Clearview Wealth Advisors LLC Ishares Barclays 0 5 Year Tips 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	SELL	$97.43 - $99.5 $4,384 - $4,477	-45 Reduced 8.79%	467 $45,000
Q1 2023 Apr 12, 2023	SELL	$96.86 - $99.23 $25,667 - $26,295	-265 Reduced 34.11%	512 $50,000
Q4 2022 Jan 31, 2023	SELL	$96.57 - $98.11 $54,272 - $55,137	-562 Reduced 41.97%	777 $75,000
Q3 2022 Oct 18, 2022	SELL	$96.11 - $102.85 $17,780 - $19,027	-185 Reduced 12.14%	1,339 $129,000
Q2 2022 Aug 05, 2022	SELL	$101.26 - $104.65 $126,676 - $130,917	-1,251 Reduced 45.08%	1,524 $155,000
Q1 2022 Apr 29, 2022	SELL	$103.82 - $106.76 $822,565 - $845,859	-7,923 Reduced 74.06%	2,775 $291,000
Q4 2021 Feb 02, 2022	BUY	$105.21 - $107.0 $381,070 - $387,554	3,622 Added 51.19%	10,698 $1.13 Million
Q3 2021 Nov 02, 2021	BUY	$105.49 - $107.1 $158,340 - $160,757	1,501 Added 26.92%	7,076 $747,000
Q2 2021 Jul 30, 2021	BUY	$105.46 - $106.88 $379,972 - $385,088	3,603 Added 182.71%	5,575 $593,000
Q1 2021 May 06, 2021	BUY	$104.53 - $105.92 $206,133 - $208,874	1,972 New	1,972 $208,000

Others Institutions Holding STIP

# of Institutions

623

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

0

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