Clear Perspectives Financial Planning, LLC Ishares S&P 500 Value ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 336 shares of IVE stock, worth $61,155. This represents 0.03% of its overall portfolio holdings.
Number of Shares
336
Previous 390
13.85%
Holding current value
$61,155
Previous $56,000
10.71%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,420Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.24 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.18 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.37 Billion0.34% of portfolio