Ownership history in Clearstead Advisors, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Clearstead Advisors, LLC reported a position in ISHARES TR (ENOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 1,000 | — | 0% | 0.00% | $29K | $28.78 |
| 2025 Q3 | UNCHANGED | 1,000 | — | 0% | 0.00% | $29K | $28.26 |
| 2025 Q2 | UNCHANGED | 1,000 | — | 0% | 0.00% | $28K | $27.60 |
| 2025 Q1 | INITIATED | 1,000 | — | — | 0.00% | $26K | $25.19 |
As of 2025 Q4 — sorted by position size