Clearstead Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,660 shares of IYK stock, worth $112,797. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,660
Previous 1,649 0.67%
Holding current value
$112,797
Previous $116,000 2.59%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
$67.65 - $71.68 $744 - $788
11 Added 0.67%
1,660 $113,000
Q2 2025

Aug 08, 2025
SELL
$67.29 - $72.42 $32,433 - $34,906
-482 Reduced 22.62%
1,649 $116,000
Q1 2025

May 13, 2025
BUY
$63.29 - $71.8 $569 - $646
9 Added 0.42%
2,131 $152,000
Q4 2024

Feb 10, 2025
BUY
$65.32 - $70.92 $1,045 - $1,134
16 Added 0.76%
2,122 $139,000
Q3 2024

Nov 13, 2024
BUY
$65.27 - $72.12 $1,044 - $1,153
16 Added 0.77%
2,106 $148,000
Q2 2024

Aug 09, 2024
BUY
$64.04 - $68.25 $832 - $887
13 Added 0.63%
2,090 $137,000
Q1 2024

May 14, 2024
BUY
$65.5 - $197.39 $90,848 - $273,779
1,387 Added 201.01%
2,077 $140,000
Q4 2023

Feb 12, 2024
BUY
$178.71 - $194.11 $2,323 - $2,523
13 Added 1.92%
690 $132,000
Q2 2023

Aug 07, 2023
BUY
$194.31 - $207.61 $582 - $622
3 Added 0.45%
677 $135,000
Q1 2023

May 09, 2023
BUY
$190.43 - $204.74 $571 - $614
3 Added 0.45%
674 $134,000
Q4 2022

Feb 14, 2023
BUY
$59.77 - $210.04 $40,105 - $140,936
671 New
671 $136,000

Others Institutions Holding IYK

# of Institutions
276
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

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