Clearstead Advisors, LLC ISHARES TR Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Number of Shares
902,055
Previous 882,394 2.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
N/A
19,661 Added 2.23%
902,055 $0
Q2 2025

Aug 08, 2025
BUY
N/A
29,761 Added 3.49%
882,394 $0
Q1 2025

May 13, 2025
SELL
N/A
-9,530 Reduced 1.11%
852,633 $0
Q4 2024

Feb 10, 2025
BUY
N/A
64,340 Added 8.06%
862,163 $0
Q3 2024

Nov 13, 2024
BUY
N/A
23,186 Added 2.99%
797,823 $0
Q2 2024

Aug 09, 2024
BUY
N/A
774,637 New
774,637 $0
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