Clear Perspectives Financial Planning, LLC Ishares Core S&P U.S Growth Et Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	SELL	$80.18 - $99.02 $22,049 - $27,230	-275 Reduced 95.16%	14 $1,000
Q1 2022 May 12, 2022	SELL	$94.61 - $116.48 $9,461 - $11,648	-100 Reduced 25.71%	289 $31,000
Q3 2021 Nov 05, 2021	BUY	$101.41 - $109.45 $39,448 - $42,576	389 New	389 $40,000

Others Institutions Holding IUSG

# of Institutions

740

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

Bank Of America Corp Charlotte, NC

39.2M
Shares

$5.57 Billion
0.44% of portfolio
Lpl Financial LLC Fort Mill, SC

14.9M
Shares

$2.11 Billion
0.9% of portfolio
Morgan Stanley New York, NY

13.1M
Shares

$1.87 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.08M
Shares

$1.01 Billion
0.96% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$307 Million
0.09% of portfolio

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