Clear Perspectives Financial Planning, LLC Ishares Tr Global 100 ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 43,702 shares of IOO stock, worth $4.29 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

43,702

Previous 5,506 693.72%

Holding current value

$4.29 Million

Previous $352,000 769.6%

% of portfolio

1.72%

Previous 0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$63.56 - $70.06 $2.43 Million - $2.68 Million	38,196 Added 693.72%	43,702 $3.06 Million
Q4 2022 Feb 13, 2023	SELL	$59.73 - $68.11 $5,375 - $6,129	-90 Reduced 1.61%	5,506 $352,000
Q3 2022 Nov 09, 2022	SELL	$59.52 - $71.46 $34,224 - $41,089	-575 Reduced 9.32%	5,596 $333,000
Q2 2022 Aug 11, 2022	SELL	$62.45 - $77.12 $3.08 Million - $3.8 Million	-49,329 Reduced 88.88%	6,171 $395,000
Q1 2022 May 12, 2022	SELL	$69.7 - $78.7 $101,831 - $114,980	-1,461 Reduced 2.56%	55,500 $4.22 Million
Q4 2021 Feb 09, 2022	SELL	$71.04 - $78.66 $174,829 - $193,582	-2,461 Reduced 4.14%	56,961 $4.44 Million
Q3 2021 Nov 05, 2021	SELL	$70.71 - $74.99 $125,368 - $132,957	-1,773 Reduced 2.9%	59,422 $4.23 Million
Q2 2021 Aug 05, 2021	SELL	$66.68 - $71.07 $65,146 - $69,435	-977 Reduced 1.57%	61,195 $4.34 Million
Q1 2021 May 06, 2021	SELL	$62.42 - $66.45 $210,729 - $224,335	-3,376 Reduced 5.15%	62,172 $4.1 Million
Q4 2020 Feb 01, 2021	BUY	$54.54 - $63.14 $3.57 Million - $4.14 Million	65,548 New	65,548 $4.12 Million

Others Institutions Holding IOO

# of Institutions

286

Shares Held

45.8M

Call Options Held

Put Options Held

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About ISHARES TR GLOBAL 100 ETF

Ticker IOO
Sector ETFs
Industry ETFs

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Clear Perspectives Financial Planning, LLC Ishares Tr Global 100 ETF Transaction History