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 $10,417. This represents 0.0% of its overall portfolio holdings.
Number of Shares
106
Previous 230
53.91%
Holding current value
$10,417
Previous $13,000
53.85%
% of portfolio
0.0%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
415MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.57 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.34 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.83 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.54 Billion0.69% of portfolio