Clear Perspectives Financial Planning, LLC Ishares Core S&P Sm Cap 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 S&P Sm Cap ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 364 shares of IJR stock, worth $45,227. This represents 0.02% of its overall portfolio holdings.
Number of Shares
364
Previous 396
8.08%
Holding current value
$45,227
Previous $37,000
5.41%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding IJR
# of Institutions
2,538Shares Held
496MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.34 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.78 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.26 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.21 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.98 Billion0.42% of portfolio