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 $65,442. This represents 0.03% of its overall portfolio holdings.
Number of Shares
336
Previous 390
13.85%
Holding current value
$65,442
Previous $56,000
10.71%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
140MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.32 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.52 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.44 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio