Clear Perspectives Financial Planning, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$70.21 - $77.4 $1,825 - $2,012	-26 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	$72.9 - $77.14 $1,895 - $2,005	26 New	26 $2,000

Others Institutions Holding SCZ

# of Institutions

778

Shares Held

96.8M

Call Options Held

10.8K

Put Options Held

4.7K

Jones Financial Companies Lllp

9.72M
Shares

$619 Million
0.56% of portfolio
Natixis Advisors, L.P. Boston, MA

8.87M
Shares

$565 Million
1.01% of portfolio
Creative Planning Overland Park, KS

4.7M
Shares

$299 Million
0.28% of portfolio
Tiaa, Fsb St. Louis, MO

4.25M
Shares

$271 Million
0.91% of portfolio
Goldman Sachs Group Inc New York, NY

3.6M
Shares

$229 Million
0.04% of portfolio

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About ISHARES TR MSCI EAFE SMALL CAP

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