Clearview Wealth Advisors LLC Invesco S&P 500 Equal Weight E 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	$139.61 - $149.64 $139 - $149	1 Added 0.29%	351 $52,000
Q1 2023 Apr 12, 2023	BUY	$137.35 - $154.96 $137 - $154	1 Added 0.29%	350 $50,000
Q4 2022 Jan 31, 2023	BUY	$128.02 - $149.03 $128 - $149	1 Added 0.29%	349 $49,000
Q2 2022 Aug 05, 2022	BUY	$130.84 - $158.96 $130 - $158	1 Added 0.29%	348 $47,000
Q1 2022 Apr 29, 2022	BUY	$148.26 - $164.2 $148 - $164	1 Added 0.29%	347 $55,000
Q4 2021 Feb 02, 2022	SELL	$150.88 - $163.01 $18,860 - $20,376	-125 Reduced 26.54%	346 $56,000
Q3 2021 Nov 02, 2021	SELL	$146.61 - $157.39 $10,995 - $11,804	-75 Reduced 13.74%	471 $71,000
Q2 2021 Jul 30, 2021	SELL	$143.08 - $152.26 $12,161 - $12,942	-85 Reduced 13.47%	546 $82,000
Q1 2021 May 06, 2021	BUY	$125.7 - $142.8 $36,201 - $41,126	288 Added 83.97%	631 $90,000
Q4 2020 Jan 21, 2021	BUY	$106.78 - $127.54 $36,625 - $43,746	343 New	343 $44,000

Others Institutions Holding RSP

# of Institutions

1,828

Shares Held

231M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.93 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.05 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.47 Billion
0.29% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.41 Billion
0.23% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.39 Billion
0.27% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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