Merit Financial Group, LLC Ishares Tr Russell 1000 ETF Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Merit Financial Group, LLC holds 28,344 shares of IWB stock, worth $8.78 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

28,344

Previous 9,101 211.44%

Holding current value

$8.78 Million

Previous $2.86 Million 219.15%

% of portfolio

0.17%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$311.11 - $335.64 $5.99 Million - $6.46 Million	19,243 Added 211.44%	28,344 $9.13 Million
Q3 2024 Oct 17, 2024	SELL	$283.28 - $314.39 $358,349 - $397,703	-1,265 Reduced 12.2%	9,101 $2.86 Million
Q2 2024 Aug 13, 2024	BUY	$272.21 - $298.72 $9,799 - $10,753	36 Added 0.35%	10,366 $3.08 Million
Q1 2024 May 06, 2024	BUY	$257.46 - $288.1 $179,449 - $200,805	697 Added 7.24%	10,330 $2.98 Million
Q4 2023 Feb 06, 2024	BUY	$225.16 - $263.17 $111,904 - $130,795	497 Added 5.44%	9,633 $2.53 Million
Q3 2023 Nov 07, 2023	BUY	$234.05 - $252.17 $191,686 - $206,527	819 Added 9.85%	9,136 $2.15 Million
Q2 2023 Aug 01, 2023	SELL	$221.85 - $243.74 $108,484 - $119,188	-489 Reduced 5.55%	8,317 $2.03 Million
Q1 2023 Apr 24, 2023	BUY	$208.78 - $230.55 $20,878 - $23,055	100 Added 1.15%	8,806 $1.98 Million
Q4 2022 Jan 13, 2023	BUY	$196.94 - $224.49 $115,406 - $131,551	586 Added 7.22%	8,706 $0
Q3 2022 Oct 31, 2022	BUY	$197.33 - $237.63 $135,368 - $163,014	686 Added 9.23%	8,120 $1.6 Million
Q2 2022 Aug 08, 2022	SELL	$201.03 - $253.2 $9,046 - $11,394	-45 Reduced 0.6%	7,434 $1.55 Million
Q1 2022 May 13, 2022	BUY	$230.48 - $266.11 $82,742 - $95,533	359 Added 5.04%	7,479 $1.87 Million
Q4 2021 Feb 14, 2022	BUY	$241.33 - $266.02 $29,442 - $32,454	122 Added 1.74%	7,120 $1.88 Million
Q3 2021 Oct 27, 2021	SELL	$239.32 - $255.42 $1,914 - $2,043	-8 Reduced 0.11%	6,998 $1.69 Million
Q2 2021 Aug 16, 2021	SELL	$226.48 - $242.11 $98,065 - $104,833	-433 Reduced 5.82%	7,006 $1.7 Million
Q1 2021 May 18, 2021	BUY	$208.89 - $225.24 $426,135 - $459,489	2,040 Added 37.78%	7,439 $1.67 Million
Q4 2020 Feb 12, 2021	BUY	$182.85 - $211.84 $327,301 - $379,193	1,790 Added 49.6%	5,399 $1.14 Million
Q3 2020 Nov 10, 2020	BUY	$172.79 - $199.44 $623,599 - $719,778	3,609 New	3,609 $675,000

Others Institutions Holding IWB

# of Institutions

1,473

Shares Held

98.2M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Account

Merit Financial Group, LLC Ishares Tr Russell 1000 ETF Transaction History