Clear Perspectives Financial Planning, LLC Ishares Tr Core Aggressive All Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,073 shares of AOA stock, worth $89,423. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,073

Previous 1,108 3.16%

Holding current value

$89,423

Previous $66,000 3.03%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$59.87 - $64.81 $2,095 - $2,268	-35 Reduced 3.16%	1,073 $68,000
Q4 2022 Feb 13, 2023	SELL	$55.07 - $62.69 $32,876 - $37,425	-597 Reduced 35.01%	1,108 $66,000
Q3 2022 Nov 09, 2022	SELL	$55.45 - $64.54 $116,445 - $135,534	-2,100 Reduced 55.19%	1,705 $95,000
Q2 2022 Aug 11, 2022	SELL	$58.69 - $69.52 $37,268 - $44,145	-635 Reduced 14.3%	3,805 $228,000
Q1 2022 May 12, 2022	SELL	$65.0 - $73.15 $34,580 - $38,915	-532 Reduced 10.7%	4,440 $306,000
Q4 2021 Feb 09, 2022	SELL	$69.49 - $73.61 $16,469 - $17,445	-237 Reduced 4.55%	4,972 $362,000
Q3 2021 Nov 05, 2021	SELL	$69.28 - $72.77 $28,681 - $30,126	-414 Reduced 7.36%	5,209 $364,000
Q2 2021 Aug 05, 2021	SELL	$67.52 - $70.92 $98,781 - $103,755	-1,463 Reduced 20.65%	5,623 $397,000
Q1 2021 May 06, 2021	SELL	$63.86 - $67.38 $19,477 - $20,550	-305 Reduced 4.13%	7,086 $474,000
Q4 2020 Feb 01, 2021	BUY	$56.73 - $64.27 $419,291 - $475,019	7,391 New	7,391 $474,000

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.98M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Clear Perspectives Financial Planning, LLC Ishares Tr Core Aggressive All Transaction History