Clear Perspectives Financial Planning, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 104,680 shares of SGOV stock, worth $10.5 Million. This represents 5.91% of its overall portfolio holdings.

Number of Shares
104,680
Previous 146,992 28.79%
Holding current value
$10.5 Million
Previous $14.7 Million 28.47%
% of portfolio
5.91%
Previous 7.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$100.08 - $100.58 $4.23 Million - $4.26 Million
-42,312 Reduced 28.79%
104,680 $10.5 Million
Q4 2022

Feb 13, 2023
SELL
$99.97 - $100.37 $14.3 Million - $14.4 Million
-143,420 Reduced 49.39%
146,992 $14.7 Million
Q3 2022

Nov 09, 2022
BUY
$100.03 - $100.27 $1.39 Million - $1.39 Million
13,889 Added 5.02%
290,412 $29.1 Million
Q2 2022

Aug 11, 2022
BUY
$100.02 - $100.12 $27.7 Million - $27.7 Million
276,523 New
276,523 $27.7 Million

Others Institutions Holding SGOV

# of Institutions
1,066
Shares Held
180M
Call Options Held
110K
Put Options Held
9.8K
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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