Clearview Wealth Advisors LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 18, 2022	SELL	$47.75 - $52.55 $3,151 - $3,468	-66 Reduced 3.07%	2,085 $100,000
Q2 2022 Aug 05, 2022	BUY	$49.92 - $55.16 $698 - $772	14 Added 0.66%	2,151 $110,000
Q1 2022 Apr 29, 2022	SELL	$54.36 - $59.32 $3,587 - $3,915	-66 Reduced 3.0%	2,137 $118,000
Q4 2021 Feb 02, 2022	BUY	$59.32 - $60.73 $17,321 - $17,733	292 Added 15.28%	2,203 $132,000
Q3 2021 Nov 02, 2021	BUY	$60.1 - $61.33 $601 - $613	10 Added 0.53%	1,911 $115,000
Q2 2021 Jul 30, 2021	BUY	$59.01 - $60.59 $590 - $605	10 Added 0.53%	1,901 $115,000
Q1 2021 May 06, 2021	BUY	$58.48 - $61.79 $101,404 - $107,143	1,734 Added 1104.46%	1,891 $112,000
Q4 2020 Jan 21, 2021	BUY	$60.4 - $62.05 $9,482 - $9,741	157 New	157 $10,000

Others Institutions Holding USIG

# of Institutions

413

Shares Held

166M

Call Options Held

21.4K

Put Options Held

0

Bank Of America Corp Charlotte, NC

31.2M
Shares

$1.59 Billion
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.5M
Shares

$691 Million
2.41% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$497 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.71M
Shares

$495 Million
0.13% of portfolio
Truist Financial Corp

7.49M
Shares

$382 Million
0.63% of portfolio

About ISHARES TR BROAD USD INBD ETFV

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