Clearview Wealth Advisors LLC Ishares Barclays 10 20 Yr Trea 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	SELL	$108.81 - $116.4 $652 - $698	-6 Reduced 2.8%	208 $23,000
Q1 2023 Apr 12, 2023	SELL	$106.93 - $116.34 $61,377 - $66,779	-574 Reduced 72.84%	214 $24,000
Q4 2022 Jan 31, 2023	SELL	$101.35 - $115.41 $30,100 - $34,276	-297 Reduced 27.37%	788 $85,000
Q3 2022 Oct 18, 2022	SELL	$107.15 - $125.14 $3,750 - $4,379	-35 Reduced 3.13%	1,085 $118,000
Q2 2022 Aug 05, 2022	SELL	$114.64 - $134.55 $1.04 Million - $1.22 Million	-9,084 Reduced 89.02%	1,120 $135,000
Q1 2022 Apr 29, 2022	BUY	$131.9 - $145.68 $250,873 - $277,083	1,902 Added 22.91%	10,204 $1.37 Million
Q4 2021 Feb 02, 2022	BUY	$144.34 - $152.13 $106,667 - $112,424	739 Added 9.77%	8,302 $1.23 Million
Q3 2021 Nov 02, 2021	BUY	$146.76 - $153.14 $1.11 Million - $1.16 Million	7,563 New	7,563 $1.11 Million

Others Institutions Holding TLH

# of Institutions

508

Shares Held

63M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$990 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$722 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$390 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$349 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$301 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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