Meridian Financial Partners LLC Ishares Tr Russell 200 Growth Transaction History

Meridian Financial Partners LLC

$189 Million
Q4 2024

A detailed history of Meridian Financial Partners LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Meridian Financial Partners LLC holds 34,259 shares of IWY stock, worth $8.1 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares

34,259

Previous 26,607 28.76%

Holding current value

$8.1 Million

Previous $5.86 Million 37.66%

% of portfolio

4.26%

Previous 2.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$216.72 - $244.71 $1.66 Million - $1.87 Million	7,652 Added 28.76%	34,259 $8.06 Million
Q3 2024 Oct 17, 2024	BUY	$194.66 - $225.97 $176,361 - $204,728	906 Added 3.53%	26,607 $5.86 Million
Q2 2024 Jul 19, 2024	BUY	$183.56 - $216.15 $4.72 Million - $5.56 Million	25,701 New	25,701 $5.5 Million
Q2 2023 Jul 24, 2023	BUY	$136.24 - $158.56 $3.13 Million - $3.64 Million	22,966 New	22,966 $3.7 Million
Q2 2022 Jul 29, 2022	BUY	$120.18 - $161.96 $2.03 Million - $2.73 Million	16,862 New	16,862 $2.28 Million
Q1 2022 May 02, 2022	SELL	$141.01 - $175.1 $537,107 - $666,955	-3,809 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$150.99 - $175.61 $575,120 - $668,898	3,809 New	3,809 $607,000

Others Institutions Holding IWY

# of Institutions

606

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Meridian Financial Partners LLC Ishares Tr Russell 200 Growth Transaction History