Lineweaver Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Lineweaver Wealth Advisors, LLC

$496 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	SELL	$42.6 - $46.25 $102,495 - $111,277	-2,406 Reduced 30.36%	5,519 $254,000
Q3 2023 Oct 19, 2023	SELL	$43.62 - $45.64 $240,913 - $252,069	-5,523 Reduced 41.07%	7,925 $346,000
Q2 2023 Jul 26, 2023	SELL	$45.12 - $46.45 $297,656 - $306,430	-6,597 Reduced 32.91%	13,448 $611,000
Q1 2023 May 02, 2023	SELL	$44.68 - $46.69 $14.5 Million - $15.1 Million	-324,087 Reduced 94.18%	20,045 $925,000
Q4 2022 Jan 26, 2023	SELL	$43.31 - $46.11 $211,742 - $225,431	-4,889 Reduced 1.4%	344,132 $0
Q3 2022 Nov 01, 2022	BUY	$44.1 - $48.01 $71,927 - $78,304	1,631 Added 0.47%	349,021 $15.5 Million
Q2 2022 Jul 26, 2022	BUY	$45.73 - $49.5 $1.83 Million - $1.98 Million	39,945 Added 12.99%	347,390 $16.3 Million
Q1 2022 May 09, 2022	BUY	$49.13 - $52.58 $202,169 - $216,366	4,115 Added 1.36%	307,445 $15.3 Million
Q4 2021 Jan 31, 2022	BUY	$52.59 - $53.43 $3.99 Million - $4.05 Million	75,860 Added 33.35%	303,330 $16.1 Million
Q3 2021 Oct 22, 2021	BUY	$53.21 - $53.97 $559,130 - $567,116	10,508 Added 4.84%	227,470 $12.1 Million
Q2 2021 Jul 26, 2021	SELL	$52.74 - $53.49 $549,023 - $556,830	-10,410 Reduced 4.58%	216,962 $11.6 Million
Q1 2021 Apr 30, 2021	BUY	$52.55 - $54.49 $11.9 Million - $12.4 Million	227,372 New	227,372 $12 Million

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

0

Put Options Held

0

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