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

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 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 $1.46 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,216
Previous 9,216 -0.0%
Holding current value
$1.46 Million
Previous $1.39 Million 0.72%
% of portfolio
0.26%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
84.1M
Call Options Held
80.4K
Put Options Held
33.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Meridian Wealth Advisors, LLC Portfolio

Follow Meridian Wealth Advisors, 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 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email