Clear Perspectives Financial Planning, LLC Ishares Tr Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$109.96 - $110.28 $4.95 Million - $4.96 Million	-44,990 Reduced 29.43%	107,885 $11.9 Million
Q1 2022 May 12, 2022	BUY	$110.22 - $110.4 $16.8 Million - $16.9 Million	152,875 New	152,875 $16.9 Million

Others Institutions Holding SHV

# of Institutions

725

Shares Held

103M

Call Options Held

3.8K

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$993 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$834 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.26M
Shares

$688 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.71M
Shares

$408 Million
0.09% of portfolio

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