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

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

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 2,106 shares of IYK stock, worth $138,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,106

Previous 2,090 0.77%

Holding current value

$138,027

Previous $137,000 8.03%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

244

Shares Held

9.64M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

Track This Portfolio

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.

Account

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