Meridian Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 63,918 shares of IWM stock, worth $15.2 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

63,918

Holding current value

$15.2 Million

% of portfolio

0.7%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $12.8 Million - $14.4 Million	63,918 New	63,918 $14.1 Million
Q1 2024 Apr 25, 2024	SELL	$189.48 - $210.3 $584,924 - $649,196	-3,087 Reduced 4.86%	60,380 $12.7 Million
Q4 2023 Feb 08, 2024	SELL	$162.21 - $204.82 $10.2 Million - $12.8 Million	-62,627 Reduced 49.67%	63,467 $12.7 Million
Q3 2023 Oct 17, 2023	BUY	$174.36 - $198.71 $12.4 Million - $14.2 Million	71,333 Added 130.26%	126,094 $22.3 Million
Q2 2023 Aug 02, 2023	BUY	$170.4 - $187.93 $406,574 - $448,400	2,386 Added 4.56%	54,761 $10.3 Million
Q1 2023 May 12, 2023	SELL	$170.25 - $198.32 $104,703 - $121,966	-615 Reduced 1.16%	52,375 $9.34 Million
Q4 2022 Feb 13, 2023	BUY	$166.81 - $188.05 $9,174 - $10,342	55 Added 0.1%	52,990 $9.24 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $128,545 - $157,437	783 Added 1.5%	52,935 $8.73 Million
Q2 2022 Aug 05, 2022	BUY	$163.9 - $207.91 $33,435 - $42,413	204 Added 0.39%	52,152 $8.83 Million
Q1 2022 May 12, 2022	SELL	$191.52 - $225.32 $677,406 - $796,956	-3,537 Reduced 6.37%	51,948 $10.7 Million
Q4 2021 Jan 27, 2022	BUY	$212.12 - $242.56 $1.3 Million - $1.48 Million	6,116 Added 12.39%	55,485 $12.3 Million
Q3 2021 Oct 15, 2021	BUY	$211.73 - $231.39 $1.54 Million - $1.68 Million	7,251 Added 17.22%	49,369 $10.8 Million
Q2 2021 Jul 22, 2021	BUY	$211.85 - $232.89 $600,806 - $660,476	2,836 Added 7.22%	42,118 $9.66 Million
Q1 2021 May 07, 2021	BUY	$193.5 - $234.42 $787,545 - $954,089	4,070 Added 11.56%	39,282 $8.68 Million
Q4 2020 Jan 19, 2021	BUY	$152.18 - $199.14 $900,144 - $1.18 Million	5,915 Added 20.19%	35,212 $6.9 Million
Q3 2020 Oct 09, 2020	SELL	$139.07 - $158.46 $210,969 - $240,383	-1,517 Reduced 4.92%	29,297 $4.39 Million
Q2 2020 Jul 15, 2020	BUY	$104.62 - $153.09 $2.53 Million - $3.7 Million	24,142 Added 361.84%	30,814 $4.41 Million
Q1 2020 Apr 16, 2020	BUY	$99.9 - $169.53 $367,632 - $623,870	3,680 Added 122.99%	6,672 $759,000
Q4 2019 Jan 09, 2020	BUY	$146.46 - $166.68 $12,009 - $13,667	82 Added 2.82%	2,992 $495,000
Q3 2019 Nov 08, 2019	SELL	$144.85 - $157.9 $80,826 - $88,108	-558 Reduced 16.09%	2,910 $440,000
Q2 2019 Jul 19, 2019	BUY	$145.86 - $160.71 $1,750 - $1,928	12 Added 0.35%	3,468 $5.39 Million
Q1 2019 May 15, 2019	BUY	$132.25 - $158.24 $59,512 - $71,208	450 Added 14.97%	3,456 $5.29 Million
Q4 2018 Feb 05, 2019	SELL	$125.88 - $166.33 $148,034 - $195,604	-1,176 Reduced 28.12%	3,006 $403,000
Q3 2018 Oct 19, 2018	BUY	$164.2 - $173.02 $172,738 - $182,017	1,052 Added 33.61%	4,182 $705,000
Q2 2018 Aug 06, 2018	SELL	$148.13 - $169.97 $43,402 - $49,801	-293 Reduced 8.56%	3,130 $513,000
Q1 2018 May 08, 2018	BUY	$145.44 - $159.96 $45,086 - $49,587	310 Added 9.96%	3,423 $520,000
Q4 2017 Jan 30, 2018	BUY	$145.63 - $154.3 $144,319 - $152,911	991 Added 46.7%	3,113 $478,000
Q3 2017 Oct 31, 2017	BUY	$144.61 - $148.18 $306,862 - $314,437	2,122	2,122 $317,000

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

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.

Account

Meridian Wealth Management, LLC Ishares Russell 2000 ETF Transaction History