Clearview Wealth Advisors LLC Ishares Msci Usa Value Factor Transaction History

Clearview Wealth Advisors LLC

$97.3 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$87.72 - $94.13 $9,736 - $10,448	-111 Reduced 5.13%	2,051 $192,000
Q1 2023 Apr 12, 2023	SELL	$88.06 - $99.54 $22,807 - $25,780	-259 Reduced 10.7%	2,162 $200,000
Q4 2022 Jan 31, 2023	SELL	$89.82 - $97.89 $18,952 - $20,654	-211 Reduced 8.02%	2,421 $220,000
Q3 2022 Oct 18, 2022	SELL	$85.0 - $99.37 $34,255 - $40,046	-403 Reduced 13.28%	2,632 $216,000
Q2 2022 Aug 05, 2022	SELL	$88.4 - $105.81 $1.1 Million - $1.32 Million	-12,464 Reduced 80.42%	3,035 $275,000

Q1 2022 Apr 29, 2022	SELL	$100.54 - $114.92 $733,238 - $838,111	-7,293 Reduced 32.0%	15,499 $1.62 Million
Q4 2021 Feb 02, 2022	SELL	$101.38 - $109.77 $387,981 - $420,089	-3,827 Reduced 14.38%	22,792 $2.5 Million
Q3 2021 Nov 02, 2021	SELL	$100.55 - $106.33 $120,358 - $127,277	-1,197 Reduced 4.3%	26,619 $2.68 Million
Q2 2021 Jul 30, 2021	BUY	$102.28 - $108.72 $48,276 - $51,315	472 Added 1.73%	27,816 $2.92 Million
Q1 2021 May 06, 2021	SELL	$86.14 - $104.49 $13,351 - $16,195	-155 Reduced 0.56%	27,344 $2.8 Million
Q4 2020 Jan 21, 2021	BUY	$71.94 - $88.81 $1.98 Million - $2.44 Million	27,499 New	27,499 $2.39 Million

Others Institutions Holding VLUE

# of Institutions

448

Shares Held

55.6M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

18.4M
Shares

$1.89 Billion
2.05% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.46M
Shares

$459 Million
33.37% of portfolio
Matson Money. Inc.

3.92M
Shares

$403 Million
14.07% of portfolio
Mercer Global Advisors Inc Denver, CO

2.8M
Shares

$288 Million
0.86% of portfolio
Envestnet Asset Management Inc

2.8M
Shares

$288 Million
0.12% of portfolio

About ISHARES MSCI USA VALUE FACTOR

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