Clearview Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Clearview Wealth Advisors LLC

$97.3 Million
Q1 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 3,740 shares of USMV stock, worth $313,673. This represents 0.32% of its overall portfolio holdings.

Number of Shares

3,740

Previous 5,684 34.2%

Holding current value

$313,673

Previous $443,000 29.57%

% of portfolio

0.32%

Previous 0.52%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 09, 2024	SELL	$77.86 - $83.58 $151,359 - $162,479	-1,944 Reduced 34.2%	3,740 $312,000
Q4 2023 Jan 12, 2024	SELL	$70.56 - $78.63 $167,227 - $186,353	-2,370 Reduced 29.43%	5,684 $443,000
Q3 2023 Oct 30, 2023	SELL	$72.38 - $76.06 $208,816 - $219,433	-2,885 Reduced 26.37%	8,054 $582,000
Q2 2023 Aug 07, 2023	SELL	$71.44 - $74.33 $83,227 - $86,594	-1,165 Reduced 9.62%	10,939 $813,000
Q1 2023 Apr 12, 2023	SELL	$69.12 - $73.78 $507,202 - $541,397	-7,338 Reduced 37.74%	12,104 $880,000

Q4 2022 Jan 31, 2023	SELL	$69.45 - $75.5 $264,604 - $287,655	-3,810 Reduced 16.39%	19,442 $1.4 Million
Q3 2022 Oct 18, 2022	BUY	$68.26 - $76.63 $350,378 - $393,341	5,133 Added 28.33%	23,252 $1.54 Million
Q2 2022 Aug 05, 2022	SELL	$66.73 - $79.1 $274,060 - $324,863	-4,107 Reduced 18.48%	18,119 $1.27 Million
Q1 2022 Apr 29, 2022	SELL	$71.88 - $80.4 $1.44 Million - $1.61 Million	-19,985 Reduced 47.35%	22,226 $1.72 Million
Q4 2021 Feb 02, 2022	BUY	$73.28 - $81.04 $1.35 Million - $1.49 Million	18,403 Added 77.3%	42,211 $3.42 Million
Q3 2021 Nov 02, 2021	BUY	$73.5 - $78.28 $403,588 - $429,835	5,491 Added 29.98%	23,808 $1.75 Million
Q2 2021 Jul 30, 2021	SELL	$69.72 - $73.7 $102,070 - $107,896	-1,464 Reduced 7.4%	18,317 $1.35 Million
Q1 2021 May 06, 2021	SELL	$65.18 - $69.88 $898,767 - $963,575	-13,789 Reduced 41.08%	19,781 $1.37 Million
Q4 2020 Jan 21, 2021	BUY	$61.66 - $67.88 $2.07 Million - $2.28 Million	33,570 New	33,570 $2.28 Million

Others Institutions Holding USMV

# of Institutions

1,243

Shares Held

216M

Call Options Held

23.9K

Put Options Held

478K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Account

Clearview Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History