Clear Perspectives Financial Planning, LLC Ishares S&P 100 ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 5,712 shares of OEF stock, worth $1.52 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

5,712

Previous 5,855 2.44%

Holding current value

$1.52 Million

Previous $998,000 7.01%

% of portfolio

0.6%

Previous 0.53%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$168.71 - $187.04 $24,125 - $26,746	-143 Reduced 2.44%	5,712 $1.07 Million
Q2 2022 Aug 11, 2022	SELL	$166.91 - $211.14 $20,863 - $26,392	-125 Reduced 2.09%	5,855 $1.01 Million
Q1 2022 May 12, 2022	BUY	$190.9 - $221.63 $29,589 - $34,352	155 Added 2.66%	5,980 $1.25 Million
Q4 2021 Feb 09, 2022	SELL	$196.91 - $220.94 $7,285 - $8,174	-37 Reduced 0.63%	5,825 $1.28 Million
Q4 2020 Feb 01, 2021	BUY	$150.78 - $171.64 $883,872 - $1.01 Million	5,862 New	5,862 $1.01 Million

Others Institutions Holding OEF

# of Institutions

839

Shares Held

35.9M

Call Options Held

9.9K

Put Options Held

26.4K

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

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Clear Perspectives Financial Planning, LLC Ishares S&P 100 ETF Transaction History