Lineweaver Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Lineweaver Wealth Advisors, LLC

$496 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$89.03 - $97.84 $74,340 - $81,696	835 Added 22.14%	4,607 $450,000
Q1 2023 May 02, 2023	BUY	$84.12 - $93.15 $1,177 - $1,304	14 Added 0.37%	3,772 $341,000
Q4 2022 Jan 26, 2023	BUY	$79.44 - $90.48 $1,429 - $1,628	18 Added 0.48%	3,758 $0
Q3 2022 Nov 01, 2022	BUY	$79.54 - $95.9 $1,511 - $1,822	19 Added 0.51%	3,740 $297,000
Q2 2022 Jul 26, 2022	SELL	$80.96 - $102.19 $43,151 - $54,467	-533 Reduced 12.53%	3,721 $311,000
Q1 2022 May 09, 2022	BUY	$93.09 - $107.63 $1,303 - $1,506	14 Added 0.33%	4,254 $429,000
Q4 2021 Jan 31, 2022	BUY	$98.24 - $107.61 $1,473 - $1,614	15 Added 0.36%	4,240 $453,000
Q3 2021 Oct 22, 2021	SELL	$97.33 - $103.96 $3,114 - $3,326	-32 Reduced 0.75%	4,225 $415,000
Q2 2021 Jul 26, 2021	SELL	$92.76 - $98.86 $556 - $593	-6 Reduced 0.14%	4,257 $420,000
Q1 2021 Apr 30, 2021	SELL	$85.12 - $92.58 $680 - $740	-8 Reduced 0.19%	4,263 $390,000
Q4 2020 Feb 11, 2021	SELL	$74.05 - $86.22 $6,738 - $7,846	-91 Reduced 2.09%	4,271 $368,000
Q3 2020 Oct 20, 2020	BUY	$69.81 - $80.47 $209 - $241	3 Added 0.07%	4,362 $329,000
Q2 2020 Aug 10, 2020	SELL	$54.49 - $72.8 $3.2 Million - $4.27 Million	-58,641 Reduced 93.08%	4,359 $302,000
Q1 2020 May 05, 2020	SELL	$49.67 - $76.42 $4.67 Million - $7.19 Million	-94,108 Reduced 59.9%	63,000 $3.61 Million
Q4 2019 Jan 16, 2020	BUY	$65.12 - $72.96 $10.2 Million - $11.5 Million	157,108 New	157,108 $11.4 Million

Others Institutions Holding ITOT

# of Institutions

1,377

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

About ISHARES CORE S&P TOTAL U.S. ST

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