Meridian Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 2,898 shares of IWD stock, worth $548,272. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,898
Previous 2,772 4.55%
Holding current value
$548,272
Previous $483,000 13.87%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 24, 2024
BUY
$173.36 - $189.8 $21,843 - $23,914
126 Added 4.55%
2,898 $550,000
Q2 2024

Aug 02, 2024
BUY
$169.4 - $179.05 $111,465 - $117,814
658 Added 31.13%
2,772 $483,000
Q2 2023

Aug 02, 2023
BUY
$148.55 - $157.83 $2,228 - $2,367
15 Added 0.71%
2,114 $333,000
Q2 2022

Jul 26, 2022
SELL
$140.99 - $168.41 $34,401 - $41,092
-244 Reduced 10.41%
2,099 $304,000
Q1 2022

May 12, 2022
BUY
$157.15 - $170.51 $11,000 - $11,935
70 Added 3.08%
2,343 $389,000
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $22,729 - $24,118
-147 Reduced 6.07%
2,273 $356,000
Q2 2021

Aug 10, 2021
BUY
$152.86 - $162.4 $35,004 - $37,189
229 Added 10.45%
2,420 $384,000
Q1 2021

May 07, 2021
SELL
$134.89 - $153.0 $2,697 - $3,060
-20 Reduced 0.9%
2,191 $332,000
Q4 2020

May 07, 2021
BUY
$115.84 - $136.73 $256,122 - $302,310
2,211 New
2,211 $302,000
Q4 2020

Feb 16, 2021
SELL
$115.84 - $136.73 $256,122 - $302,310
-2,211 Closed
0 $0
Q3 2020

Nov 16, 2020
SELL
$111.27 - $124.26 $36,274 - $40,508
-326 Reduced 12.85%
2,211 $261,000
Q2 2020

Aug 14, 2020
SELL
$94.52 - $125.14 $79,680 - $105,493
-843 Reduced 24.94%
2,537 $286,000
Q1 2020

May 15, 2020
BUY
$85.17 - $138.52 $56,552 - $91,977
664 Added 24.45%
3,380 $335,000
Q4 2019

Feb 12, 2020
BUY
$123.85 - $136.67 $5,944 - $6,560
48 Added 1.8%
2,716 $371,000
Q3 2019

Nov 08, 2019
BUY
$127.92 - $130.25 $24,560 - $25,008
192 Added 7.75%
2,668 $342,000
Q2 2019

Aug 08, 2019
BUY
N/A
147 Added 6.31%
2,476 $315,000
Q1 2019

May 07, 2019
SELL
N/A
-2,853 Reduced 55.06%
2,329 $288,000
Q4 2018

Feb 14, 2019
BUY
N/A
5,182 New
5,182 $575,000

Others Institutions Holding IWD

# of Institutions
1,670
Shares Held
258M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Meridian Wealth Advisors, LLC Portfolio

Follow Meridian Wealth Advisors, 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 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email