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 10,046 shares of LRGF stock, worth $685,438. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,046

Previous 10,740 6.46%

Holding current value

$685,438

Previous $631,000 3.96%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$58.25 - $63.26 $40,425 - $43,902	-694 Reduced 6.46%	10,046 $606,000
Q2 2024 Aug 13, 2024	SELL	$50.75 - $56.08 $3,146 - $3,476	-62 Reduced 0.57%	10,740 $598,000
Q1 2024 May 14, 2024	SELL	$47.39 - $53.82 $853 - $968	-18 Reduced 0.17%	10,802 $581,000
Q3 2023 Nov 13, 2023	SELL	$43.03 - $46.09 $9,595 - $10,278	-223 Reduced 2.02%	10,820 $468,000
Q2 2023 Aug 14, 2023	SELL	$40.55 - $44.56 $30,169 - $33,152	-744 Reduced 6.31%	11,043 $492,000
Q4 2022 Feb 13, 2023	SELL	$36.32 - $41.5 $45,654 - $52,165	-1,257 Reduced 9.64%	11,787 $459,000
Q3 2022 Oct 26, 2022	SELL	$36.22 - $43.47 $396,898 - $476,344	-10,958 Reduced 45.65%	13,044 $472,000
Q2 2022 Jul 29, 2022	BUY	$36.62 - $44.84 $347,230 - $425,172	9,482 Added 65.3%	24,002 $0
Q1 2022 Apr 28, 2022	BUY	$41.63 - $46.8 $604,467 - $679,536	14,520 New	14,520 $646,000

Others Institutions Holding LRGF

# of Institutions

228

Shares Held

37.2M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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Merriman Wealth Management, LLC Ishares Tr Transaction History