Meridian Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Meridian Wealth Advisors, LLC

$505 Million
Q2 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 9,216 shares of IYW stock, worth $1.43 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,216

Previous 9,216 -0.0%

Holding current value

$1.43 Million

Previous $1.24 Million 11.5%

% of portfolio

0.27%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$103.39 - $113.67 $57,898 - $63,655	-560 Reduced 5.73%	9,216 $966,000
Q2 2023 Aug 02, 2023	SELL	$88.68 - $109.37 $100,917 - $124,463	-1,138 Reduced 10.43%	9,776 $1.06 Million
Q1 2022 May 12, 2022	SELL	$90.78 - $115.41 $59,007 - $75,016	-650 Reduced 5.62%	10,914 $1.13 Million
Q4 2021 Feb 02, 2022	SELL	$100.11 - $117.09 $36,540 - $42,737	-365 Reduced 3.06%	11,564 $1.33 Million
Q3 2021 Nov 12, 2021	SELL	$98.99 - $108.87 $40,585 - $44,636	-410 Reduced 3.32%	11,929 $1.21 Million
Q2 2021 Aug 10, 2021	SELL	$86.67 - $99.76 $26,087 - $30,027	-301 Reduced 2.38%	12,339 $1.23 Million
Q4 2020 May 07, 2021	BUY	$73.15 - $85.83 $924,616 - $1.08 Million	12,640 New	12,640 $1.08 Million
Q4 2020 Feb 16, 2021	SELL	$73.15 - $85.83 $231,154 - $271,222	-3,160 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$37.1 - $48.75 $117,236 - $154,050	3,160 New	3,160 $505,000

Others Institutions Holding IYW

# of Institutions

1,103

Shares Held

82.4M

Call Options Held

104K

Put Options Held

83.3K

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Meridian Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History