Clear Perspectives Financial Planning, LLC Ishares Msci Acwi ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 2,288 shares of ACWI stock, worth $276,344. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,288

Previous 1,135 101.59%

Holding current value

$276,344

Previous $96,000 116.67%

% of portfolio

0.12%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$84.9 - $92.93 $97,889 - $107,148	1,153 Added 101.59%	2,288 $208,000
Q3 2022 Nov 09, 2022	SELL	$77.83 - $92.7 $1,945 - $2,317	-25 Reduced 2.16%	1,135 $88,000
Q2 2022 Aug 11, 2022	SELL	$81.93 - $101.4 $43,422 - $53,742	-530 Reduced 31.36%	1,160 $97,000
Q1 2022 May 12, 2022	SELL	$92.11 - $106.34 $10,132 - $11,697	-110 Reduced 6.11%	1,690 $169,000
Q3 2021 Nov 05, 2021	SELL	$99.44 - $105.29 $99,440 - $105,290	-1,000 Reduced 35.71%	1,800 $180,000
Q1 2021 May 06, 2021	SELL	$90.22 - $96.52 $27,066 - $28,956	-300 Reduced 9.68%	2,800 $266,000
Q4 2020 Feb 01, 2021	BUY	$78.14 - $90.72 $242,234 - $281,232	3,100 New	3,100 $281,000

Others Institutions Holding ACWI

# of Institutions

738

Shares Held

77.5M

Call Options Held

1.75M

Put Options Held

1.84M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account

Clear Perspectives Financial Planning, LLC Ishares Msci Acwi ETF Transaction History