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 83,130 shares of SHV stock, worth $9.16 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

83,130

Previous 40,406 105.74%

Holding current value

$9.16 Million

Previous $4.47 Million 104.77%

% of portfolio

0.44%

Previous 0.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$109.92 - $110.57 $4.7 Million - $4.72 Million	42,724 Added 105.74%	83,130 $9.15 Million
Q3 2024 Nov 12, 2024	BUY	$110.05 - $110.63 $4.45 Million - $4.47 Million	40,406 New	40,406 $4.47 Million
Q1 2024 Apr 25, 2024	BUY	$110.11 - $110.57 $1.57 Million - $1.57 Million	14,228 Added 31.02%	60,097 $6.64 Million
Q4 2023 Feb 08, 2024	SELL	$109.86 - $110.59 $4.45 Million - $4.48 Million	-40,527 Reduced 46.91%	45,869 $5.05 Million
Q3 2023 Oct 17, 2023	BUY	$109.99 - $110.5 $9.04 Million - $9.08 Million	82,195 Added 1956.56%	86,396 $9.54 Million
Q2 2023 Aug 02, 2023	BUY	$110.0 - $110.45 $462,110 - $464,000	4,201 New	4,201 $464,000
Q1 2021 May 07, 2021	SELL	$110.51 - $110.53 $780,421 - $780,562	-7,062 Closed	0 $0
Q4 2020 Jan 19, 2021	SELL	$110.51 - $110.7 $70,284 - $70,405	-636 Reduced 8.26%	7,062 $780,000
Q3 2020 Oct 09, 2020	BUY	$110.7 - $110.74 $852,168 - $852,476	7,698 New	7,698 $852,000
Q2 2019 Jul 19, 2019	SELL	$110.35 - $110.67 $58,485 - $58,655	-530 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$110.31 - $110.57 $58,464 - $58,602	530 New	530 $586,000

Others Institutions Holding SHV

# of Institutions

745

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Meridian Wealth Management, LLC Ishares Tr Transaction History