Clearview Wealth Advisors LLC Ishares Msci Usa Size Factor E Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$113.7 - $122.74 $113 - $122	1 Added 0.94%	107 $13,000
Q3 2022 Oct 18, 2022	BUY	$104.24 - $126.57 $104 - $126	1 Added 0.95%	106 $11,000
Q1 2022 Apr 29, 2022	BUY	$121.99 - $137.72 $121 - $137	1 Added 0.96%	105 $14,000
Q4 2021 Feb 02, 2022	SELL	$127.59 - $138.97 $13,141 - $14,313	-103 Reduced 49.76%	104 $14,000
Q3 2021 Nov 02, 2021	SELL	$125.92 - $135.14 $16,873 - $18,108	-134 Reduced 39.3%	207 $26,000
Q2 2021 Jul 30, 2021	SELL	$121.36 - $129.63 $108,617 - $116,018	-895 Reduced 72.41%	341 $44,000
Q1 2021 May 06, 2021	SELL	$109.42 - $121.99 $828,528 - $923,708	-7,572 Reduced 85.97%	1,236 $149,000
Q4 2020 Jan 21, 2021	BUY	$93.39 - $111.17 $822,579 - $979,185	8,808 New	8,808 $979,000

Others Institutions Holding SIZE

# of Institutions

72

Shares Held

1.67M

Call Options Held

0

Put Options Held

1.2K

Black Rock Inc. New York, NY

429K
Shares

$67.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$53.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$28.8 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$27 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$17.3 Million
7.47% of portfolio

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