A detailed history of Meridian Financial Partners LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Meridian Financial Partners LLC holds 6,612 shares of IWV stock, worth $2.27 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
6,612
Previous 6,635 0.35%
Holding current value
$2.27 Million
Previous $2.09 Million 3.45%
% of portfolio
1.09%
Previous 1.24%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$294.75 - $326.73 $6,779 - $7,514
-23 Reduced 0.35%
6,612 $2.16 Million
Q2 2024

Jul 19, 2024

BUY
$283.16 - $309.9 $1.88 Million - $2.06 Million
6,635 New
6,635 $2.09 Million
Q2 2023

Jul 24, 2023

BUY
$231.57 - $254.48 $1.73 Million - $1.9 Million
7,473 New
7,473 $1.95 Million
Q2 2022

Jul 29, 2022

BUY
$210.65 - $265.31 $5.49 Million - $6.92 Million
26,069 New
26,069 $6.04 Million
Q1 2022

May 02, 2022

SELL
$242.02 - $279.09 $8.81 Million - $10.2 Million
-36,401 Closed
0 $0
Q4 2021

Jan 27, 2022

SELL
$254.66 - $279.11 $61,627 - $67,544
-242 Reduced 0.66%
36,401 $9.55 Million
Q3 2021

Oct 25, 2021

SELL
$251.89 - $269.0 $302,268 - $322,800
-1,200 Reduced 3.17%
36,643 $9.49 Million
Q2 2021

Jul 21, 2021

BUY
$240.32 - $256.01 $363,123 - $386,831
1,511 Added 4.16%
37,843 $9.7 Million
Q1 2021

Apr 21, 2021

BUY
$220.59 - $239.53 $157,280 - $170,784
713 Added 2.0%
36,332 $8.94 Million
Q4 2020

Jan 21, 2021

BUY
$191.94 - $223.55 $91,747 - $106,856
478 Added 1.36%
35,619 $8.24 Million
Q3 2020

Nov 02, 2020

SELL
$180.98 - $208.68 $38,367 - $44,240
-212 Reduced 0.6%
35,141 $7.02 Million
Q2 2020

Jul 21, 2020

BUY
$141.33 - $188.81 $109,954 - $146,894
778 Added 2.25%
35,353 $6.56 Million
Q1 2020

Apr 21, 2020

BUY
$128.35 - $198.13 $176,866 - $273,023
1,378 Added 4.15%
34,575 $5.7 Million
Q4 2019

Jan 13, 2020

BUY
$168.6 - $189.08 $187,314 - $210,067
1,111 Added 3.46%
33,197 $6.3 Million
Q3 2019

Oct 07, 2019

BUY
$172.91 - $176.69 $248,471 - $253,903
1,437 Added 4.69%
32,086 $5.41 Million
Q2 2019

Jul 19, 2019

BUY
N/A
288 Added 0.95%
30,649 $5.38 Million
Q1 2019

May 01, 2019

SELL
N/A
-150 Reduced 0.49%
30,361 $5.18 Million
Q4 2018

Jan 16, 2019

BUY
N/A
30,511 New
30,511 $4.48 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Meridian Financial Partners LLC Portfolio

Follow Meridian Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Financial Partners LLC with notifications on news.