A detailed history of Meridian Financial, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Meridian Financial, LLC holds 5,468 shares of SUSA stock, worth $680,820. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,468
Previous 5,468 -0.0%
Holding current value
$680,820
Previous $614 Million 7.12%
% of portfolio
0.44%
Previous 0.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$102.41 - $112.98 $20,482 - $22,596
-200 Reduced 3.53%
5,468 $614 Million
Q1 2024

Aug 13, 2024

SELL
$98.48 - $109.17 $44,316 - $49,126
-450 Reduced 7.36%
5,668 $619 Million
Q4 2023

Aug 13, 2024

BUY
$85.36 - $100.86 $4,268 - $5,043
50 Added 0.82%
6,118 $615 Million
Q3 2023

Aug 13, 2024

SELL
$89.49 - $97.11 $17,898 - $19,422
-200 Reduced 3.19%
6,068 $546 Million
Q2 2023

Aug 13, 2024

SELL
$85.65 - $93.64 $8,565 - $9,364
-100 Reduced 1.57%
6,268 $587 Million
Q1 2023

Aug 13, 2024

SELL
$81.64 - $90.01 $65,312 - $72,008
-800 Reduced 11.16%
6,368 $559 Million
Q4 2022

Aug 13, 2024

SELL
$75.77 - $88.09 $45,462 - $52,854
-600 Reduced 7.72%
7,168 $590 Million
Q3 2022

Aug 13, 2024

SELL
$75.91 - $92.66 $45,546 - $55,596
-600 Reduced 7.17%
7,768 $590 Million
Q2 2022

Aug 13, 2024

SELL
$78.1 - $97.98 $13,667 - $17,146
-175 Reduced 2.05%
8,368 $675 Million
Q4 2021

Aug 13, 2024

BUY
$95.76 - $106.67 $818,077 - $911,281
8,543 New
8,543 $908 Million

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Meridian Financial, LLC Portfolio

Follow Meridian Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Financial, LLC with notifications on news.