Meridian Wealth Partners, LLC Ishares Russell 3000 ETF Transaction History

Meridian Wealth Partners, LLC

  • $640 Million
  • Q3 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 681 shares of IWV stock, worth $233,092. This represents 0.03% of its overall portfolio holdings.

Number of Shares
681
Previous 681 -0.0%
Holding current value
$233,092
Previous $210,000 5.71%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$268.36 - $300.08 $182,753 - $204,354
681 New
681 $204,000
Q3 2021

Nov 12, 2021
BUY
$251.89 - $269.0 $148,866 - $158,979
591 New
591 $151,000
Q2 2021

Aug 12, 2021
SELL
$240.32 - $256.01 $142,029 - $151,301
-591 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
$191.94 - $223.55 $33,397 - $38,897
-174 Reduced 22.75%
591 $132,000
Q1 2020

May 15, 2020
BUY
$128.35 - $198.13 $46,591 - $71,921
363 Added 90.3%
765 $114,000
Q4 2019

Feb 14, 2020
BUY
$168.6 - $189.08 $67,777 - $76,010
402 New
402 $76,000

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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