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

Meridian Wealth Management, LLC

  • $597 Million
  • Q1 2024

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 4,286 shares of IYK stock, worth $280,561. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,286
Previous 1,535 179.22%
Holding current value
$280,561
Previous $294,000 1.7%
% of portfolio
0.05%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$192.66 - $210.04 $353,145 - $385,003
1,833 New
1,833 $371,000

Others Institutions Holding IYK

# of Institutions
241
Shares Held
10.1M
Call Options Held
10.4K
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

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