Meridian Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Meridian Wealth Management, LLC

  • $820 Million
  • Q2 2024

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$102.35 - $110.52 $875,297 - $945,167
-8,552 Reduced 14.06%
52,272 $5.78 Million
Q4 2023

Feb 08, 2024
SELL
$87.61 - $110.11 $2.7 Million - $3.4 Million
-30,842 Reduced 33.65%
60,824 $6.58 Million
Q3 2023

Oct 17, 2023
BUY
$92.9 - $105.16 $4.62 Million - $5.23 Million
49,687 Added 118.36%
91,666 $8.65 Million
Q2 2023

Aug 02, 2023
SELL
$91.14 - $99.81 $314,433 - $344,344
-3,450 Reduced 7.59%
41,979 $4.18 Million
Q1 2023

May 12, 2023
SELL
$92.27 - $107.68 $349,057 - $407,353
-3,783 Reduced 7.69%
45,429 $4.39 Million
Q4 2022

Feb 13, 2023
SELL
$89.09 - $102.13 $55,859 - $64,035
-627 Reduced 1.26%
49,212 $4.66 Million
Q3 2022

Nov 14, 2022
SELL
$87.04 - $106.5 $173,905 - $212,787
-1,998 Reduced 3.85%
49,839 $4.35 Million
Q2 2022

Aug 05, 2022
BUY
$89.03 - $109.02 $850,592 - $1.04 Million
9,554 Added 22.6%
51,837 $4.79 Million
Q1 2022

May 12, 2022
BUY
$102.32 - $116.69 $561,327 - $640,161
5,486 Added 14.91%
42,283 $4.56 Million
Q4 2021

Jan 27, 2022
BUY
$108.26 - $120.32 $716,897 - $796,759
6,622 Added 21.95%
36,797 $4.21 Million
Q3 2021

Oct 15, 2021
SELL
$104.62 - $113.69 $162,161 - $176,219
-1,550 Reduced 4.89%
30,175 $3.3 Million
Q2 2021

Jul 22, 2021
BUY
$106.38 - $116.3 $201,483 - $220,272
1,894 Added 6.35%
31,725 $3.58 Million
Q1 2021

May 07, 2021
BUY
$91.04 - $115.01 $16,751 - $21,161
184 Added 0.62%
29,831 $3.24 Million
Q4 2020

Jan 19, 2021
BUY
$71.23 - $92.42 $1.46 Million - $1.9 Million
20,529 Added 225.15%
29,647 $2.72 Million
Q3 2020

Oct 09, 2020
BUY
$65.69 - $75.96 $598,961 - $692,603
9,118 New
9,118 $640,000
Q3 2019

Nov 08, 2019
SELL
$73.61 - $80.67 $152,299 - $166,906
-2,069 Closed
0 $0
Q2 2019

Jul 19, 2019
BUY
$73.17 - $81.37 $99,072 - $110,174
1,354 Added 189.37%
2,069 $1.62 Million
Q1 2019

May 15, 2019
BUY
$68.34 - $81.18 $48,863 - $58,043
715 New
715 $551,000
Q3 2018

Oct 19, 2018
SELL
$84.33 - $90.31 $507,582 - $543,575
-6,019 Closed
0 $0
Q2 2018

Aug 06, 2018
SELL
$75.25 - $86.64 $67,725 - $77,976
-900 Reduced 13.01%
6,019 $502,000
Q1 2018

May 08, 2018
SELL
$73.35 - $80.36 $64,474 - $70,636
-879 Reduced 11.27%
6,919 $533,000
Q4 2017

Jan 30, 2018
BUY
$73.06 - $77.74 $146 - $155
2 Added 0.03%
7,798 $581,000
Q3 2017

Oct 31, 2017
BUY
$72.31 - $74.22 $563,728 - $578,619
7,796
7,796 $579,000

Others Institutions Holding IJR

# of Institutions
2,538
Shares Held
496M
Call Options Held
771K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

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

Track Meridian Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email