Meridian Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Meridian Wealth Advisors, LLC

$505 Million
Q2 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 23,737 shares of IVW stock, worth $2.31 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

23,737

Previous 23,718 0.08%

Holding current value

$2.31 Million

Previous $2 Million 9.69%

% of portfolio

0.43%

Previous 0.42%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$79.31 - $93.31 $1,506 - $1,772	19 Added 0.08%	23,737 $2.2 Million
Q1 2024 May 10, 2024	BUY	$72.87 - $85.14 $1,603 - $1,873	22 Added 0.09%	23,718 $2 Million
Q4 2023 Feb 06, 2024	BUY	$65.78 - $75.4 $8,946 - $10,254	136 Added 0.58%	23,696 $1.78 Million
Q2 2023 Aug 02, 2023	BUY	$63.21 - $70.48 $3,034 - $3,383	48 Added 0.2%	23,560 $1.66 Million
Q1 2023 May 01, 2023	SELL	$57.25 - $63.89 $2.27 Million - $2.54 Million	-39,736 Reduced 62.83%	23,512 $1.5 Million
Q4 2022 Jan 23, 2023	BUY	$56.73 - $63.56 $2.26 Million - $2.53 Million	39,855 Added 170.37%	63,248 $0
Q3 2022 Oct 19, 2022	BUY	$57.85 - $71.43 $3,239 - $4,000	56 Added 0.24%	23,393 $1.35 Million
Q2 2022 Jul 26, 2022	BUY	$58.13 - $77.8 $2,267 - $3,034	39 Added 0.17%	23,337 $1.41 Million
Q1 2022 May 12, 2022	SELL	$68.33 - $84.32 $22,412 - $27,656	-328 Reduced 1.39%	23,298 $1.78 Million
Q4 2021 Feb 02, 2022	BUY	$73.18 - $84.81 $1,829 - $2,120	25 Added 0.11%	23,626 $1.98 Million
Q3 2021 Nov 12, 2021	BUY	$72.99 - $79.0 $2,408 - $2,607	33 Added 0.14%	23,601 $1.74 Million
Q2 2021 Aug 10, 2021	BUY	$65.96 - $72.81 $1,714 - $1,893	26 Added 0.11%	23,568 $1.71 Million
Q1 2021 May 07, 2021	BUY	$61.43 - $67.25 $2,088 - $2,286	34 Added 0.14%	23,542 $1.53 Million
Q4 2020 May 07, 2021	BUY	$56.17 - $63.82 $1.32 Million - $1.5 Million	23,508 New	23,508 $1.5 Million
Q4 2020 Feb 16, 2021	SELL	$56.17 - $63.82 $328,706 - $373,474	-5,852 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$52.42 - $62.43 $681 - $811	13 Added 0.22%	5,852 $1.35 Million
Q2 2020 Aug 14, 2020	BUY	$39.5 - $52.48 $474 - $629	12 Added 0.21%	5,839 $1.21 Million
Q1 2020 May 15, 2020	SELL	$36.14 - $52.65 $2,963 - $4,317	-82 Reduced 1.39%	5,827 $962,000
Q3 2019 Nov 08, 2019	BUY	$43.49 - $46.27 $256,982 - $273,409	5,909 New	5,909 $1.06 Million

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Meridian Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History