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 $4.92 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

13,376

Previous 13,661 2.09%

Holding current value

$4.92 Million

Previous $2.88 Million 4.77%

% of portfolio

1.69%

Previous 1.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$208.78 - $230.55 $59,502 - $65,706	-285 Reduced 2.09%	13,376 $3.01 Million
Q4 2022 Feb 13, 2023	SELL	$196.94 - $224.49 $45,099 - $51,408	-229 Reduced 1.65%	13,661 $2.88 Million
Q3 2022 Nov 09, 2022	SELL	$197.33 - $237.63 $42,228 - $50,852	-214 Reduced 1.52%	13,890 $2.74 Million
Q2 2022 Aug 11, 2022	SELL	$201.03 - $253.2 $13,267 - $16,711	-66 Reduced 0.47%	14,104 $2.93 Million
Q1 2022 May 12, 2022	SELL	$230.48 - $266.11 $23,508 - $27,143	-102 Reduced 0.71%	14,170 $3.54 Million

Q4 2021 Feb 09, 2022	SELL	$241.33 - $266.02 $46,335 - $51,075	-192 Reduced 1.33%	14,272 $3.77 Million
Q3 2021 Nov 05, 2021	SELL	$239.32 - $255.42 $10,530 - $11,238	-44 Reduced 0.3%	14,464 $3.5 Million
Q2 2021 Aug 05, 2021	SELL	$226.48 - $242.11 $31,480 - $33,653	-139 Reduced 0.95%	14,508 $3.51 Million
Q4 2020 Feb 01, 2021	BUY	$182.85 - $211.84 $2.68 Million - $3.1 Million	14,647 New	14,647 $3.1 Million

Others Institutions Holding IWB

# of Institutions

1,619

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Clear Perspectives Financial Planning, LLC Ishares Tr Russell 1000 ETF Transaction History