Meridian Wealth Management, LLC Ishares 0 5 Year High Yield CO Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$43.01 - $45.26 $208,985 - $219,918	-4,859 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$44.73 - $45.64 $17,176 - $17,525	384 Added 8.58%	4,859 $220,000
Q3 2021 Oct 15, 2021	BUY	$45.45 - $46.0 $203,388 - $205,850	4,475 New	4,475 $205,000
Q4 2019 Jan 09, 2020	SELL	$45.84 - $46.53 $230,804 - $234,278	-5,035 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$45.9 - $46.68 $34,425 - $35,010	-750 Reduced 12.96%	5,035 $234,000
Q2 2019 Jul 19, 2019	SELL	$45.76 - $46.86 $44,021 - $45,079	-962 Reduced 14.26%	5,785 $2.7 Million
Q1 2019 May 15, 2019	BUY	$44.49 - $46.71 $13,435 - $14,106	302 Added 4.69%	6,747 $3.15 Million
Q4 2018 Feb 05, 2019	SELL	$43.9 - $46.94 $10,975 - $11,735	-250 Reduced 3.73%	6,445 $287,000
Q3 2018 Oct 19, 2018	BUY	$46.38 - $47.08 $3,942 - $4,001	85 Added 1.29%	6,695 $315,000
Q2 2018 Aug 06, 2018	BUY	$46.5 - $47.05 $4,650 - $4,705	100 Added 1.54%	6,610 $308,000
Q1 2018 May 08, 2018	SELL	$46.35 - $47.44 $23,175 - $23,720	-500 Reduced 7.13%	6,510 $305,000
Q3 2017 Oct 31, 2017	BUY	$47.76 - $47.83 $334,797 - $335,288	7,010	7,010 $335,000

Others Institutions Holding SHYG

# of Institutions

557

Shares Held

126M

Call Options Held

0

Put Options Held

0

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