Clear Perspectives Financial Planning, LLC Ishares S&P 500 Value ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 336 shares of IVE stock, worth $65,402. This represents 0.03% of its overall portfolio holdings.
Number of Shares
336
Previous 390
13.85%
Holding current value
$65,402
Previous $56,000
10.71%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,477Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.44 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.41 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.5 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.49 Billion0.34% of portfolio