Clear Perspectives Financial Planning, LLC Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 5,779 shares of IVV stock, worth $3.5 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

5,779

Previous 5,782 0.05%

Holding current value

$3.5 Million

Previous $2.22 Million 6.93%

% of portfolio

1.33%

Previous 1.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$381.13 - $418.66 $1,143 - $1,255	-3 Reduced 0.05%	5,779 $2.38 Million
Q4 2022 Feb 13, 2023	SELL	$357.98 - $409.32 $11,097 - $12,688	-31 Reduced 0.53%	5,782 $2.22 Million
Q3 2022 Nov 09, 2022	SELL	$358.65 - $432.04 $12,552 - $15,121	-35 Reduced 0.6%	5,813 $2.09 Million
Q2 2022 Aug 11, 2022	SELL	$366.99 - $458.8 $251,388 - $314,278	-685 Reduced 10.49%	5,848 $2.22 Million
Q1 2022 May 12, 2022	SELL	$418.06 - $479.84 $9,197 - $10,556	-22 Reduced 0.34%	6,533 $2.96 Million
Q4 2021 Feb 09, 2022	SELL	$430.29 - $479.53 $18,932 - $21,099	-44 Reduced 0.67%	6,555 $3.13 Million
Q3 2021 Nov 05, 2021	BUY	$426.8 - $455.27 $54,203 - $57,819	127 Added 1.96%	6,599 $2.84 Million
Q2 2021 Aug 05, 2021	SELL	$402.08 - $429.92 $15,681 - $16,766	-39 Reduced 0.6%	6,472 $2.78 Million
Q1 2021 May 06, 2021	SELL	$370.22 - $398.75 $39,243 - $42,267	-106 Reduced 1.6%	6,511 $2.59 Million
Q4 2020 Feb 01, 2021	BUY	$327.62 - $375.39 $2.17 Million - $2.48 Million	6,617 New	6,617 $2.48 Million

Others Institutions Holding IVV

# of Institutions

3,447

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Clear Perspectives Financial Planning, LLC Ishares Core S&P 500 ETF Transaction History