Meridian Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Meridian Wealth Management, LLC

$597 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$89.99 - $105.25 $19,707 - $23,049	-219 Reduced 2.57%	8,307 $871,000
Q3 2023 Oct 17, 2023	SELL	$93.48 - $100.86 $57,209 - $61,726	-612 Reduced 6.7%	8,526 $800,000
Q2 2023 Aug 02, 2023	SELL	$88.97 - $97.46 $311,572 - $341,304	-3,502 Reduced 27.71%	9,138 $890,000
Q1 2023 May 12, 2023	SELL	$84.05 - $92.64 $205,250 - $226,226	-2,442 Reduced 16.19%	12,640 $1.14 Million
Q4 2022 Feb 13, 2023	BUY	$82.9 - $90.53 $15,999 - $17,472	193 Added 1.3%	15,082 $1.28 Million

Q3 2022 Nov 14, 2022	BUY	$82.11 - $95.97 $404,720 - $473,036	4,929 Added 49.49%	14,889 $1.18 Million
Q2 2022 Aug 05, 2022	BUY	$81.27 - $102.58 $215,690 - $272,247	2,654 Added 36.33%	9,960 $836,000
Q1 2022 May 12, 2022	BUY	$93.13 - $108.44 $22,351 - $26,025	240 Added 3.4%	7,306 $740,000
Q4 2021 Jan 27, 2022	BUY	$98.21 - $108.46 $232,855 - $257,158	2,371 Added 50.5%	7,066 $762,000
Q3 2021 Oct 15, 2021	BUY	$97.63 - $104.12 $114,422 - $122,028	1,172 Added 33.27%	4,695 $462,000
Q2 2021 Jul 22, 2021	BUY	$91.95 - $98.47 $53,422 - $57,211	581 Added 19.75%	3,523 $347,000
Q1 2021 May 07, 2021	BUY	$84.89 - $91.26 $249,746 - $268,486	2,942 New	2,942 $267,000

Others Institutions Holding ESGU

# of Institutions

787

Shares Held

99M

Call Options Held

0

Put Options Held

0

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