Meridian Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History

Meridian Wealth Management, LLC

$2.03 Billion
Q1 2025

A detailed history of Meridian Wealth Management, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 3,127 shares of IYK stock, worth $221,516. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,127

Previous 3,145 0.57%

Holding current value

$221,516

Previous $206,000 8.25%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$63.29 - $71.8 $1,139 - $1,292	-18 Reduced 0.57%	3,127 $223,000
Q4 2024 Feb 06, 2025	SELL	$65.32 - $70.92 $52,909 - $57,445	-810 Reduced 20.48%	3,145 $206,000
Q3 2024 Nov 12, 2024	BUY	$65.27 - $72.12 $258,142 - $285,234	3,955 New	3,955 $279,000
Q1 2024 Apr 25, 2024	BUY	$65.5 - $197.39 $180,190 - $543,019	2,751 Added 179.22%	4,286 $289,000
Q4 2023 Feb 08, 2024	SELL	$178.71 - $194.11 $281,468 - $305,723	-1,575 Reduced 50.64%	1,535 $294,000
Q3 2023 Oct 17, 2023	BUY	$186.51 - $205.29 $263,911 - $290,485	1,415 Added 83.48%	3,110 $580,000
Q2 2023 Aug 02, 2023	SELL	$194.31 - $207.61 $6,606 - $7,058	-34 Reduced 1.97%	1,695 $339,000
Q1 2023 May 12, 2023	SELL	$190.43 - $204.74 $19,804 - $21,292	-104 Reduced 5.67%	1,729 $344,000
Q4 2022 Feb 13, 2023	BUY	$59.77 - $210.04 $109,558 - $385,003	1,833 New	1,833 $371,000

Others Institutions Holding IYK

# of Institutions

272

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

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Meridian Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History