
8 Added 0.11%
7,464 $996,000
Q3 2024

Nov 13, 2024
BUY
$118.32 - $133.67 $709 - $802
6 Added 0.08%
7,456 $996,000
Q2 2024

Aug 09, 2024
BUY
$119.1 - $125.05 $8,456 - $8,878
71 Added 0.96%
7,450 $889,000
Q1 2024

May 14, 2024
BUY
$111.23 - $125.71 $667 - $754
6 Added 0.08%
7,379 $927,000
Q4 2023

Feb 12, 2024
BUY
$95.31 - $114.66 $1,524 - $1,834
16 Added 0.22%
7,373 $843,000
Q2 2023

Aug 07, 2023
SELL
$96.6 - $106.04 $28,303 - $31,069
-293 Reduced 3.83%
7,357 $780,000
Q1 2023

May 09, 2023
BUY
$95.26 - $104.26 $762 - $834
8 Added 0.1%
7,650 $766,000
Q4 2022

Feb 14, 2023
BUY
$84.86 - $101.21 $258,144 - $307,880
3,042 Added 66.13%
7,642 $737,000
Q4 2021

Feb 14, 2022
SELL
$104.49 - $114.29 $20,898 - $22,858
-200 Reduced 4.17%
4,600 $519,000
Q4 2020

Feb 11, 2021
BUY
$81.66 - $97.19 $195,984 - $233,256
2,400 Added 100.0%
4,800 $466,000
Q1 2020

May 14, 2020
SELL
$52.08 - $87.1 $7,812 - $13,065
-150 Reduced 5.88%
2,400 $298,000
Q4 2019

Feb 11, 2020
BUY
$75.93 - $84.31 $193,621 - $214,990
2,550 New
2,550 $427,000

Others Institutions Holding IYJ

# of Institutions
344
Shares Held
6.59M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR

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

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email