Meridian Financial Partners LLC Ishares Russell Mid Cap ETF Transaction History

Meridian Financial Partners LLC

$189 Million
Q4 2024

A detailed history of Meridian Financial Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Meridian Financial Partners LLC holds 23,482 shares of IWR stock, worth $2.11 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

23,482

Previous 23,366 0.5%

Holding current value

$2.11 Million

Previous $2.06 Million 0.83%

% of portfolio

1.1%

Previous 1.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$87.25 - $95.52 $10,121 - $11,080	116 Added 0.5%	23,482 $2.08 Million
Q3 2024 Oct 17, 2024	BUY	$79.92 - $88.19 $31,248 - $34,482	391 Added 1.7%	23,366 $2.06 Million
Q2 2024 Jul 19, 2024	BUY	$78.66 - $83.59 $1.81 Million - $1.92 Million	22,975 New	22,975 $1.93 Million
Q2 2023 Jul 24, 2023	BUY	$67.49 - $73.03 $1.65 Million - $1.79 Million	24,462 New	24,462 $1.84 Million
Q2 2022 Jul 29, 2022	BUY	$62.75 - $78.76 $2.06 Million - $2.58 Million	32,769 New	32,769 $2.27 Million
Q1 2022 May 02, 2022	SELL	$72.29 - $82.89 $6 Million - $6.88 Million	-82,994 Closed	0 $0
Q4 2021 Jan 27, 2022	SELL	$78.41 - $85.28 $191,398 - $208,168	-2,441 Reduced 2.86%	82,994 $6.44 Million
Q3 2021 Oct 25, 2021	BUY	$76.44 - $82.59 $50,832 - $54,922	665 Added 0.78%	85,435 $6.84 Million
Q2 2021 Jul 21, 2021	SELL	$74.82 - $79.61 $244,661 - $260,324	-3,270 Reduced 3.71%	84,770 $6.63 Million
Q1 2021 Apr 21, 2021	SELL	$67.45 - $75.68 $1.42 Million - $1.59 Million	-21,057 Reduced 19.3%	88,040 $6.7 Million
Q4 2020 Jan 21, 2021	BUY	$57.75 - $68.61 $52,263 - $62,092	905 Added 0.84%	109,097 $7.83 Million
Q3 2020 Nov 02, 2020	BUY	$53.47 - $60.19 $8,501 - $9,570	159 Added 0.15%	108,192 $6.49 Million
Q2 2020 Jul 21, 2020	SELL	$40.64 - $57.63 $101,803 - $144,363	-2,505 Reduced 2.27%	108,033 $5.87 Million
Q1 2020 Apr 21, 2020	BUY	$36.81 - $61.96 $119,153 - $200,564	3,237 Added 3.02%	110,538 $5.31 Million
Q4 2019 Jan 13, 2020	BUY	$54.12 - $59.69 $298,796 - $329,548	5,521 Added 5.42%	107,301 $6.41 Million
Q3 2019 Oct 07, 2019	BUY	$53.6 - $57.42 $89,190 - $95,546	1,664 Added 1.66%	101,780 $5.53 Million
Q2 2019 Jul 19, 2019	BUY	$52.53 - $56.11 $12,397 - $13,241	236 Added 0.24%	100,116 $5.69 Million
Q1 2019 May 01, 2019	SELL	$45.53 - $54.18 $43,116 - $51,308	-947 Reduced 0.94%	99,880 $5.5 Million
Q4 2018 Jan 16, 2019	BUY	$43.7 - $54.95 $4.41 Million - $5.54 Million	100,827 New	100,827 $4.69 Million

Others Institutions Holding IWR

# of Institutions

1,531

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
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Meridian Financial Partners LLC Ishares Russell Mid Cap ETF Transaction History