Meridian Wealth Management, LLC Ishares Tr Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 28,219 shares of IEFA stock, worth $1.98 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

28,219

Previous 29,755 5.16%

Holding current value

$1.98 Million

Previous $2.16 Million 1.9%

% of portfolio

0.11%

Previous 0.26%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$70.09 - $78.74 $107,658 - $120,944	-1,536 Reduced 5.16%	28,219 $2.2 Million
Q2 2024 Aug 08, 2024	BUY	$70.77 - $76.19 $2.11 Million - $2.27 Million	29,755 New	29,755 $2.16 Million
Q4 2023 Feb 08, 2024	BUY	$61.3 - $70.47 $1.95 Million - $2.24 Million	31,734 Added 601.93%	37,006 $2.6 Million
Q3 2023 Oct 17, 2023	SELL	$64.04 - $69.58 $131,858 - $143,265	-2,059 Reduced 28.09%	5,272 $339,000
Q2 2023 Aug 02, 2023	SELL	$66.03 - $69.1 $30,968 - $32,407	-469 Reduced 6.01%	7,331 $494,000
Q1 2023 May 12, 2023	BUY	$62.17 - $67.7 $103,202 - $112,382	1,660 Added 27.04%	7,800 $521,000
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $321,429 - $390,811	6,140 New	6,140 $378,000
Q2 2022 Aug 05, 2022	SELL	$57.91 - $70.46 $64,743 - $78,774	-1,118 Reduced 21.27%	4,137 $243,000
Q1 2022 May 12, 2022	SELL	$63.26 - $75.48 $7,401 - $8,831	-117 Reduced 2.18%	5,255 $365,000
Q4 2021 Jan 27, 2022	SELL	$72.36 - $77.76 $74,241 - $79,781	-1,026 Reduced 16.04%	5,372 $401,000
Q3 2021 Oct 15, 2021	BUY	$72.98 - $78.2 $34,227 - $36,675	469 Added 7.91%	6,398 $475,000
Q2 2021 Jul 22, 2021	BUY	$73.11 - $77.88 $39,991 - $42,600	547 Added 10.16%	5,929 $444,000
Q1 2021 May 07, 2021	BUY	$68.58 - $73.12 $35,593 - $37,949	519 Added 10.67%	5,382 $388,000
Q4 2020 Jan 19, 2021	BUY	$58.13 - $69.71 $63,012 - $75,565	1,084 Added 28.68%	4,863 $335,000
Q3 2020 Oct 09, 2020	BUY	$57.43 - $62.28 $217,027 - $235,356	3,779 New	3,779 $227,000
Q1 2020 Apr 16, 2020	SELL	$43.31 - $66.12 $347,432 - $530,414	-8,022 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$59.36 - $65.51 $7,716 - $8,516	130 Added 1.65%	8,022 $523,000
Q3 2019 Nov 08, 2019	BUY	$57.44 - $62.42 $77,371 - $84,079	1,347 Added 20.58%	7,892 $482,000
Q2 2019 Jul 19, 2019	BUY	$59.39 - $62.73 $231,858 - $244,897	3,904 Added 147.82%	6,545 $4.02 Million
Q1 2019 May 15, 2019	SELL	$54.44 - $61.46 $138,713 - $156,600	-2,548 Reduced 49.1%	2,641 $1.61 Million
Q4 2018 Feb 05, 2019	BUY	$53.06 - $64.19 $275,328 - $333,081	5,189 New	5,189 $285,000

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Meridian Wealth Management, LLC Ishares Tr Transaction History