Clearview Wealth Advisors LLC Ishares U.S. Treasury Bond ETF Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	SELL	$21.6 - $23.13 $251,035 - $268,816	-11,622 Reduced 44.73%	14,358 $330,000
Q3 2023 Oct 30, 2023	SELL	$21.99 - $23.01 $456,358 - $477,526	-20,753 Reduced 44.41%	25,980 $572,000
Q2 2023 Aug 07, 2023	BUY	$22.87 - $23.59 $220,443 - $227,384	9,639 Added 25.99%	46,733 $1.07 Million
Q1 2023 Apr 12, 2023	SELL	$22.54 - $23.5 $2.51 Million - $2.62 Million	-111,367 Reduced 75.01%	37,094 $867,000
Q4 2022 Jan 31, 2023	SELL	$22.18 - $23.3 $4.37 Million - $4.59 Million	-197,116 Reduced 57.04%	148,461 $3.37 Million
Q3 2022 Oct 18, 2022	BUY	$22.58 - $24.36 $930,341 - $1 Million	41,202 Added 13.54%	345,577 $7.87 Million
Q2 2022 Aug 05, 2022	SELL	$23.28 - $24.82 $1.32 Million - $1.41 Million	-56,838 Reduced 15.74%	304,375 $7.28 Million
Q1 2022 Apr 29, 2022	BUY	$24.71 - $26.22 $1.86 Million - $1.97 Million	75,295 Added 26.33%	361,213 $9 Million
Q4 2021 Feb 02, 2022	SELL	$26.24 - $26.74 $48,701 - $49,629	-1,856 Reduced 0.64%	285,918 $7.63 Million
Q3 2021 Nov 02, 2021	SELL	$26.48 - $26.97 $4.49 Million - $4.57 Million	-169,578 Reduced 37.08%	287,774 $7.64 Million
Q2 2021 Jul 30, 2021	BUY	$26.19 - $26.61 $537,811 - $546,436	20,535 Added 4.7%	457,352 $12.2 Million
Q1 2021 May 06, 2021	BUY	$26.12 - $27.38 $3.34 Million - $3.5 Million	127,926 Added 41.41%	436,817 $11.4 Million
Q4 2020 Jan 21, 2021	BUY	$27.24 - $27.93 $8.41 Million - $8.63 Million	308,891 New	308,891 $8.41 Million

Others Institutions Holding GOVT

# of Institutions

776

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

Bank Of America Corp Charlotte, NC

377M
Shares

$8.46 Billion
0.74% of portfolio
Lpl Financial LLC Fort Mill, SC

108M
Shares

$2.42 Billion
1.16% of portfolio
Envestnet Asset Management Inc

68M
Shares

$1.53 Billion
0.53% of portfolio
Truist Financial Corp

65.4M
Shares

$1.47 Billion
2.44% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

36.6M
Shares

$823 Million
0.55% of portfolio

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
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