Clear Perspectives Financial Planning, LLC Ishares Tr Ishares Esg Aware 1 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 2021 Aug 05, 2021	SELL	$25.93 - $26.12 $10,372 - $10,448	-400 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$25.89 - $26.17 $10,356 - $10,468	400 New	400 $10,000

Others Institutions Holding SUSB

# of Institutions

270

Shares Held

24.4M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

2.6M
Shares

$63.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.09M
Shares

$26.7 Million
0.0% of portfolio
First Pacific Financial

749K
Shares

$18.3 Million
6.5% of portfolio
Pfs Investments Inc. Duluth, GA

675K
Shares

$16.5 Million
0.26% of portfolio
Royal Bank Of Canada Toronto, A6

663K
Shares

$16.2 Million
0.0% of portfolio

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About ISHARES TR ISHARES ESG AWARE 1

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