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

Clearstead Advisors, LLC

$6.44 Billion
Q4 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 2,122 shares of IYK stock, worth $150,089. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,122

Previous 2,106 0.76%

Holding current value

$150,089

Previous $148,000 6.08%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

260

Shares Held

9.8M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

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