Clearview Wealth Advisors LLC Ishares Core Total Usd Bond Ma Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 87,844 shares of IUSB stock, worth $3.99 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares

87,844

Previous 77,579 13.23%

Holding current value

$3.99 Million

Previous $3.66 Million 8.62%

% of portfolio

3.05%

Previous 2.84%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$45.07 - $47.1 $462,643 - $483,481	10,265 Added 13.23%	87,844 $3.97 Million
Q3 2024 Oct 15, 2024	BUY	$44.83 - $47.42 $310,627 - $328,573	6,929 Added 9.81%	77,579 $3.66 Million
Q2 2024 Jul 31, 2024	SELL	$44.3 - $45.58 $2.08 Million - $2.14 Million	-46,993 Reduced 39.95%	70,650 $3.19 Million
Q1 2024 Apr 09, 2024	BUY	$45.02 - $46.27 $3.99 Million - $4.1 Million	88,711 Added 306.62%	117,643 $5.36 Million
Q4 2023 Jan 12, 2024	BUY	$42.6 - $46.25 $31,140 - $33,808	731 Added 2.59%	28,932 $1.33 Million
Q3 2023 Oct 30, 2023	SELL	$43.62 - $45.64 $25,953 - $27,155	-595 Reduced 2.07%	28,201 $1.23 Million
Q2 2023 Aug 07, 2023	SELL	$45.12 - $46.45 $74,899 - $77,107	-1,660 Reduced 5.45%	28,796 $1.31 Million
Q1 2023 Apr 12, 2023	SELL	$44.68 - $46.69 $2.64 Million - $2.76 Million	-59,114 Reduced 66.0%	30,456 $1.41 Million
Q4 2022 Jan 31, 2023	SELL	$43.31 - $46.11 $137,985 - $146,906	-3,186 Reduced 3.43%	89,570 $4.02 Million
Q3 2022 Oct 18, 2022	SELL	$44.1 - $48.01 $104,869 - $114,167	-2,378 Reduced 2.5%	92,756 $4.13 Million
Q2 2022 Aug 05, 2022	SELL	$45.73 - $49.5 $704,242 - $762,300	-15,400 Reduced 13.93%	95,134 $4.45 Million
Q1 2022 Apr 29, 2022	BUY	$49.13 - $52.58 $1.12 Million - $1.19 Million	22,704 Added 25.85%	110,534 $5.49 Million
Q4 2021 Feb 02, 2022	BUY	$52.59 - $53.43 $1.59 Million - $1.62 Million	30,312 Added 52.7%	87,830 $4.65 Million
Q3 2021 Nov 02, 2021	BUY	$53.21 - $53.97 $134,993 - $136,921	2,537 Added 4.61%	57,518 $3.06 Million
Q2 2021 Jul 30, 2021	BUY	$52.74 - $53.49 $2.9 Million - $2.94 Million	54,981 New	54,981 $2.94 Million

Others Institutions Holding IUSB

# of Institutions

764

Shares Held

700M

Call Options Held

Put Options Held

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Clearview Wealth Advisors LLC Ishares Core Total Usd Bond Ma Transaction History