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

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 1,417 shares of IVV stock, worth $846,870. This represents 0.64% of its overall portfolio holdings.

Number of Shares

1,417

Previous 1,415 0.14%

Holding current value

$846,870

Previous $774,000 5.56%

% of portfolio

0.64%

Previous 0.68%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$520.18 - $576.82 $1,040 - $1,153	2 Added 0.14%	1,417 $817,000
Q2 2024 Jul 31, 2024	SELL	$497.53 - $549.64 $2,487 - $2,748	-5 Reduced 0.35%	1,415 $774,000
Q1 2024 Apr 09, 2024	SELL	$469.56 - $525.73 $102,364 - $114,609	-218 Reduced 13.31%	1,420 $746,000
Q4 2023 Jan 12, 2024	BUY	$412.55 - $479.0 $825 - $958	2 Added 0.12%	1,638 $782,000
Q3 2023 Oct 30, 2023	SELL	$427.76 - $460.18 $20,960 - $22,548	-49 Reduced 2.91%	1,636 $702,000
Q2 2023 Aug 07, 2023	SELL	$406.17 - $445.71 $33,712 - $36,993	-83 Reduced 4.69%	1,685 $751,000
Q1 2023 Apr 12, 2023	BUY	$381.13 - $418.66 $1,143 - $1,255	3 Added 0.17%	1,768 $726,000
Q4 2022 Jan 31, 2023	BUY	$357.98 - $409.32 $357 - $409	1 Added 0.06%	1,765 $678,000
Q3 2022 Oct 18, 2022	SELL	$358.65 - $432.04 $3,586 - $4,320	-10 Reduced 0.56%	1,764 $633,000
Q2 2022 Aug 05, 2022	SELL	$366.99 - $458.8 $34,497 - $43,127	-94 Reduced 5.03%	1,774 $673,000
Q1 2022 Apr 29, 2022	BUY	$418.06 - $479.84 $67,307 - $77,254	161 Added 9.43%	1,868 $848,000
Q4 2021 Feb 02, 2022	SELL	$430.29 - $479.53 $7,314 - $8,152	-17 Reduced 0.99%	1,707 $814,000
Q3 2021 Nov 02, 2021	BUY	$426.8 - $455.27 $1,280 - $1,365	3 Added 0.17%	1,724 $743,000
Q2 2021 Jul 30, 2021	SELL	$402.08 - $429.92 $578,191 - $618,224	-1,438 Reduced 45.52%	1,721 $740,000
Q1 2021 May 06, 2021	BUY	$370.22 - $398.75 $159,194 - $171,462	430 Added 15.76%	3,159 $1.26 Million
Q4 2020 Jan 21, 2021	BUY	$327.62 - $375.39 $894,074 - $1.02 Million	2,729 New	2,729 $1.02 Million

Others Institutions Holding IVV

# of Institutions

3,443

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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