Clearview Wealth Advisors LLC Ishares Tr Core Moderate Alloc Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	SELL	$36.07 - $39.57 $12,444 - $13,651	-345 Reduced 43.13%	455 $17,000
Q3 2022 Oct 18, 2022	SELL	$36.57 - $40.81 $3,657 - $4,081	-100 Reduced 11.11%	800 $29,000
Q2 2022 Aug 05, 2022	SELL	$38.3 - $43.06 $98,430 - $110,664	-2,570 Reduced 74.06%	900 $35,000
Q1 2022 Apr 29, 2022	SELL	$41.74 - $45.45 $49,336 - $53,721	-1,182 Reduced 25.41%	3,470 $149,000
Q4 2021 Feb 02, 2022	SELL	$44.53 - $46.0 $6,679 - $6,900	-150 Reduced 3.12%	4,652 $212,000
Q3 2021 Nov 02, 2021	SELL	$44.74 - $45.93 $2,460 - $2,526	-55 Reduced 1.13%	4,802 $215,000
Q2 2021 Jul 30, 2021	BUY	$43.8 - $45.14 $60,093 - $61,932	1,372 Added 39.37%	4,857 $219,000
Q1 2021 May 06, 2021	BUY	$42.87 - $44.08 $46,513 - $47,826	1,085 Added 45.21%	3,485 $152,000
Q4 2020 Jan 21, 2021	BUY	$40.42 - $43.32 $97,008 - $103,968	2,400 New	2,400 $104,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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