Clearview Wealth Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$70.97 - $74.19 $7,593 - $7,938	-107 Reduced 74.83%	36 $2,000
Q1 2023 Apr 12, 2023	BUY	$66.27 - $72.39 $728 - $796	11 Added 8.33%	143 $10,000
Q4 2022 Jan 31, 2023	SELL	$55.83 - $67.96 $10,384 - $12,640	-186 Reduced 58.49%	132 $8,000
Q3 2022 Oct 18, 2022	BUY	$55.75 - $67.2 $3,902 - $4,704	70 Added 28.23%	318 $18,000
Q2 2022 Aug 05, 2022	BUY	$61.64 - $74.67 $2,157 - $2,613	35 Added 16.43%	248 $16,000
Q1 2022 Apr 29, 2022	BUY	$67.21 - $80.45 $10,484 - $12,550	156 Added 273.68%	213 $16,000
Q4 2021 Feb 02, 2022	BUY	$76.64 - $82.32 $2,452 - $2,634	32 Added 128.0%	57 $5,000
Q2 2021 Jul 30, 2021	SELL	$76.82 - $82.21 $3,226 - $3,452	-42 Reduced 62.69%	25 $2,000
Q4 2020 Jan 21, 2021	BUY	$61.15 - $73.67 $4,097 - $4,935	67 New	67 $5,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$727 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$482 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$450 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$437 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$383 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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