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

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$71.81 - $77.49 $13,141 - $14,180	-183 Reduced 27.6%	480 $36,000
Q3 2021 Nov 05, 2021	BUY	$69.93 - $74.13 $46,363 - $49,148	663 New	663 $47,000

Others Institutions Holding IUSV

# of Institutions

726

Shares Held

163M

Call Options Held

2.8K

Put Options Held

Bank Of America Corp Charlotte, NC

65.6M
Shares

$6.49 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

13.4M
Shares

$1.32 Billion
0.59% of portfolio
Morgan Stanley New York, NY

8.63M
Shares

$854 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.91M
Shares

$486 Million
5.88% of portfolio
Signaturefd, LLC Atlanta, GA

4.31M
Shares

$426 Million
7.92% of portfolio

View Full List

About ISHARES CORE S&P U.S. VALUE ET

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