Meridian Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 3,455 shares of ITOT stock, worth $462,831. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,455

Previous 3,419 1.05%

Holding current value

$462,831

Previous $429,000 3.5%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$124.26 - $134.12 $4,473 - $4,828	36 Added 1.05%	3,455 $444,000
Q3 2024 Nov 12, 2024	BUY	$113.41 - $125.62 $387,748 - $429,494	3,419 New	3,419 $429,000
Q1 2024 Apr 25, 2024	BUY	$103.16 - $115.3 $618 - $691	6 Added 0.18%	3,314 $382,000
Q4 2023 Feb 08, 2024	SELL	$90.04 - $105.69 $325,044 - $381,540	-3,610 Reduced 52.18%	3,308 $348,000
Q3 2023 Oct 17, 2023	BUY	$93.72 - $101.39 $403,839 - $436,889	4,309 Added 165.16%	6,918 $651,000
Q2 2023 Aug 02, 2023	SELL	$89.03 - $97.84 $17,984 - $19,763	-202 Reduced 7.19%	2,609 $255,000
Q1 2023 May 12, 2023	SELL	$84.12 - $93.15 $1,177 - $1,304	-14 Reduced 0.5%	2,811 $254,000
Q4 2022 Feb 13, 2023	BUY	$79.44 - $90.48 $158 - $180	2 Added 0.07%	2,825 $239,000
Q3 2022 Nov 14, 2022	BUY	$79.54 - $95.9 $1,590 - $1,918	20 Added 0.71%	2,823 $225,000
Q2 2022 Aug 05, 2022	BUY	$80.96 - $102.19 $13,763 - $17,372	170 Added 6.46%	2,803 $235,000
Q4 2021 Jan 27, 2022	BUY	$98.24 - $107.61 $258,665 - $283,337	2,633 New	2,633 $282,000

Others Institutions Holding ITOT

# of Institutions

1,504

Shares Held

301M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

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Meridian Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History