Clearview Wealth Advisors LLC Ishares Msci Kld 400 Social Et 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	BUY	$76.24 - $84.24 $76 - $84	1 Added 0.36%	275 $23,000
Q1 2023 Apr 12, 2023	SELL	$71.07 - $79.2 $426 - $475	-6 Reduced 2.14%	274 $21,000
Q4 2022 Jan 31, 2023	SELL	$66.36 - $76.94 $29,198 - $33,853	-440 Reduced 61.11%	280 $20,000
Q3 2022 Oct 18, 2022	BUY	$66.97 - $81.69 $7,969 - $9,721	119 Added 19.8%	720 $48,000
Q2 2022 Aug 05, 2022	BUY	$69.6 - $87.62 $36,470 - $45,912	524 Added 680.52%	601 $43,000
Q1 2022 Apr 29, 2022	BUY	$79.44 - $93.34 $5,560 - $6,533	70 Added 1000.0%	77 $7,000
Q4 2021 Feb 02, 2022	BUY	$83.4 - $93.49 $83 - $93	1 Added 16.67%	7 $1,000
Q3 2021 Nov 02, 2021	SELL	$82.17 - $87.81 $3,615 - $3,863	-44 Reduced 88.0%	6 $0
Q2 2021 Jul 30, 2021	SELL	$77.33 - $82.83 $6,573 - $7,040	-85 Reduced 62.96%	50 $4,000
Q1 2021 May 06, 2021	SELL	$70.61 - $76.36 $917 - $992	-13 Reduced 8.78%	135 $10,000
Q4 2020 Jan 21, 2021	BUY	$62.23 - $71.54 $9,210 - $10,587	148 New	148 $11,000

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

3K

Put Options Held

800

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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