Clear Perspectives Financial Planning, LLC Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,403 shares of IWV stock, worth $464,912. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,403
Previous 1,403 -0.0%
Holding current value
$464,912
Previous $309,000 6.8%
% of portfolio
0.19%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 06, 2021
SELL
$220.59 - $239.53 $10,588 - $11,497
-48 Reduced 3.31%
1,403 $333,000
Q4 2020

Feb 01, 2021
BUY
$191.94 - $223.55 $278,504 - $324,371
1,451 New
1,451 $324,000

Others Institutions Holding IWV

# of Institutions
926
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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