Meridian Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 8,008 shares of IVW stock, worth $822,902. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,008

Holding current value

$822,902

% of portfolio

0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $678,838 - $777,817	8,008 New	8,008 $766,000
Q1 2024 Apr 25, 2024	SELL	$72.87 - $85.14 $15,084 - $17,623	-207 Reduced 2.32%	8,703 $734,000
Q4 2023 Feb 08, 2024	SELL	$65.78 - $75.4 $364,684 - $418,017	-5,544 Reduced 38.36%	8,910 $669,000
Q3 2023 Oct 17, 2023	BUY	$68.05 - $72.66 $255,119 - $272,402	3,749 Added 35.02%	14,454 $988,000
Q2 2023 Aug 02, 2023	SELL	$63.21 - $70.48 $2.59 Million - $2.89 Million	-40,959 Reduced 79.28%	10,705 $754,000
Q1 2023 May 12, 2023	SELL	$57.25 - $63.89 $26,392 - $29,453	-461 Reduced 0.88%	51,664 $3.3 Million
Q4 2022 Feb 13, 2023	SELL	$56.73 - $63.56 $148,462 - $166,336	-2,617 Reduced 4.78%	52,125 $3.05 Million
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $227,176 - $280,505	-3,927 Reduced 6.69%	54,742 $3.17 Million
Q2 2022 Aug 05, 2022	BUY	$58.13 - $77.8 $105,331 - $140,973	1,812 Added 3.19%	58,669 $3.54 Million
Q1 2022 May 12, 2022	SELL	$68.33 - $84.32 $99,420 - $122,685	-1,455 Reduced 2.5%	56,857 $4.34 Million
Q4 2021 Jan 27, 2022	BUY	$73.18 - $84.81 $7,391 - $8,565	101 Added 0.17%	58,312 $4.88 Million
Q3 2021 Oct 15, 2021	SELL	$72.99 - $79.0 $326,703 - $353,604	-4,476 Reduced 7.14%	58,211 $4.3 Million
Q2 2021 Jul 22, 2021	SELL	$65.96 - $72.81 $25,460 - $28,104	-386 Reduced 0.61%	62,687 $4.56 Million
Q1 2021 May 07, 2021	SELL	$61.43 - $67.25 $92,575 - $101,345	-1,507 Reduced 2.33%	63,073 $4.11 Million
Q4 2020 Jan 19, 2021	BUY	$56.17 - $63.82 $3.39 Million - $3.86 Million	60,426 Added 1454.65%	64,580 $4.12 Million
Q3 2020 Oct 09, 2020	BUY	$52.42 - $62.43 $217,752 - $259,334	4,154 New	4,154 $960,000
Q3 2019 Nov 08, 2019	SELL	$43.49 - $46.27 $8,219 - $8,745	-189 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	$41.95 - $45.26 $7,928 - $8,554	189 New	189 $338,000

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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Meridian Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History