Clear Perspectives Financial Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 9,195 shares of USMV stock, worth $838,032. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,195
Previous 14,170 35.11%
Holding current value
$838,032
Previous $1.02 Million 34.57%
% of portfolio
0.37%
Previous 0.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$69.12 - $73.78 $343,872 - $367,055
-4,975 Reduced 35.11%
9,195 $668,000
Q4 2022

Feb 13, 2023
SELL
$65.75 - $75.5 $141,691 - $162,702
-2,155 Reduced 13.2%
14,170 $1.02 Million
Q3 2022

Nov 09, 2022
BUY
$66.1 - $76.63 $1.03 Million - $1.2 Million
15,636 Added 2269.38%
16,325 $1.08 Million
Q2 2022

Aug 11, 2022
BUY
$66.73 - $79.1 $39,303 - $46,589
589 Added 589.0%
689 $48,000
Q4 2020

Feb 01, 2021
BUY
$61.66 - $67.88 $6,166 - $6,788
100 New
100 $7,000

Others Institutions Holding USMV

# of Institutions
1,245
Shares Held
211M
Call Options Held
16.1K
Put Options Held
102K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Clear Perspectives Financial Planning, LLC Portfolio

Follow Clear Perspectives Financial Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email