A detailed history of Meridian Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 2,898 shares of IWD stock, worth $542,969. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,898
Previous 2,772 4.55%
Holding current value
$542,969
Previous $483,000 13.87%
% of portfolio
0.1%
Previous 0.1%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$173.36 - $189.8 $21,843 - $23,914
126 Added 4.55%
2,898 $550,000
Q2 2024

Aug 02, 2024

BUY
$169.4 - $179.05 $111,465 - $117,814
658 Added 31.13%
2,772 $483,000
Q2 2023

Aug 02, 2023

BUY
$148.55 - $157.83 $2,228 - $2,367
15 Added 0.71%
2,114 $333,000
Q2 2022

Jul 26, 2022

SELL
$140.99 - $168.41 $34,401 - $41,092
-244 Reduced 10.41%
2,099 $304,000
Q1 2022

May 12, 2022

BUY
$157.15 - $170.51 $11,000 - $11,935
70 Added 3.08%
2,343 $389,000
Q3 2021

Nov 12, 2021

SELL
$154.62 - $164.07 $22,729 - $24,118
-147 Reduced 6.07%
2,273 $356,000
Q2 2021

Aug 10, 2021

BUY
$152.86 - $162.4 $35,004 - $37,189
229 Added 10.45%
2,420 $384,000
Q1 2021

May 07, 2021

SELL
$134.89 - $153.0 $2,697 - $3,060
-20 Reduced 0.9%
2,191 $332,000
Q4 2020

May 07, 2021

BUY
$115.84 - $136.73 $256,122 - $302,310
2,211 New
2,211 $302,000
Q4 2020

Feb 16, 2021

SELL
$115.84 - $136.73 $256,122 - $302,310
-2,211 Closed
0 $0
Q3 2020

Nov 16, 2020

SELL
$111.27 - $124.26 $36,274 - $40,508
-326 Reduced 12.85%
2,211 $261,000
Q2 2020

Aug 14, 2020

SELL
$94.52 - $125.14 $79,680 - $105,493
-843 Reduced 24.94%
2,537 $286,000
Q1 2020

May 15, 2020

BUY
$85.17 - $138.52 $56,552 - $91,977
664 Added 24.45%
3,380 $335,000
Q4 2019

Feb 12, 2020

BUY
$123.85 - $136.67 $5,944 - $6,560
48 Added 1.8%
2,716 $371,000
Q3 2019

Nov 08, 2019

BUY
$127.92 - $130.25 $24,560 - $25,008
192 Added 7.75%
2,668 $342,000
Q2 2019

Aug 08, 2019

BUY
N/A
147 Added 6.31%
2,476 $315,000
Q1 2019

May 07, 2019

SELL
N/A
-2,853 Reduced 55.06%
2,329 $288,000
Q4 2018

Feb 14, 2019

BUY
N/A
5,182 New
5,182 $575,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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