Clearview Wealth Advisors LLC Ishares Iboxx $ Investment Gra Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$106.02 - $110.43 $106 - $110	1 Added 1.52%	67 $7,000
Q4 2022 Jan 31, 2023	SELL	$99.2 - $110.03 $24,899 - $27,617	-251 Reduced 79.18%	66 $6,000
Q3 2022 Oct 18, 2022	SELL	$101.44 - $114.61 $18,259 - $20,629	-180 Reduced 36.22%	317 $33,000
Q2 2022 Aug 05, 2022	BUY	$107.41 - $121.51 $322 - $364	3 Added 0.61%	497 $55,000
Q1 2022 Apr 29, 2022	SELL	$118.44 - $131.22 $14,805 - $16,402	-125 Reduced 20.19%	494 $60,000
Q4 2021 Feb 02, 2022	BUY	$130.98 - $134.88 $392 - $404	3 Added 0.49%	619 $82,000
Q3 2021 Nov 02, 2021	BUY	$133.03 - $136.33 $532 - $545	4 Added 0.65%	616 $82,000
Q2 2021 Jul 30, 2021	SELL	$129.85 - $134.36 $271,256 - $280,678	-2,089 Reduced 77.34%	612 $82,000
Q1 2021 May 06, 2021	BUY	$128.44 - $137.43 $131,265 - $140,453	1,022 Added 60.87%	2,701 $351,000
Q4 2020 Jan 21, 2021	BUY	$133.73 - $138.48 $224,532 - $232,507	1,679 New	1,679 $232,000

Others Institutions Holding LQD

# of Institutions

1,183

Shares Held

247M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.42 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.07 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.5 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.49 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.15 Billion
2.45% of portfolio

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