Merriman Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 5,713 shares of SDG stock, worth $463,038. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,713

Previous 5,604 1.95%

Holding current value

$463,038

Previous $475,000 14.11%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$71.56 - $85.77 $7,800 - $9,348	109 Added 1.95%	5,713 $408,000
Q3 2024 Nov 12, 2024	BUY	$74.95 - $85.33 $16,039 - $18,260	214 Added 3.97%	5,604 $475,000
Q2 2024 Aug 13, 2024	SELL	$74.48 - $81.76 $2,606 - $2,861	-35 Reduced 0.65%	5,390 $404,000
Q1 2024 May 14, 2024	BUY	$75.05 - $80.02 $31,671 - $33,768	422 Added 8.43%	5,425 $427,000
Q4 2023 Feb 13, 2024	BUY	$70.72 - $81.11 $2,970 - $3,406	42 Added 0.85%	5,003 $405,000
Q2 2023 Aug 14, 2023	SELL	$76.79 - $81.48 $78,402 - $83,191	-1,021 Reduced 17.07%	4,961 $392,000
Q1 2023 May 04, 2023	BUY	$75.46 - $83.68 $212,118 - $235,224	2,811 Added 88.65%	5,982 $473,000
Q4 2022 Feb 13, 2023	SELL	$69.82 - $81.82 $199,266 - $233,514	-2,854 Reduced 47.37%	3,171 $250,000
Q3 2022 Oct 26, 2022	BUY	$70.77 - $83.78 $11,960 - $14,158	169 Added 2.89%	6,025 $427,000
Q2 2022 Jul 29, 2022	BUY	$77.15 - $86.93 $98,366 - $110,835	1,275 Added 27.83%	5,856 $467,000
Q1 2022 Apr 28, 2022	BUY	$82.15 - $90.96 $166,682 - $184,557	2,029 Added 79.51%	4,581 $391,000
Q4 2021 Feb 01, 2022	SELL	$87.78 - $97.25 $6,759 - $7,488	-77 Reduced 2.93%	2,552 $232,000
Q4 2021 Feb 01, 2022	BUY	$87.78 - $97.25 $6,759 - $7,488	77 Added 3.02%	2,629 $261,000
Q3 2021 Nov 09, 2021	SELL	$95.5 - $100.65 $7,353 - $7,750	-77 Reduced 2.93%	2,552 $245,000
Q2 2021 Jul 28, 2021	BUY	$94.42 - $99.78 $248,230 - $262,321	2,629 New	2,629 $261,000

Others Institutions Holding SDG

# of Institutions

112

Shares Held

940K

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES MSCI GLO

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Merriman Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History