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 22 shares of IEFA stock, worth $1,626. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22
Previous 191 88.48%
Holding current value
$1,626
Previous $11,000 90.91%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 11, 2023

SELL
$62.17 - $67.7 $10,506 - $11,441
-169 Reduced 88.48%
22 $1,000
Q4 2022

Feb 13, 2023

BUY
$52.35 - $63.65 $8,847 - $10,756
169 Added 768.18%
191 $11,000
Q2 2022

Aug 11, 2022

SELL
$57.91 - $70.46 $1,389 - $1,691
-24 Reduced 52.17%
22 $1,000
Q2 2021

Aug 05, 2021

BUY
$73.11 - $77.88 $3,363 - $3,582
46 New
46 $3,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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.