Lineweaver Wealth Advisors, LLC Ishares Tr Transaction History

Lineweaver Wealth Advisors, LLC

  • $496 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$107.44 - $118.16 $88,530 - $97,363
-824 Reduced 21.67%
2,979 $320,000
Q2 2023

Jul 26, 2023
SELL
$108.5 - $119.27 $51,971 - $57,130
-479 Reduced 11.19%
3,803 $430,000
Q1 2023

May 02, 2023
SELL
$110.68 - $126.38 $60,209 - $68,750
-544 Reduced 11.27%
4,282 $501,000
Q4 2022

Jan 26, 2023
SELL
$107.39 - $125.5 $35,975 - $42,042
-335 Reduced 6.49%
4,826 $0
Q3 2022

Nov 01, 2022
SELL
$107.22 - $127.71 $14,903 - $17,751
-139 Reduced 2.62%
5,161 $553,000
Q2 2022

Jul 26, 2022
BUY
$113.21 - $132.14 $25,811 - $30,127
228 Added 4.5%
5,300 $623,000
Q1 2022

May 09, 2022
SELL
$119.99 - $129.75 $1,439 - $1,557
-12 Reduced 0.24%
5,072 $649,000
Q4 2021

Jan 31, 2022
SELL
$114.37 - $122.59 $45,176 - $48,423
-395 Reduced 7.21%
5,084 $623,000
Q3 2021

Oct 22, 2021
SELL
$112.53 - $119.9 $189,500 - $201,911
-1,684 Reduced 23.51%
5,479 $628,000
Q2 2021

Jul 26, 2021
BUY
$114.14 - $123.06 $532,805 - $574,444
4,668 Added 187.09%
7,163 $835,000
Q1 2021

Apr 30, 2021
BUY
$94.76 - $115.39 $236,426 - $287,898
2,495 New
2,495 $284,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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