Clear Perspectives Financial Planning, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 106 shares of IVW stock, worth $9,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares

106

Previous 230 53.91%

Holding current value

$9,810

Previous $13,000 53.85%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$57.25 - $63.89 $7,099 - $7,922	-124 Reduced 53.91%	106 $6,000
Q4 2022 Feb 13, 2023	SELL	$56.73 - $63.56 $69,550 - $77,924	-1,226 Reduced 84.2%	230 $13,000
Q3 2022 Nov 09, 2022	SELL	$57.85 - $71.43 $106,154 - $131,074	-1,835 Reduced 55.76%	1,456 $84,000
Q2 2022 Aug 11, 2022	SELL	$58.13 - $77.8 $88,357 - $118,256	-1,520 Reduced 31.59%	3,291 $199,000
Q1 2022 May 12, 2022	SELL	$68.33 - $84.32 $3,758 - $4,637	-55 Reduced 1.13%	4,811 $367,000
Q4 2021 Feb 09, 2022	SELL	$73.18 - $84.81 $80,498 - $93,291	-1,100 Reduced 18.44%	4,866 $407,000
Q3 2021 Nov 05, 2021	SELL	$72.99 - $79.0 $36,495 - $39,500	-500 Reduced 7.73%	5,966 $441,000
Q2 2021 Aug 05, 2021	SELL	$65.96 - $72.81 $42,873 - $47,326	-650 Reduced 9.13%	6,466 $470,000
Q1 2021 May 06, 2021	SELL	$61.43 - $67.25 $61,430 - $67,250	-1,000 Reduced 12.32%	7,116 $463,000
Q4 2020 Feb 01, 2021	BUY	$56.17 - $63.82 $455,875 - $517,963	8,116 New	8,116 $518,000

Others Institutions Holding IVW

# of Institutions

2,015

Shares Held

425M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

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.

Account

Clear Perspectives Financial Planning, LLC Ishares S&P 500 Growth ETF Transaction History