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

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 27,921 shares of IVW stock, worth $2.65 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

27,921

Previous 29,332 4.81%

Holding current value

$2.65 Million

Previous $2.81 Million 0.93%

% of portfolio

2.18%

Previous 2.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$94.43 - $105.47 $133,240 - $148,818	-1,411 Reduced 4.81%	27,921 $2.83 Million
Q3 2024 Oct 15, 2024	BUY	$84.77 - $97.13 $851,768 - $975,962	10,048 Added 52.11%	29,332 $2.81 Million
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $1.23 Million - $1.44 Million	15,476 Added 406.41%	19,284 $1.78 Million
Q1 2024 Apr 09, 2024	SELL	$72.87 - $85.14 $92,107 - $107,616	-1,264 Reduced 24.92%	3,808 $321,000
Q4 2023 Jan 12, 2024	BUY	$65.78 - $75.4 $26,377 - $30,235	401 Added 8.58%	5,072 $380,000
Q3 2023 Oct 30, 2023	BUY	$68.05 - $72.66 $207,348 - $221,395	3,047 Added 187.62%	4,671 $319,000
Q1 2021 May 06, 2021	SELL	$61.43 - $67.25 $83,299 - $91,191	-1,356 Reduced 45.5%	1,624 $106,000
Q4 2020 Jan 21, 2021	BUY	$56.17 - $63.82 $167,386 - $190,183	2,980 New	2,980 $190,000

Others Institutions Holding IVW

# of Institutions

2,011

Shares Held

429M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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