Clear Perspectives Financial Planning, LLC Ishares Tr Msci Usa Esg Select Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 4,978 shares of SUSA stock, worth $596,911. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,978

Previous 4,978 -0.0%

Holding current value

$596,911

Previous $409,000 6.6%

% of portfolio

0.24%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$75.77 - $88.09 $1,515 - $1,761	-20 Reduced 0.4%	4,978 $409,000
Q3 2022 Nov 09, 2022	SELL	$75.91 - $92.66 $44,786 - $54,669	-590 Reduced 10.56%	4,998 $379,000
Q2 2022 Aug 11, 2022	SELL	$78.1 - $97.98 $1.51 Million - $1.89 Million	-19,332 Reduced 77.58%	5,588 $451,000
Q1 2022 May 12, 2022	SELL	$89.45 - $106.35 $202,783 - $241,095	-2,267 Reduced 8.34%	24,920 $2.41 Million
Q4 2021 Feb 09, 2022	BUY	$95.76 - $106.67 $124,871 - $139,097	1,304 Added 5.04%	27,187 $2.89 Million
Q3 2021 Nov 05, 2021	BUY	$94.69 - $101.93 $555,167 - $597,615	5,863 Added 29.29%	25,883 $2.48 Million
Q2 2021 Aug 05, 2021	BUY	$88.83 - $95.54 $83,144 - $89,425	936 Added 4.9%	20,020 $1.91 Million
Q4 2020 Feb 01, 2021	BUY	$72.19 - $82.34 $1.38 Million - $1.57 Million	19,084 New	19,084 $1.57 Million

Others Institutions Holding SUSA

# of Institutions

490

Shares Held

19M

Call Options Held

200

Put Options Held

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account

Clear Perspectives Financial Planning, LLC Ishares Tr Msci Usa Esg Select Transaction History