Clear Perspectives Financial Planning, LLC Ishares Tr Tips Bd ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$104.91 - $110.18 $944 - $991	9 New	9 $0
Q2 2022 Aug 11, 2022	SELL	$113.44 - $123.09 $1.61 Million - $1.75 Million	-14,202 Reduced 96.8%	470 $54,000
Q1 2022 May 12, 2022	SELL	$122.95 - $129.16 $708,929 - $744,736	-5,766 Reduced 28.21%	14,672 $1.83 Million
Q4 2021 Feb 09, 2022	BUY	$127.7 - $130.86 $244,290 - $250,335	1,913 Added 10.33%	20,438 $2.64 Million
Q3 2021 Nov 05, 2021	SELL	$127.3 - $130.61 $77,907 - $79,933	-612 Reduced 3.2%	18,525 $2.37 Million
Q2 2021 Aug 05, 2021	SELL	$125.2 - $128.01 $184,670 - $188,814	-1,475 Reduced 7.16%	19,137 $2.45 Million
Q1 2021 May 06, 2021	SELL	$124.29 - $128.12 $179,101 - $184,620	-1,441 Reduced 6.53%	20,612 $2.59 Million
Q4 2020 Feb 01, 2021	BUY	$124.65 - $127.65 $2.75 Million - $2.82 Million	22,053 New	22,053 $2.82 Million

Others Institutions Holding TIP

# of Institutions

1,088

Shares Held

106M

Call Options Held

313K

Put Options Held

186K

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