Lineweaver Wealth Advisors, LLC Ishares Tr Transaction History

Lineweaver Wealth Advisors, LLC

$559 Million
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$84.66 - $98.11 $861,584 - $998,465	-10,177 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$93.87 - $107.98 $24,875 - $28,614	-265 Reduced 2.54%	10,177 $994,000
Q4 2021 Jan 31, 2022	SELL	$106.57 - $110.92 $136,303 - $141,866	-1,279 Reduced 10.91%	10,442 $1.14 Million
Q3 2021 Oct 22, 2021	SELL	$109.98 - $113.55 $46,741 - $48,258	-425 Reduced 3.5%	11,721 $1.29 Million
Q2 2021 Jul 26, 2021	SELL	$109.25 - $112.9 $54,734 - $56,562	-501 Reduced 3.96%	12,146 $1.37 Million
Q1 2021 Apr 30, 2021	SELL	$106.72 - $115.35 $791,542 - $855,550	-7,417 Reduced 36.97%	12,647 $1.38 Million
Q4 2020 Feb 11, 2021	SELL	$109.8 - $115.91 $8,235 - $8,693	-75 Reduced 0.37%	20,064 $2.33 Million
Q3 2020 Oct 20, 2020	SELL	$109.14 - $114.48 $6,330 - $6,639	-58 Reduced 0.29%	20,139 $2.23 Million
Q2 2020 Aug 10, 2020	SELL	$93.85 - $109.23 $1.49 Million - $1.73 Million	-15,867 Reduced 44.0%	20,197 $2.21 Million
Q1 2020 May 05, 2020	BUY	$85.8 - $117.01 $195,195 - $266,197	2,275 Added 6.73%	36,064 $3.49 Million
Q4 2019 Jan 16, 2020	BUY	$111.26 - $114.74 $3.76 Million - $3.88 Million	33,789 New	33,789 $3.87 Million

Others Institutions Holding EMB

# of Institutions

990

Shares Held

145M

Call Options Held

3.32M

Put Options Held

7.59M

Wells Fargo & Company San Francisco, CA

17.8M
Shares

$1.66 Billion
0.38% of portfolio
Proficio Capital Partners LLC Newton, MA

8.64M
Shares

$806 Million
3.97% of portfolio
Betterment LLC New York, NY

7.98M
Shares

$745 Million
1.71% of portfolio
Jones Financial Companies Lllp

7.74M
Shares

$723 Million
0.63% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

6.9M
Shares

$644 Million
25.18% of portfolio

About ISHARES TR

Ticker EMB
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