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 3,419 shares of ITOT stock, worth $444,504. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,419
Holding current value
$444,504
% of portfolio
0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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.