Clearview Wealth Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 11,990 shares of ESGU stock, worth $1.56 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

11,990

Previous 11,870 1.01%

Holding current value

$1.56 Million

Previous $1.42 Million 6.78%

% of portfolio

1.18%

Previous 1.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$113.45 - $126.18 $13,614 - $15,141	120 Added 1.01%	11,990 $1.51 Million
Q2 2024 Jul 31, 2024	SELL	$108.69 - $119.84 $404,870 - $446,404	-3,725 Reduced 23.89%	11,870 $1.42 Million
Q1 2024 Apr 09, 2024	BUY	$102.91 - $114.96 $125,344 - $140,021	1,218 Added 8.47%	15,595 $1.79 Million
Q4 2023 Jan 12, 2024	SELL	$89.99 - $105.25 $272,219 - $318,381	-3,025 Reduced 17.38%	14,377 $1.51 Million
Q3 2023 Oct 30, 2023	SELL	$93.48 - $100.86 $949,195 - $1.02 Million	-10,154 Reduced 36.85%	17,402 $1.63 Million
Q2 2023 Aug 07, 2023	SELL	$88.97 - $97.46 $792,366 - $867,978	-8,906 Reduced 24.43%	27,556 $2.69 Million
Q1 2023 Apr 12, 2023	SELL	$84.05 - $92.64 $4.72 Million - $5.21 Million	-56,190 Reduced 60.65%	36,462 $3.3 Million
Q4 2022 Jan 31, 2023	SELL	$79.22 - $90.53 $2.3 Million - $2.63 Million	-29,041 Reduced 23.86%	92,652 $7.85 Million
Q3 2022 Oct 18, 2022	BUY	$79.41 - $95.97 $300,169 - $362,766	3,780 Added 3.21%	121,693 $9.66 Million
Q2 2022 Aug 05, 2022	SELL	$81.27 - $102.58 $2.21 Million - $2.79 Million	-27,195 Reduced 18.74%	117,913 $9.89 Million
Q1 2022 Apr 29, 2022	BUY	$93.13 - $108.44 $2.95 Million - $3.43 Million	31,671 Added 27.92%	145,108 $14.7 Million
Q4 2021 Feb 02, 2022	BUY	$98.21 - $108.46 $273,416 - $301,952	2,784 Added 2.52%	113,437 $12.2 Million
Q3 2021 Nov 02, 2021	BUY	$97.63 - $104.12 $249,737 - $266,338	2,558 Added 2.37%	110,653 $10.9 Million
Q2 2021 Jul 30, 2021	SELL	$91.95 - $98.47 $442,095 - $473,443	-4,808 Reduced 4.26%	108,095 $10.6 Million
Q1 2021 May 06, 2021	SELL	$84.89 - $91.26 $1.87 Million - $2.01 Million	-22,019 Reduced 16.32%	112,903 $10.3 Million
Q4 2020 Jan 21, 2021	BUY	$74.43 - $86.03 $10 Million - $11.6 Million	134,922 New	134,922 $11.6 Million

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Clearview Wealth Advisors LLC Ishares Trust Ishares Esg Awar Transaction History