Clearview Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History

Clearview Wealth Advisors LLC

$139 Million
Q2 2025

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 9,368 shares of IVE stock, worth $1.87 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

9,368

Previous 8,867 5.65%

Holding current value

$1.87 Million

Previous $1.69 Million 8.35%

% of portfolio

1.32%

Previous 1.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$168.34 - $195.42 $84,338 - $97,905	501 Added 5.65%	9,368 $1.83 Million
Q1 2025 Apr 22, 2025	BUY	$185.78 - $198.58 $323,628 - $345,926	1,742 Added 24.45%	8,867 $1.69 Million
Q4 2024 Jan 24, 2025	BUY	$189.5 - $206.17 $30,130 - $32,781	159 Added 2.28%	7,125 $1.36 Million
Q3 2024 Oct 15, 2024	BUY	$181.06 - $197.17 $108,092 - $117,710	597 Added 9.37%	6,966 $1.37 Million
Q2 2024 Jul 31, 2024	SELL	$176.58 - $186.7 $490,715 - $518,839	-2,779 Reduced 30.38%	6,369 $1.16 Million
Q1 2024 Apr 09, 2024	BUY	$171.09 - $186.81 $1.57 Million - $1.71 Million	9,148 New	9,148 $1.71 Million
Q1 2021 May 06, 2021	SELL	$125.98 - $142.4 $9,700 - $10,964	-77 Reduced 13.14%	509 $72,000
Q4 2020 Jan 21, 2021	BUY	$109.93 - $128.18 $64,418 - $75,113	586 New	586 $75,000

Others Institutions Holding IVE

# of Institutions

1,714

Shares Held

161M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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.

Account

Clearview Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History