Clearview Wealth Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$135.5 - $144.47 $143,359 - $152,849	-1,058 Reduced 83.05%	216 $31,000
Q1 2023 Apr 12, 2023	SELL	$133.17 - $146.27 $343,844 - $377,669	-2,582 Reduced 66.96%	1,274 $177,000
Q4 2022 Jan 31, 2023	BUY	$134.21 - $152.76 $500,469 - $569,642	3,729 Added 2936.22%	3,856 $562,000
Q3 2022 Oct 18, 2022	SELL	$131.18 - $147.67 $4,984 - $5,611	-38 Reduced 23.03%	127 $17,000
Q2 2022 Aug 05, 2022	SELL	$130.25 - $170.4 $9,768 - $12,780	-75 Reduced 31.25%	165 $23,000
Q1 2022 Apr 29, 2022	SELL	$150.07 - $182.21 $5,702 - $6,923	-38 Reduced 13.67%	240 $40,000
Q4 2021 Feb 02, 2022	SELL	$173.56 - $193.75 $58,142 - $64,906	-335 Reduced 54.65%	278 $51,000
Q3 2021 Nov 02, 2021	SELL	$167.02 - $183.38 $1.11 Million - $1.22 Million	-6,650 Reduced 91.56%	613 $108,000
Q2 2021 Jul 30, 2021	BUY	$159.69 - $175.61 $99,007 - $108,878	620 Added 9.33%	7,263 $1.26 Million
Q1 2021 May 06, 2021	BUY	$150.0 - $178.04 $825,000 - $979,220	5,500 Added 481.19%	6,643 $1.07 Million
Q4 2020 Jan 21, 2021	BUY	$141.23 - $162.85 $161,425 - $186,137	1,143 New	1,143 $184,000

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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