Lineweaver Wealth Advisors, LLC Ishares Tr Transaction History

Lineweaver Wealth Advisors, LLC

$496 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	SELL	$40.63 - $49.07 $3.27 Million - $3.95 Million	-80,530 Reduced 93.77%	5,352 $234,000
Q4 2022 Jan 26, 2023	SELL	$41.43 - $50.5 $19,140 - $23,331	-462 Reduced 0.54%	85,882 $0
Q3 2022 Nov 01, 2022	BUY	$36.07 - $45.64 $5,049 - $6,389	140 Added 0.16%	86,344 $3.4 Million
Q2 2022 Jul 26, 2022	SELL	$37.64 - $48.83 $4,328 - $5,615	-115 Reduced 0.13%	86,204 $3.29 Million
Q1 2022 May 09, 2022	SELL	$31.0 - $42.12 $646,071 - $877,822	-20,841 Reduced 19.45%	86,319 $3.53 Million
Q4 2021 Jan 31, 2022	SELL	$28.79 - $32.36 $488,566 - $549,149	-16,970 Reduced 13.67%	107,160 $3.23 Million
Q3 2021 Oct 22, 2021	SELL	$24.81 - $29.6 $1.61 Million - $1.92 Million	-64,902 Reduced 34.33%	124,130 $3.51 Million
Q2 2021 Jul 26, 2021	BUY	$25.2 - $30.0 $716,587 - $853,080	28,436 Added 17.71%	189,032 $5.5 Million
Q1 2021 Apr 30, 2021	BUY	$20.29 - $28.47 $3.26 Million - $4.57 Million	160,596 New	160,596 $4.21 Million

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$88.9 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$62.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.2 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
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.