Clearview Wealth Advisors LLC Ishares Morningstar Mid Cap Va Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	BUY	$62.13 - $66.67 $13,047 - $14,000	210 Added 200.0%	315 $20,000
Q4 2020 Jan 21, 2021	BUY	$43.61 - $52.74 $4,579 - $5,537	105 New	105 $16,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$64.4 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$31.7 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$27.1 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$21.1 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$15.5 Million
0.8% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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