Meridian Wealth Management, LLC Ishares Tr Transaction History

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 5,256 shares of IYJ stock, worth $714,027. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,256

Previous 5,329 1.37%

Holding current value

$714,027

Previous $712,000 1.54%

% of portfolio

0.03%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$132.97 - $143.93 $9,706 - $10,506	-73 Reduced 1.37%	5,256 $701,000
Q3 2024 Nov 12, 2024	BUY	$118.32 - $133.67 $630,527 - $712,327	5,329 New	5,329 $712,000
Q1 2024 Apr 25, 2024	SELL	$111.23 - $125.71 $13,792 - $15,588	-124 Reduced 2.32%	5,214 $655,000
Q4 2023 Feb 08, 2024	SELL	$95.31 - $114.66 $502,664 - $604,716	-5,274 Reduced 49.7%	5,338 $610,000
Q3 2023 Oct 17, 2023	BUY	$100.31 - $109.74 $526,527 - $576,025	5,249 Added 97.87%	10,612 $1.07 Million
Q2 2023 Aug 02, 2023	SELL	$96.6 - $106.04 $28,690 - $31,493	-297 Reduced 5.25%	5,363 $568,000
Q1 2023 May 12, 2023	BUY	$95.26 - $104.26 $116,979 - $128,031	1,228 Added 27.71%	5,660 $566,000
Q4 2022 Feb 13, 2023	BUY	$84.86 - $101.21 $44,212 - $52,730	521 Added 13.32%	4,432 $427,000
Q3 2022 Nov 14, 2022	SELL	$83.78 - $102.55 $3,937 - $4,819	-47 Reduced 1.19%	3,911 $328,000
Q2 2022 Aug 05, 2022	BUY	$86.15 - $105.81 $74,864 - $91,948	869 Added 28.13%	3,958 $349,000
Q1 2022 May 12, 2022	SELL	$97.52 - $114.07 $15,993 - $18,707	-164 Reduced 5.04%	3,089 $326,000
Q4 2021 Jan 27, 2022	SELL	$104.49 - $114.29 $57,051 - $62,402	-546 Reduced 14.37%	3,253 $367,000
Q3 2021 Oct 15, 2021	BUY	$107.16 - $114.98 $1,714 - $1,839	16 Added 0.42%	3,799 $407,000
Q2 2021 Jul 22, 2021	BUY	$106.5 - $112.79 $113,955 - $120,685	1,070 Added 39.44%	3,783 $420,000
Q1 2021 May 07, 2021	BUY	$93.24 - $105.87 $252,960 - $287,225	2,713 New	2,713 $287,000
Q3 2019 Nov 08, 2019	SELL	$75.18 - $80.81 $13,457 - $14,464	-179 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$62.56 - $76.42 $11,198 - $13,679	179 New	179 $272,000
Q2 2018 Aug 06, 2018	SELL	$70.11 - $75.86 $153,821 - $166,436	-2,194 Closed	0 $0
Q1 2018 May 08, 2018	BUY	$70.82 - $79.05 $155,379 - $173,435	2,194 New	2,194 $318,000

Others Institutions Holding IYJ

# of Institutions

338

Shares Held

6.59M

Call Options Held

35.9K

Put Options Held

11.8K

View Full List

About ISHARES TR

Ticker IYJ
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Meridian Wealth Management, LLC Ishares Tr Transaction History