Clear Perspectives Financial Planning, LLC Ishares Trust Ishares Esg Awar Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$61.64 - $74.67 $48,079 - $58,242	-780 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$67.21 - $80.45 $134,016 - $160,417	-1,994 Reduced 71.88%	780 $58,000
Q2 2021 Aug 05, 2021	BUY	$76.82 - $82.21 $64,221 - $68,727	836 Added 43.14%	2,774 $219,000
Q1 2021 May 06, 2021	BUY	$72.34 - $76.86 $18,085 - $19,215	250 Added 14.81%	1,938 $147,000
Q4 2020 Feb 01, 2021	BUY	$61.15 - $73.67 $103,221 - $124,354	1,688 New	1,688 $123,000

Others Institutions Holding ESGD

# of Institutions

617

Shares Held

92.8M

Call Options Held

600

Put Options Held

Bank Of America Corp Charlotte, NC

9.44M
Shares

$751 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$500 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.88M
Shares

$468 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.71M
Shares

$455 Million
1.68% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$397 Million
0.03% of portfolio

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