Clear Perspectives Financial Planning, LLC Ishares Russell 1000 Gr ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 4,184 shares of IWF stock, worth $1.75 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
4,184
Previous 4,186
0.05%
Holding current value
$1.75 Million
Previous $896,000
14.06%
% of portfolio
0.57%
Previous 0.48%
Shares
10 transactions
Others Institutions Holding IWF
# of Institutions
2,219Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.6 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.8 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$4.06 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.82 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.62 Billion0.52% of portfolio