Clear Perspectives Financial Planning, LLC Ishares Tr Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 55,540 shares of DVY stock, worth $7.42 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
55,540
Previous 87,434 36.48%
Holding current value
$7.42 Million
Previous $10.5 Million 38.28%
% of portfolio
3.65%
Previous 5.61%

Shares

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

May 11, 2023
SELL
$110.68 - $126.38 $3.53 Million - $4.03 Million
-31,894 Reduced 36.48%
55,540 $6.51 Million
Q4 2022

Feb 13, 2023
BUY
$107.39 - $125.5 $245,815 - $287,269
2,289 Added 2.69%
87,434 $10.5 Million
Q3 2022

Nov 09, 2022
SELL
$107.22 - $127.71 $1.58 Million - $1.88 Million
-14,695 Reduced 14.72%
85,145 $9.13 Million
Q2 2022

Aug 11, 2022
BUY
$113.21 - $132.14 $11.3 Million - $13.2 Million
99,840 New
99,840 $11.7 Million

Others Institutions Holding DVY

# of Institutions
1,336
Shares Held
69.2M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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