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

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 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 5,425 shares of SDG stock, worth $407,254. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,425
Previous 5,003 8.43%
Holding current value
$407,254
Previous $405,000 5.43%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.76 - $81.82 $210,511 - $233,514
-2,854 Reduced 47.37%
3,171 $250,000
Q3 2022

Oct 26, 2022
BUY
$71.94 - $83.78 $12,157 - $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
122
Shares Held
1.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

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