Clearview Wealth Advisors LLC Ishares Tr Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 02, 2021	BUY	$100.96 - $110.33 $1,009 - $1,103	10 New	10 $1,000

Others Institutions Holding ITA

# of Institutions

662

Shares Held

24.1M

Call Options Held

169K

Put Options Held

180K

Bank Of America Corp Charlotte, NC

9.16M
Shares

$1.35 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$268 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

905K
Shares

$133 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

758K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$105 Million
0.02% of portfolio

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.