Merriman Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 8,768 shares of XVV stock, worth $370,448. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,768

Previous 8,991 2.48%

Holding current value

$370,448

Previous $397,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$43.67 - $47.04 $9,738 - $10,489	-223 Reduced 2.48%	8,768 $397,000
Q2 2024 Aug 13, 2024	SELL	$37.92 - $42.28 $45,617 - $50,862	-1,203 Reduced 11.8%	8,991 $378,000
Q1 2024 May 14, 2024	BUY	$35.72 - $40.29 $23,932 - $26,994	670 Added 7.03%	10,194 $410,000
Q2 2022 Jul 29, 2022	BUY	$27.39 - $34.76 $38,154 - $48,420	1,393 Added 17.13%	9,524 $270,000
Q4 2021 Feb 01, 2022	SELL	$32.93 - $37.02 $9,549 - $10,735	-290 Reduced 3.44%	8,131 $299,000
Q4 2021 Feb 01, 2022	BUY	$32.93 - $37.02 $9,549 - $10,735	290 Added 3.57%	8,421 $277,000
Q3 2021 Nov 09, 2021	SELL	$32.68 - $34.95 $9,477 - $10,135	-290 Reduced 3.44%	8,131 $269,000
Q2 2021 Jul 28, 2021	BUY	$30.65 - $32.94 $258,103 - $277,387	8,421 New	8,421 $277,000

Others Institutions Holding XVV

# of Institutions

114

Shares Held

3.07M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
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Merriman Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History