Lineweaver Wealth Advisors, LLC Ishares Tr Transaction History

Lineweaver Wealth Advisors, LLC

$505 Million
Q4 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 28,634 shares of IEFA stock, worth $2.17 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

28,634

Previous 28,139 1.76%

Holding current value

$2.17 Million

Previous $2.2 Million 8.38%

% of portfolio

0.4%

Previous 0.44%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$70.06 - $77.43 $34,679 - $38,327	495 Added 1.76%	28,634 $2.01 Million
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

2,149

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Lineweaver Wealth Advisors, LLC Ishares Tr Transaction History