Clearview Wealth Advisors LLC Ishares Tr Esg Advanced Total Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$42.34 - $43.55 $127 - $130	3 Added 0.79%	382 $16,000
Q1 2023 Apr 12, 2023	SELL	$41.9 - $43.76 $4,357 - $4,551	-104 Reduced 21.53%	379 $16,000
Q4 2022 Jan 31, 2023	SELL	$40.69 - $43.22 $84,431 - $89,681	-2,075 Reduced 81.12%	483 $20,000
Q3 2022 Oct 18, 2022	SELL	$41.53 - $45.11 $4,526 - $4,916	-109 Reduced 4.09%	2,558 $107,000
Q2 2022 Aug 05, 2022	SELL	$42.91 - $46.25 $128 - $138	-3 Reduced 0.11%	2,667 $117,000
Q1 2022 Apr 29, 2022	BUY	$45.92 - $49.05 $113,514 - $121,251	2,472 Added 1248.48%	2,670 $124,000
Q4 2021 Feb 02, 2022	BUY	$49.01 - $49.77 $7,743 - $7,863	158 Added 395.0%	198 $10,000
Q3 2021 Nov 02, 2021	BUY	$49.57 - $50.25 $1,982 - $2,010	40 New	40 $2,000

Others Institutions Holding EUSB

# of Institutions

163

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

4.98M
Shares

$212 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$78.1 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

662K
Shares

$28.2 Million
0.1% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

506K
Shares

$21.6 Million
0.81% of portfolio
Impac Tfolio, LLC

409K
Shares

$17.4 Million
9.36% of portfolio

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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