Clear Perspectives Financial Planning, LLC Ishares Trust Ishares 1 5 Year Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$54.57 - $54.92 $75,033 - $75,515	-1,375 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$54.79 - $55.17 $75,336 - $75,858	1,375 New	1,375 $76,000

Others Institutions Holding IGSB

# of Institutions

952

Shares Held

326M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.2 Billion
0.28% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.06 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$788 Million
9.81% of portfolio
Matson Money. Inc.

13.2M
Shares

$674 Million
22.41% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.1M
Shares

$566 Million
0.16% of portfolio

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