Clear Perspectives Financial Planning, LLC Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,403 shares of IWV stock, worth $533,869. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,403
Previous 1,403 -0.0%
Holding current value
$533,869
Previous $309,000 6.8%
% of portfolio
0.19%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 06, 2021
SELL
$220.59 - $239.53 $10,588 - $11,497
-48 Reduced 3.31%
1,403 $333,000
Q4 2020

Feb 01, 2021
BUY
$191.94 - $223.55 $278,504 - $324,371
1,451 New
1,451 $324,000

Others Institutions Holding IWV

# of Institutions
946
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Clear Perspectives Financial Planning, LLC Portfolio

Follow Clear Perspectives Financial Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email