Clear Perspectives Financial Planning, LLC Ishares Short Term National Mu Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$104.46 - $107.34 $36,561 - $37,569	-350 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$107.57 - $108.06 $26,892 - $27,015	-250 Reduced 41.67%	350 $38,000
Q2 2021 Aug 05, 2021	BUY	$107.66 - $108.01 $37,681 - $37,803	350 Added 140.0%	600 $65,000
Q4 2020 Feb 01, 2021	BUY	$107.6 - $108.11 $26,900 - $27,027	250 New	250 $27,000

Others Institutions Holding SUB

# of Institutions

802

Shares Held

67.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.65M
Shares

$695 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.96M
Shares

$623 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

5.35M
Shares

$559 Million
1.59% of portfolio
Morgan Stanley New York, NY

3.62M
Shares

$378 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

2.52M
Shares

$263 Million
0.4% of portfolio

View Full List

About ISHARES SHORT-TERM NATIONAL MU

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