Clear Perspectives Financial Planning, LLC Ishares Tr Russell 1000 ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 13,376 shares of IWB stock, worth $4.19 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
13,376
Previous 13,661
2.09%
Holding current value
$4.19 Million
Previous $2.88 Million
4.77%
% of portfolio
1.69%
Previous 1.53%
Shares
9 transactions
Others Institutions Holding IWB
# of Institutions
1,339Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.78 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.41 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.14 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$990 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$876 Million0.07% of portfolio