Lineweaver Wealth Advisors, LLC Ishares Tr Transaction History

Lineweaver Wealth Advisors, LLC

$496 Million
Q3 2024

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 28,139 shares of IEFA stock, worth $1.99 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

28,139

Previous 27,383 2.76%

Holding current value

$1.99 Million

Previous $1.99 Million 10.41%

% of portfolio

0.44%

Previous 0.44%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$70.09 - $78.74 $52,988 - $59,527	756 Added 2.76%	28,139 $2.2 Million
Q2 2024 Aug 01, 2024	SELL	$70.77 - $76.19 $25,406 - $27,352	-359 Reduced 1.29%	27,383 $1.99 Million
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $26,097 - $28,506	383 Added 1.4%	27,742 $2.06 Million
Q4 2023 Jan 19, 2024	SELL	$61.3 - $70.47 $103,474 - $118,953	-1,688 Reduced 5.81%	27,359 $1.92 Million
Q3 2023 Oct 19, 2023	SELL	$64.04 - $69.58 $176,238 - $191,484	-2,752 Reduced 8.65%	29,047 $1.87 Million
Q2 2023 Jul 26, 2023	BUY	$66.03 - $69.1 $15,517 - $16,238	235 Added 0.74%	31,799 $2.15 Million
Q1 2023 May 02, 2023	SELL	$62.17 - $67.7 $42,959 - $46,780	-691 Reduced 2.14%	31,564 $2.11 Million
Q4 2022 Jan 26, 2023	SELL	$52.35 - $63.65 $18,531 - $22,532	-354 Reduced 1.09%	32,255 $0
Q3 2022 Nov 01, 2022	SELL	$52.32 - $63.1 $42,065 - $50,732	-804 Reduced 2.41%	32,609 $1.72 Million
Q2 2022 Jul 26, 2022	SELL	$57.91 - $70.46 $88,891 - $108,156	-1,535 Reduced 4.39%	33,413 $1.97 Million
Q1 2022 May 09, 2022	SELL	$63.26 - $75.48 $3,099 - $3,698	-49 Reduced 0.14%	34,948 $2.43 Million
Q4 2021 Jan 31, 2022	BUY	$72.36 - $77.76 $35,311 - $37,946	488 Added 1.41%	34,997 $2.61 Million
Q3 2021 Oct 22, 2021	SELL	$72.98 - $78.2 $33,789 - $36,206	-463 Reduced 1.32%	34,509 $2.56 Million
Q2 2021 Jul 26, 2021	SELL	$73.11 - $77.88 $2,558 - $2,725	-35 Reduced 0.1%	34,972 $2.62 Million
Q1 2021 Apr 30, 2021	SELL	$68.58 - $73.12 $3.51 Million - $3.74 Million	-51,117 Reduced 59.35%	35,007 $2.52 Million
Q4 2020 Feb 11, 2021	SELL	$58.13 - $69.71 $1.82 Million - $2.18 Million	-31,321 Reduced 26.67%	86,124 $5.95 Million
Q3 2020 Oct 20, 2020	BUY	$57.43 - $62.28 $23,546 - $25,534	410 Added 0.35%	117,445 $7.08 Million
Q2 2020 Aug 10, 2020	SELL	$47.43 - $60.75 $5.47 Million - $7.01 Million	-115,337 Reduced 49.63%	117,035 $6.69 Million
Q1 2020 May 05, 2020	BUY	$43.31 - $66.12 $132,225 - $201,864	3,053 Added 1.33%	232,372 $11.6 Million
Q4 2019 Jan 16, 2020	BUY	$59.36 - $65.51 $13.6 Million - $15 Million	229,319 New	229,319 $15 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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.

Account

Lineweaver Wealth Advisors, LLC Ishares Tr Transaction History