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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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