Lineweaver Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Lineweaver Wealth Advisors, LLC

$496 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$47.65 - $62.2 $203,465 - $265,594	-4,270 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$55.84 - $65.41 $15,467 - $18,118	-277 Reduced 6.09%	4,270 $260,000
Q4 2021 Jan 31, 2022	SELL	$61.58 - $66.32 $3,510 - $3,780	-57 Reduced 1.24%	4,547 $299,000
Q3 2021 Oct 22, 2021	BUY	$60.41 - $67.15 $228,953 - $254,498	3,790 Added 465.6%	4,604 $289,000
Q2 2021 Jul 26, 2021	SELL	$55.06 - $60.62 $487,005 - $536,183	-8,845 Reduced 91.57%	814 $293,000
Q1 2021 Apr 30, 2021	SELL	$52.97 - $58.45 $208,860 - $230,468	-3,943 Reduced 28.99%	9,659 $3.19 Million
Q4 2020 Feb 11, 2021	SELL	$49.24 - $54.55 $9,946 - $11,019	-202 Reduced 1.46%	13,602 $4.45 Million
Q3 2020 Oct 20, 2020	BUY	$44.27 - $51.59 $5,666 - $6,603	128 Added 0.94%	13,804 $4.14 Million
Q2 2020 Aug 10, 2020	BUY	$35.5 - $45.33 $485,498 - $619,933	13,676 New	13,676 $3.62 Million

Others Institutions Holding IHI

# of Institutions

623

Shares Held

36M

Call Options Held

311K

Put Options Held

1.15M

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lineweaver Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lineweaver Wealth Advisors, LLC with notifications on news.