Clearview Wealth Advisors LLC Ishares Tr Core Conservative A Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$34.52 - $35.41 $2,416 - $2,478	-70 Reduced 2.37%	2,887 $101,000
Q1 2023 Apr 12, 2023	SELL	$33.78 - $35.5 $31,820 - $33,441	-942 Reduced 24.16%	2,957 $103,000
Q4 2022 Jan 31, 2023	SELL	$32.15 - $34.82 $77,513 - $83,951	-2,411 Reduced 38.21%	3,899 $131,000
Q3 2022 Oct 18, 2022	SELL	$32.47 - $35.96 $4,221 - $4,674	-130 Reduced 2.02%	6,310 $206,000
Q2 2022 Aug 05, 2022	SELL	$33.89 - $37.78 $100,111 - $111,602	-2,954 Reduced 31.45%	6,440 $223,000
Q1 2022 Apr 29, 2022	SELL	$36.82 - $39.84 $702,415 - $760,027	-19,077 Reduced 67.01%	9,394 $354,000
Q4 2021 Feb 02, 2022	SELL	$39.36 - $40.4 $121,779 - $124,997	-3,094 Reduced 9.8%	28,471 $1.14 Million
Q3 2021 Nov 02, 2021	BUY	$39.5 - $40.38 $186,677 - $190,835	4,726 Added 17.61%	31,565 $1.25 Million
Q2 2021 Jul 30, 2021	BUY	$38.82 - $39.8 $141,304 - $144,872	3,640 Added 15.69%	26,839 $1.07 Million
Q1 2021 May 06, 2021	BUY	$38.23 - $39.22 $301,137 - $308,935	7,877 Added 51.41%	23,199 $897,000
Q4 2020 Jan 21, 2021	BUY	$36.77 - $38.75 $563,389 - $593,727	15,322 New	15,322 $594,000

Others Institutions Holding AOK

# of Institutions

166

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

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