Clearview Wealth Advisors LLC Ishares 10+ Year Investment Gr Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 18, 2022	SELL	$47.64 - $56.13 $4,287 - $5,051	-90 Reduced 18.87%	387 $19,000
Q2 2022 Aug 05, 2022	SELL	$51.89 - $61.91 $570 - $681	-11 Reduced 2.25%	477 $25,000
Q1 2022 Apr 29, 2022	SELL	$59.3 - $68.52 $12,690 - $14,663	-214 Reduced 30.48%	488 $30,000
Q4 2021 Feb 02, 2022	SELL	$68.27 - $71.53 $135,515 - $141,987	-1,985 Reduced 73.87%	702 $49,000
Q3 2021 Nov 02, 2021	SELL	$69.28 - $72.07 $1.33 Million - $1.38 Million	-19,198 Reduced 87.72%	2,687 $186,000
Q2 2021 Jul 30, 2021	SELL	$66.4 - $70.33 $748,660 - $792,970	-11,275 Reduced 34.0%	21,885 $1.54 Million
Q1 2021 May 06, 2021	BUY	$65.43 - $72.48 $2.15 Million - $2.38 Million	32,842 Added 10327.67%	33,160 $2.21 Million
Q4 2020 Jan 21, 2021	BUY	$69.43 - $73.39 $22,078 - $23,338	318 New	318 $23,000

Others Institutions Holding IGLB

# of Institutions

208

Shares Held

37.8M

Call Options Held

98.8K

Put Options Held

67.4K

Black Rock Inc. New York, NY

5.35M
Shares

$264 Million
0.01% of portfolio
Prudential PLC London, England, X0

2.87M
Shares

$142 Million
0.79% of portfolio
Envestnet Asset Management Inc

2.81M
Shares

$139 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$115 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.28M
Shares

$112 Million
0.01% of portfolio

About ISHARES 10+ YEAR INVESTMENT GR

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