Merriman Wealth Management, LLC Ishares Tr Transaction History

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 74,882 shares of HYG stock, worth $6.01 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
74,882
Previous 75,288 0.54%
Holding current value
$6.01 Million
Previous $6.05 Million 2.58%
% of portfolio
0.26%
Previous 0.26%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$78.09 - $80.04 $31,704 - $32,496
-406 Reduced 0.54%
74,882 $5.89 Million
Q3 2024

Nov 12, 2024
SELL
$76.72 - $80.36 $412,139 - $431,693
-5,372 Reduced 6.66%
75,288 $6.05 Million
Q2 2024

Aug 13, 2024
SELL
$75.68 - $77.45 $70,685 - $72,338
-934 Reduced 1.14%
80,660 $6.22 Million
Q1 2024

May 14, 2024
SELL
$76.57 - $77.9 $34,379 - $34,977
-449 Reduced 0.55%
81,594 $6.34 Million
Q4 2023

Feb 13, 2024
BUY
$71.78 - $77.94 $5.89 Million - $6.39 Million
82,043 New
82,043 $6.35 Million
Q2 2023

Aug 14, 2023
SELL
$73.57 - $75.42 $213,205 - $218,567
-2,898 Reduced 2.95%
95,182 $7.15 Million
Q1 2023

May 04, 2023
BUY
$73.04 - $77.2 $22,204 - $23,468
304 Added 0.31%
98,080 $7.41 Million
Q4 2022

Feb 13, 2023
BUY
$71.24 - $76.11 $6.97 Million - $7.44 Million
97,776 New
97,776 $7.2 Million
Q1 2022

Apr 28, 2022
SELL
$79.97 - $86.97 $7.82 Million - $8.5 Million
-97,758 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$85.37 - $87.5 $131,128 - $134,400
1,536 Added 1.73%
90,088 $7.93 Million
Q4 2021

Feb 01, 2022
BUY
$85.37 - $87.5 $654,787 - $671,125
7,670 Added 8.51%
97,758 $8.51 Million
Q3 2021

Nov 09, 2021
SELL
$86.98 - $88.14 $133,601 - $135,383
-1,536 Reduced 1.7%
88,552 $7.75 Million
Q2 2021

Jul 28, 2021
SELL
$86.61 - $88.04 $31,872 - $32,398
-368 Reduced 0.41%
90,088 $7.93 Million
Q1 2021

May 10, 2021
SELL
$85.73 - $87.78 $30,519 - $31,249
-356 Reduced 0.39%
90,456 $7.89 Million
Q4 2020

Feb 10, 2021
SELL
$83.46 - $87.3 $70,106 - $73,332
-840 Reduced 0.92%
90,812 $7.93 Million
Q3 2020

Oct 26, 2020
SELL
$81.53 - $85.39 $29,269 - $30,655
-359 Reduced 0.39%
91,652 $7.69 Million
Q2 2020

Jul 31, 2020
BUY
$73.55 - $84.56 $6.77 Million - $7.78 Million
92,011 New
92,011 $7.51 Million
Q1 2020

Apr 22, 2020
SELL
$68.63 - $88.43 $6.36 Million - $8.2 Million
-92,689 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
$86.04 - $88.21 $101,871 - $104,440
-1,184 Reduced 1.26%
92,689 $8.15 Million
Q3 2019

Oct 18, 2019
SELL
$85.49 - $87.52 $76,086 - $77,892
-890 Reduced 0.94%
93,873 $8.18 Million
Q2 2019

Jul 31, 2019
SELL
$84.65 - $87.61 $87,612 - $90,676
-1,035 Reduced 1.08%
94,763 $82.3 Million
Q1 2019

Apr 23, 2019
BUY
$80.99 - $86.47 $7.76 Million - $8.28 Million
95,798 New
95,798 $8.28 Million

Others Institutions Holding HYG

# of Institutions
1,178
Shares Held
259M
Call Options Held
88.1M
Put Options Held
487M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email