Clear Perspectives Financial Planning, LLC Ishares Barclays 0 5 Year Tips Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	BUY	$101.26 - $104.65 $1.08 Million - $1.12 Million	10,698 Added 11.73%	101,921 $10.3 Million
Q1 2022 May 12, 2022	BUY	$103.82 - $106.76 $128,736 - $132,382	1,240 Added 1.38%	91,223 $9.57 Million
Q4 2021 Feb 09, 2022	BUY	$105.21 - $107.0 $513,319 - $522,053	4,879 Added 5.73%	89,983 $9.53 Million
Q3 2021 Nov 05, 2021	BUY	$105.49 - $107.1 $2.87 Million - $2.91 Million	27,159 Added 46.87%	85,104 $8.99 Million
Q2 2021 Aug 05, 2021	BUY	$105.46 - $106.88 $6.11 Million - $6.19 Million	57,945 New	57,945 $6.16 Million

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# of Institutions

670

Shares Held

58.5M

Call Options Held

33.5K

Put Options Held

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