Clearview Wealth Advisors LLC Ishares Esg Advanced Msci Usa 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	$32.33 - $35.95 $258 - $287	-8 Reduced 1.41%	561 $20,000
Q1 2023 Apr 12, 2023	BUY	$30.39 - $33.7 $334 - $370	11 Added 1.97%	569 $18,000
Q4 2022 Jan 31, 2023	SELL	$27.72 - $32.46 $22,065 - $25,838	-796 Reduced 58.79%	558 $17,000
Q3 2022 Oct 18, 2022	BUY	$28.02 - $34.07 $6,780 - $8,244	242 Added 21.76%	1,354 $38,000
Q2 2022 Aug 05, 2022	SELL	$28.63 - $36.15 $6,613 - $8,350	-231 Reduced 17.2%	1,112 $33,000
Q1 2022 Apr 29, 2022	BUY	$32.88 - $39.25 $38,403 - $45,844	1,168 Added 667.43%	1,343 $48,000
Q4 2021 Feb 02, 2022	BUY	$35.87 - $39.84 $3,335 - $3,705	93 Added 113.41%	175 $7,000
Q3 2021 Nov 02, 2021	BUY	$35.77 - $38.35 $2,933 - $3,144	82 New	82 $3,000

Others Institutions Holding USXF

# of Institutions

233

Shares Held

18.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

4.55M
Shares

$237 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$140 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$70.8 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

623K
Shares

$32.5 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$30.5 Million
0.01% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

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