Clearview Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 3,155 shares of USMV stock, worth $295,591. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,155

Previous 3,298 4.34%

Holding current value

$295,591

Previous $301,000 6.98%

% of portfolio

0.22%

Previous 0.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$88.59 - $94.57 $12,668 - $13,523	-143 Reduced 4.34%	3,155 $280,000
Q3 2024 Oct 15, 2024	SELL	$83.76 - $91.82 $251 - $275	-3 Reduced 0.09%	3,298 $301,000
Q2 2024 Jul 31, 2024	SELL	$79.92 - $84.63 $35,084 - $37,152	-439 Reduced 11.74%	3,301 $277,000
Q1 2024 Apr 09, 2024	SELL	$77.86 - $83.58 $151,359 - $162,479	-1,944 Reduced 34.2%	3,740 $312,000
Q4 2023 Jan 12, 2024	SELL	$70.56 - $78.63 $167,227 - $186,353	-2,370 Reduced 29.43%	5,684 $443,000
Q3 2023 Oct 30, 2023	SELL	$72.38 - $76.06 $208,816 - $219,433	-2,885 Reduced 26.37%	8,054 $582,000
Q2 2023 Aug 07, 2023	SELL	$71.44 - $74.33 $83,227 - $86,594	-1,165 Reduced 9.62%	10,939 $813,000
Q1 2023 Apr 12, 2023	SELL	$69.12 - $73.78 $507,202 - $541,397	-7,338 Reduced 37.74%	12,104 $880,000
Q4 2022 Jan 31, 2023	SELL	$65.75 - $75.5 $250,507 - $287,655	-3,810 Reduced 16.39%	19,442 $1.4 Million
Q3 2022 Oct 18, 2022	BUY	$66.1 - $76.63 $339,291 - $393,341	5,133 Added 28.33%	23,252 $1.54 Million
Q2 2022 Aug 05, 2022	SELL	$66.73 - $79.1 $274,060 - $324,863	-4,107 Reduced 18.48%	18,119 $1.27 Million
Q1 2022 Apr 29, 2022	SELL	$71.88 - $80.4 $1.44 Million - $1.61 Million	-19,985 Reduced 47.35%	22,226 $1.72 Million
Q4 2021 Feb 02, 2022	BUY	$73.28 - $81.04 $1.35 Million - $1.49 Million	18,403 Added 77.3%	42,211 $3.42 Million
Q3 2021 Nov 02, 2021	BUY	$73.5 - $78.28 $403,588 - $429,835	5,491 Added 29.98%	23,808 $1.75 Million
Q2 2021 Jul 30, 2021	SELL	$69.72 - $73.7 $102,070 - $107,896	-1,464 Reduced 7.4%	18,317 $1.35 Million
Q1 2021 May 06, 2021	SELL	$65.18 - $69.88 $898,767 - $963,575	-13,789 Reduced 41.08%	19,781 $1.37 Million
Q4 2020 Jan 21, 2021	BUY	$61.66 - $67.88 $2.07 Million - $2.28 Million	33,570 New	33,570 $2.28 Million

Others Institutions Holding USMV

# of Institutions

1,363

Shares Held

207M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Clearview Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History