Clearview Wealth Advisors LLC Ishares Global Fin'L ETF Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$68.48 - $72.16 $753 - $793	11 Added 1.22%	915 $65,000
Q1 2023 Apr 12, 2023	SELL	$65.75 - $76.74 $10,848 - $12,662	-165 Reduced 15.43%	904 $62,000
Q4 2022 Jan 31, 2023	SELL	$60.97 - $73.57 $13,047 - $15,743	-214 Reduced 16.68%	1,069 $75,000
Q3 2022 Oct 18, 2022	SELL	$61.31 - $71.91 $18,147 - $21,285	-296 Reduced 18.75%	1,283 $79,000
Q2 2022 Aug 05, 2022	SELL	$64.68 - $79.93 $1,746 - $2,158	-27 Reduced 1.68%	1,579 $104,000
Q1 2022 Apr 29, 2022	SELL	$72.45 - $85.55 $1.13 Million - $1.34 Million	-15,630 Reduced 90.68%	1,606 $128,000
Q4 2021 Feb 02, 2022	SELL	$77.09 - $83.81 $356,849 - $387,956	-4,629 Reduced 21.17%	17,236 $1.38 Million
Q3 2021 Nov 02, 2021	SELL	$74.07 - $80.93 $378,275 - $413,309	-5,107 Reduced 18.93%	21,865 $1.72 Million
Q2 2021 Jul 30, 2021	BUY	$74.17 - $81.68 $2 Million - $2.2 Million	26,972 New	26,972 $2.09 Million

Others Institutions Holding IXG

# of Institutions

124

Shares Held

2.02M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

376K
Shares

$37.3 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

319K
Shares

$31.6 Million
0.01% of portfolio
Pictet Asset Management Holding Sa Carouge, V8

253K
Shares

$25.1 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

204K
Shares

$20.3 Million
0.0% of portfolio
Cambria Investment Management, L.P.

97.3K
Shares

$9.66 Million
0.58% of portfolio

About ISHARES GLOBAL FIN'L ETF

Ticker IXG
Sector ETFs
Industry ETFs

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