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

Clearview Wealth Advisors LLC

$131 Million
Q1 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 8,867 shares of IVE stock, worth $1.63 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

8,867

Previous 7,125 24.45%

Holding current value

$1.63 Million

Previous $1.36 Million 24.19%

% of portfolio

1.28%

Previous 1.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,688

Shares Held

155M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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