Clear Perspectives Financial Planning, LLC Ishares S&P Midcap 400 Growth Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 01, 2021	BUY	$60.53 - $72.82 $59,622 - $71,727	985 New	985 $71,000

Others Institutions Holding IJK

# of Institutions

933

Shares Held

73.6M

Call Options Held

5.1K

Put Options Held

Morgan Stanley New York, NY

6.78M
Shares

$634 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

6.76M
Shares

$632 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

3.71M
Shares

$347 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

3.03M
Shares

$283 Million
13.19% of portfolio
Ubs Group Ag

2.22M
Shares

$208 Million
0.05% of portfolio

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About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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