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iShares S&P Global 100 Index shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global 100 Index by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $3.1M 44k 70.06
2022-12-31 $353k 5.5k 64.05
2022-09-30 $333k 5.6k 59.51
2022-06-30 $395k 6.2k 64.01
2022-03-31 $4.2M 56k 76.05
2021-12-31 $4.4M 57k 78.02
2021-09-30 $4.2M 59k 71.14
2021-06-30 $4.3M 61k 70.99
2021-03-31 $4.1M 62k 66.01
2020-12-31 $4.1M 66k 62.92

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding iShares S&P Global 100 Index

Assetmark
Old National Trust Company
Amplius Wealth Advisors
Bank of America Corporation
UBS Group
Advisor Group Holdings
Beaumont Financial Advisors
Raymond James & Associates
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
Commonwealth Equity Services
Sigma Planning
Kaye Capital Management
H D Vest Advisory Services

View all funds holding iShares S&P Global 100 Index