Meridian Wealth Management, LLC Ishares Core S&P U.S. Value Et 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 U.S. Value Et stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 5,714 shares of IUSV stock, worth $550,372. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,714

Previous 6,372 10.33%

Holding current value

$550,372

Previous $608,000 12.99%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$91.94 - $100.02 $60,496 - $65,813	-658 Reduced 10.33%	5,714 $529,000
Q3 2024 Nov 12, 2024	BUY	$87.56 - $95.49 $557,932 - $608,462	6,372 New	6,372 $608,000
Q1 2024 Apr 25, 2024	SELL	$82.87 - $90.44 $38,120 - $41,602	-460 Reduced 6.76%	6,349 $574,000
Q4 2023 Feb 08, 2024	SELL	$71.48 - $84.61 $475,842 - $563,248	-6,657 Reduced 49.44%	6,809 $574,000
Q3 2023 Oct 17, 2023	BUY	$74.38 - $81.04 $520,957 - $567,604	7,004 Added 108.39%	13,466 $1 Million
Q2 2023 Aug 02, 2023	BUY	$72.65 - $78.26 $24,410 - $26,295	336 Added 5.48%	6,462 $505,000
Q1 2023 May 12, 2023	BUY	$70.21 - $77.86 $430,106 - $476,970	6,126 New	6,126 $451,000

Others Institutions Holding IUSV

# of Institutions

771

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

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Meridian Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History