Meridian Wealth Management, LLC Ishares Tr Transaction History

Meridian Wealth Management, LLC

  • $597 Million
  • Q1 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 5,214 shares of IYJ stock, worth $621,821. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,214
Previous 5,338 2.32%
Holding current value
$621,821
Previous $610,000 7.38%
% of portfolio
0.11%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$90.36 - $101.21 $47,077 - $52,730
521 Added 13.32%
4,432 $427,000
Q3 2022

Nov 14, 2022
SELL
$85.87 - $102.55 $4,035 - $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
318
Shares Held
6.18M
Call Options Held
3.6K
Put Options Held
9.8K
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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