A detailed history of Meridian Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 3,475 shares of IYF stock, worth $383,813. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,475
Holding current value
$383,813
% of portfolio
0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$93.83 - $105.05 $326,059 - $365,048
3,475 New
3,475 $361,000
Q1 2024

Apr 25, 2024

SELL
$83.91 - $95.65 $19,299 - $21,999
-230 Reduced 6.08%
3,555 $340,000
Q4 2023

Feb 08, 2024

SELL
$70.7 - $85.68 $266,468 - $322,927
-3,769 Reduced 49.89%
3,785 $323,000
Q3 2023

Oct 17, 2023

BUY
$73.99 - $79.98 $279,830 - $302,484
3,782 Added 100.27%
7,554 $564,000
Q2 2023

Aug 02, 2023

BUY
$68.91 - $74.74 $758 - $822
11 Added 0.29%
3,772 $281,000
Q1 2023

May 12, 2023

SELL
$68.23 - $82.05 $477 - $574
-7 Reduced 0.19%
3,761 $267,000
Q4 2022

Feb 13, 2023

BUY
$67.64 - $80.38 $1,691 - $2,009
25 Added 0.67%
3,768 $284,000
Q3 2022

Nov 14, 2022

SELL
$67.55 - $79.83 $3,850 - $4,550
-57 Reduced 1.5%
3,743 $253,000
Q2 2022

Aug 05, 2022

BUY
$67.96 - $84.37 $57,222 - $71,039
842 Added 28.47%
3,800 $266,000
Q1 2022

May 12, 2022

SELL
$78.62 - $91.32 $15,252 - $17,716
-194 Reduced 6.15%
2,958 $250,000
Q4 2021

Jan 27, 2022

SELL
$83.02 - $90.24 $19,509 - $21,206
-235 Reduced 6.94%
3,152 $273,000
Q3 2021

Oct 15, 2021

SELL
$79.17 - $85.45 $3,958 - $4,272
-50 Reduced 1.45%
3,387 $280,000
Q2 2021

Jul 22, 2021

BUY
$75.91 - $83.61 $32,944 - $36,286
434 Added 14.45%
3,437 $279,000
Q1 2021

May 07, 2021

BUY
$65.2 - $76.35 $195,795 - $229,279
3,003 New
3,003 $225,000
Q1 2020

Apr 16, 2020

SELL
$41.18 - $71.71 $61,234 - $106,632
-1,487 Closed
0 $0
Q4 2019

Jan 09, 2020

BUY
$62.23 - $68.93 $92,536 - $102,498
1,487 New
1,487 $204,000
Q3 2019

Nov 08, 2019

SELL
$64.16 - $65.19 $107,852 - $109,584
-1,681 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
N/A
851 Added 102.53%
1,681 $2.11 Million
Q1 2019

May 15, 2019

BUY
N/A
830 New
830 $980,000
Q3 2018

Oct 19, 2018

SELL
N/A
-1,714 Closed
0 $0
Q2 2018

Aug 06, 2018

SELL
N/A
-50 Reduced 2.83%
1,714 $201,000
Q1 2018

May 08, 2018

BUY
N/A
1 Added 0.06%
1,764 $208,000
Q4 2017

Jan 30, 2018

BUY
N/A
1,763
1,763 $204,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.