Clearview Wealth Advisors LLC Ishares Tr Esg Aware Usd Corpo 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	$22.41 - $23.18 $7,731 - $7,997	-345 Reduced 56.74%	263 $5,000
Q1 2023 Apr 12, 2023	BUY	$22.22 - $23.44 $5,199 - $5,484	234 Added 62.57%	608 $13,000
Q4 2022 Jan 31, 2023	SELL	$21.15 - $23.06 $20,959 - $22,852	-991 Reduced 72.6%	374 $8,000
Q3 2022 Oct 18, 2022	BUY	$21.64 - $23.92 $2,466 - $2,726	114 Added 9.11%	1,365 $30,000
Q2 2022 Aug 05, 2022	BUY	$22.68 - $25.19 $9,457 - $10,504	417 Added 50.0%	1,251 $29,000
Q1 2022 Apr 29, 2022	BUY	$24.73 - $27.06 $20,624 - $22,568	834 New	834 $21,000
Q3 2021 Nov 02, 2021	SELL	$27.5 - $28.1 $1,347 - $1,376	-49 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$26.94 - $27.73 $6,492 - $6,682	-241 Reduced 83.1%	49 $1,000
Q4 2020 Jan 21, 2021	BUY	$27.6 - $28.38 $8,004 - $8,230	290 New	290 $8,000

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$182 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$71.8 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.9 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.4 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$40 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

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