Clear Perspectives Financial Planning, LLC Ishares Core High Dividend ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 5,352 shares of HDV stock, worth $602,474. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,352

Previous 55,912 90.43%

Holding current value

$602,474

Previous $5.83 Million 90.67%

% of portfolio

0.31%

Previous 3.1%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$97.23 - $106.66 $4.92 Million - $5.39 Million	-50,560 Reduced 90.43%	5,352 $544,000
Q4 2022 Feb 13, 2023	BUY	$93.56 - $108.19 $1.59 Million - $1.83 Million	16,960 Added 43.54%	55,912 $5.83 Million
Q3 2022 Nov 09, 2022	BUY	$91.29 - $105.95 $3.2 Million - $3.71 Million	35,057 Added 900.05%	38,952 $3.56 Million
Q2 2022 Aug 11, 2022	BUY	$97.13 - $109.92 $378,321 - $428,138	3,895 New	3,895 $391,000

Others Institutions Holding HDV

# of Institutions

800

Shares Held

48.3M

Call Options Held

822K

Put Options Held

56K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

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 Core High Dividend ETF Transaction History