Clearstead Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 842775
CLEVELAND, OH
All Filings in AOA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,000,155 | 61,477 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,447,621 | 61,562 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,549,854 | 61,968 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,464,856 | 62,002 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,214,084 | 62,519 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,829,980 | 63,137 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,798,467 | 62,635 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,708,480 | 59,669 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,440,885 | 59,386 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,753 | 160 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||