Clear Perspectives Financial Planning, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 106 shares of IVW stock, worth $11,128. This represents 0.0% of its overall portfolio holdings.

Number of Shares

106

Previous 230 53.91%

Holding current value

$11,128

Previous $13,000 53.85%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$57.25 - $63.89 $7,099 - $7,922	-124 Reduced 53.91%	106 $6,000
Q4 2022 Feb 13, 2023	SELL	$56.73 - $63.56 $69,550 - $77,924	-1,226 Reduced 84.2%	230 $13,000
Q3 2022 Nov 09, 2022	SELL	$57.85 - $71.43 $106,154 - $131,074	-1,835 Reduced 55.76%	1,456 $84,000
Q2 2022 Aug 11, 2022	SELL	$58.13 - $77.8 $88,357 - $118,256	-1,520 Reduced 31.59%	3,291 $199,000
Q1 2022 May 12, 2022	SELL	$68.33 - $84.32 $3,758 - $4,637	-55 Reduced 1.13%	4,811 $367,000
Q4 2021 Feb 09, 2022	SELL	$73.18 - $84.81 $80,498 - $93,291	-1,100 Reduced 18.44%	4,866 $407,000
Q3 2021 Nov 05, 2021	SELL	$72.99 - $79.0 $36,495 - $39,500	-500 Reduced 7.73%	5,966 $441,000
Q2 2021 Aug 05, 2021	SELL	$65.96 - $72.81 $42,873 - $47,326	-650 Reduced 9.13%	6,466 $470,000
Q1 2021 May 06, 2021	SELL	$61.43 - $67.25 $61,430 - $67,250	-1,000 Reduced 12.32%	7,116 $463,000
Q4 2020 Feb 01, 2021	BUY	$56.17 - $63.82 $455,875 - $517,963	8,116 New	8,116 $518,000

Others Institutions Holding IVW

# of Institutions

1,823

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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