Clear Perspectives Financial Planning, LLC Ishares 0 5 Year Investment Gr Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$49.19 - $51.02 $597,904 - $620,148	-12,155 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$50.99 - $51.69 $62,462 - $63,320	-1,225 Reduced 9.16%	12,155 $621,000
Q3 2021 Nov 05, 2021	BUY	$51.65 - $51.91 $51,185 - $51,442	991 Added 8.0%	13,380 $691,000
Q2 2021 Aug 05, 2021	BUY	$51.69 - $51.96 $54,326 - $54,609	1,051 Added 9.27%	12,389 $642,000
Q1 2021 May 06, 2021	BUY	$51.61 - $52.18 $549,027 - $555,090	10,638 Added 1519.71%	11,338 $587,000

Q4 2020 Feb 01, 2021	BUY	$51.98 - $52.22 $36,386 - $36,554	700 New	700 $37,000

Others Institutions Holding SLQD

# of Institutions

238

Shares Held

24.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.74M
Shares

$135 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.69M
Shares

$83.4 Million
0.02% of portfolio
Ubs Group Ag

1.25M
Shares

$61.6 Million
0.02% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$49.8 Million
1.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

891K
Shares

$43.9 Million
0.07% of portfolio

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About ISHARES 0-5 YEAR INVESTMENT GR

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