Meridian Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 26,576 shares of IWP stock, worth $3.64 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

26,576

Previous 14,984 77.36%

Holding current value

$3.64 Million

Previous $1.76 Million 91.69%

% of portfolio

0.16%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$116.4 - $138.52 $1.35 Million - $1.61 Million	11,592 Added 77.36%	26,576 $3.37 Million
Q3 2024 Nov 12, 2024	BUY	$103.87 - $117.59 $1.56 Million - $1.76 Million	14,984 New	14,984 $1.76 Million
Q1 2024 Apr 25, 2024	BUY	$100.66 - $114.14 $58,886 - $66,771	585 Added 4.19%	14,551 $1.66 Million
Q4 2023 Feb 08, 2024	SELL	$85.66 - $105.12 $174,403 - $214,024	-2,036 Reduced 12.72%	13,966 $1.46 Million
Q3 2023 Oct 17, 2023	BUY	$89.97 - $100.32 $595,691 - $664,218	6,621 Added 70.58%	16,002 $1.46 Million
Q2 2023 Aug 02, 2023	SELL	$87.72 - $96.63 $21,403 - $23,577	-244 Reduced 2.54%	9,381 $906,000
Q1 2023 May 12, 2023	BUY	$82.89 - $94.68 $911 - $1,041	11 Added 0.11%	9,625 $876,000
Q4 2022 Feb 13, 2023	BUY	$77.4 - $89.88 $44,582 - $51,770	576 Added 6.37%	9,614 $803,000
Q3 2022 Nov 14, 2022	SELL	$78.02 - $94.38 $3,354 - $4,058	-43 Reduced 0.47%	9,038 $709,000
Q2 2022 Aug 05, 2022	BUY	$75.41 - $102.47 $146,974 - $199,714	1,949 Added 27.33%	9,081 $719,000
Q1 2022 May 12, 2022	BUY	$89.52 - $114.03 $268 - $342	3 Added 0.04%	7,132 $717,000
Q4 2021 Jan 27, 2022	SELL	$109.8 - $123.28 $5,050 - $5,670	-46 Reduced 0.64%	7,129 $821,000
Q3 2021 Oct 15, 2021	SELL	$109.39 - $119.47 $478,690 - $522,800	-4,376 Reduced 37.88%	7,175 $804,000
Q2 2021 Jul 22, 2021	SELL	$99.98 - $113.73 $22,895 - $26,044	-229 Reduced 1.94%	11,551 $1.31 Million
Q1 2021 May 07, 2021	SELL	$96.94 - $112.05 $16,285 - $18,824	-168 Reduced 1.41%	11,780 $1.2 Million
Q4 2020 Jan 19, 2021	BUY	$86.54 - $104.78 $595,308 - $720,781	6,879 Added 135.71%	11,948 $1.23 Million
Q3 2020 Oct 09, 2020	BUY	$79.56 - $90.13 $403,289 - $456,868	5,069 New	5,069 $875,000
Q3 2019 Nov 08, 2019	SELL	$70.16 - $72.24 $29,607 - $30,485	-422 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	N/A	1 Added 0.24%	422 $601,000
Q1 2019 May 15, 2019	BUY	N/A	421 New	421 $571,000

Others Institutions Holding IWP

# of Institutions

1,154

Shares Held

106M

Call Options Held

59.8K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

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 Mid Cap Growth Transaction History