Clear Perspectives Financial Planning, LLC Ishares Msci Usa Quality Facto Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$123.55 - $145.17 $94,639 - $111,200	-766 Reduced 96.84%	25 $3,000
Q3 2021 Nov 05, 2021	BUY	$131.73 - $141.78 $19,759 - $21,267	150 Added 23.4%	791 $104,000
Q2 2021 Aug 05, 2021	SELL	$123.09 - $133.01 $224,762 - $242,876	-1,826 Reduced 74.02%	641 $85,000
Q1 2021 May 06, 2021	SELL	$112.92 - $122.16 $34,101 - $36,892	-302 Reduced 10.91%	2,467 $300,000
Q4 2020 Feb 01, 2021	BUY	$100.86 - $116.21 $279,281 - $321,785	2,769 New	2,769 $322,000

Others Institutions Holding QUAL

# of Institutions

1,446

Shares Held

227M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.29 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.73 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.68 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.45 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.41 Billion
0.11% of portfolio

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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