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

$98.2 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$70.7 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$68.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$50.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$31.1 Million
0.0% of portfolio

About ISHARES TR

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