Clear Perspectives Financial Planning, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$121.42 - $128.17 $337,547 - $356,312	-2,780 Reduced 98.72%	36 $4,000
Q4 2021 Feb 09, 2022	SELL	$128.19 - $130.42 $596,468 - $606,844	-4,653 Reduced 62.3%	2,816 $362,000
Q3 2021 Nov 05, 2021	SELL	$129.96 - $131.96 $789,636 - $801,788	-6,076 Reduced 44.86%	7,469 $972,000
Q2 2021 Aug 05, 2021	SELL	$129.78 - $131.28 $705,743 - $713,900	-5,438 Reduced 28.65%	13,545 $1.77 Million
Q1 2021 May 06, 2021	SELL	$129.89 - $133.02 $1.16 Million - $1.19 Million	-8,942 Reduced 32.02%	18,983 $2.47 Million
Q4 2020 Feb 01, 2021	BUY	$132.44 - $133.52 $3.7 Million - $3.73 Million	27,925 New	27,925 $3.71 Million

Others Institutions Holding IEI

# of Institutions

775

Shares Held

95.5M

Call Options Held

174K

Put Options Held

56.1K

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.12 Billion
0.09% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$742 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.8M
Shares

$673 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$486 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$455 Million
0.16% of portfolio

View Full List

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