Meridian Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 1,322 shares of IWV stock, worth $452,494. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,322

Holding current value

$452,494

% of portfolio

0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$294.75 - $326.73 $389,659 - $431,937	1,322 New	1,322 $431,000
Q4 2023 Feb 08, 2024	SELL	$234.36 - $274.87 $309,589 - $363,103	-1,321 Reduced 50.0%	1,321 $361,000
Q3 2023 Oct 17, 2023	BUY	$243.9 - $263.56 $334,386 - $361,340	1,371 Added 107.87%	2,642 $647,000
Q4 2022 Feb 13, 2023	SELL	$206.89 - $235.47 $827 - $941	-4 Reduced 0.31%	1,271 $280,000
Q2 2022 Aug 05, 2022	BUY	$210.65 - $265.31 $2,738 - $3,449	13 Added 1.03%	1,275 $277,000
Q2 2020 Jul 15, 2020	BUY	$141.33 - $188.81 $178,358 - $238,278	1,262 New	1,262 $227,000
Q1 2020 Apr 16, 2020	SELL	$128.35 - $198.13 $161,977 - $250,040	-1,262 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	1,262 New	1,262 $2.1 Million
Q3 2018 Oct 19, 2018	SELL	N/A	-1,274 Closed	0 $0
Q2 2018 Aug 06, 2018	BUY	N/A	1,274 New	1,274 $207,000
Q1 2018 May 08, 2018	SELL	N/A	-1,274 Closed	0 $0
Q4 2017 Jan 30, 2018	BUY	N/A	1,274	1,274 $202,000

Others Institutions Holding IWV

# of Institutions

851

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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 3000 ETF Transaction History