Clear Perspectives Financial Planning, LLC Ishares Core S&P Sm Cap ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 364 shares of IJR stock, worth $35,184. This represents 0.02% of its overall portfolio holdings.

Number of Shares

364

Previous 396 8.08%

Holding current value

$35,184

Previous $37,000 5.41%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$92.27 - $107.68 $2,952 - $3,445	-32 Reduced 8.08%	364 $35,000
Q4 2022 Feb 13, 2023	BUY	$89.09 - $102.13 $1,603 - $1,838	18 Added 4.76%	396 $37,000
Q3 2022 Nov 09, 2022	SELL	$87.04 - $106.5 $17,408 - $21,300	-200 Reduced 34.6%	378 $33,000
Q2 2022 Aug 11, 2022	SELL	$89.03 - $109.02 $2,225 - $2,725	-25 Reduced 4.15%	578 $53,000
Q1 2022 May 12, 2022	SELL	$102.32 - $116.69 $1,023 - $1,166	-10 Reduced 1.63%	603 $65,000
Q4 2021 Feb 09, 2022	BUY	$108.26 - $120.32 $40,056 - $44,518	370 Added 152.26%	613 $70,000
Q2 2021 Aug 05, 2021	BUY	$106.38 - $116.3 $4,574 - $5,000	43 Added 21.5%	243 $27,000
Q4 2020 Feb 01, 2021	BUY	$71.23 - $92.42 $14,246 - $18,484	200 New	200 $18,000

Others Institutions Holding IJR

# of Institutions

2,830

Shares Held

538M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Clear Perspectives Financial Planning, LLC Ishares Core S&P Sm Cap ETF Transaction History