Clear Perspectives Financial Planning, LLC Ishares Russell 1000 Val ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,128 shares of IWD stock, worth $211,782. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,128
Previous 1,818
37.95%
Holding current value
$211,782
Previous $275,000
37.82%
% of portfolio
0.1%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,672Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.43 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.12 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.96 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.82 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.69 Billion0.14% of portfolio