Clearview Wealth Advisors LLC Ishares Tr Transaction History

Clearview Wealth Advisors LLC

$97.3 Million
Q1 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 29,322 shares of MBB stock, worth $2.67 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

29,322

Previous 11,693 150.77%

Holding current value

$2.67 Million

Previous $1.1 Million 146.27%

% of portfolio

2.78%

Previous 1.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 09, 2024	BUY	$91.2 - $93.98 $1.61 Million - $1.66 Million	17,629 Added 150.77%	29,322 $2.71 Million
Q4 2023 Jan 12, 2024	BUY	$85.82 - $94.55 $69,685 - $76,774	812 Added 7.46%	11,693 $1.1 Million
Q3 2023 Oct 30, 2023	BUY	$88.51 - $93.81 $23,366 - $24,765	264 Added 2.49%	10,881 $966,000
Q2 2023 Aug 07, 2023	SELL	$92.54 - $95.74 $137,884 - $142,652	-1,490 Reduced 12.31%	10,617 $990,000
Q1 2023 Apr 12, 2023	SELL	$91.7 - $96.45 $1.66 Million - $1.74 Million	-18,050 Reduced 59.85%	12,107 $1.15 Million

Q4 2022 Jan 31, 2023	BUY	$89.89 - $95.44 $1.03 Million - $1.09 Million	11,431 Added 61.04%	30,157 $2.8 Million
Q3 2022 Oct 18, 2022	SELL	$92.36 - $100.53 $47,103 - $51,270	-510 Reduced 2.65%	18,726 $1.72 Million
Q2 2022 Aug 05, 2022	SELL	$94.4 - $101.46 $354,000 - $380,475	-3,750 Reduced 16.31%	19,236 $1.88 Million
Q1 2022 Apr 29, 2022	BUY	$100.79 - $107.06 $181,724 - $193,029	1,803 Added 8.51%	22,986 $2.34 Million
Q4 2021 Feb 02, 2022	SELL	$107.03 - $108.32 $2.32 Million - $2.35 Million	-21,694 Reduced 50.6%	21,183 $2.28 Million
Q3 2021 Nov 02, 2021	BUY	$107.99 - $108.77 $1.95 Million - $1.97 Million	18,085 Added 72.95%	42,877 $4.64 Million
Q2 2021 Jul 30, 2021	BUY	$107.91 - $108.86 $98,953 - $99,824	917 Added 3.84%	24,792 $2.68 Million
Q1 2021 May 06, 2021	SELL	$108.32 - $110.29 $637,463 - $649,056	-5,885 Reduced 19.77%	23,875 $2.59 Million
Q4 2020 Jan 21, 2021	BUY	$109.9 - $110.3 $3.27 Million - $3.28 Million	29,760 New	29,760 $3.28 Million

Others Institutions Holding MBB

# of Institutions

898

Shares Held

292M

Call Options Held

869K

Put Options Held

209K

View Full List

About ISHARES TR

Ticker MBB
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Clearview Wealth Advisors LLC Ishares Tr Transaction History