Clear Perspectives Financial Planning, LLC Ishares Barclays Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 06, 2021	SELL	$112.93 - $119.98 $1,242 - $1,319	-11 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$119.27 - $121.81 $1,311 - $1,339	11 New	11 $1,000

Others Institutions Holding IEF

# of Institutions

1,022

Shares Held

242M

Call Options Held

17.5M

Put Options Held

14.1M

Morgan Stanley New York, NY

20.4M
Shares

$1.93 Billion
0.15% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

20.4M
Shares

$1.93 Billion
0.83% of portfolio
Jpmorgan Chase & CO New York, NY

20.2M
Shares

$1.91 Billion
0.17% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$1.22 Billion
0.43% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.3M
Shares

$1.07 Billion
0.29% of portfolio

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