A detailed history of Meridian Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 20,228 shares of IEI stock, worth $2.33 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
20,228
Holding current value
$2.33 Million
% of portfolio
0.12%

Shares

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

Nov 12, 2024

BUY
$114.73 - $120.23 $2.32 Million - $2.43 Million
20,228 New
20,228 $2.42 Million
Q1 2024

Apr 25, 2024

SELL
$114.97 - $117.54 $351,923 - $359,789
-3,061 Reduced 13.6%
19,446 $2.25 Million
Q4 2023

Feb 08, 2024

BUY
$111.61 - $117.37 $2.51 Million - $2.64 Million
22,507 New
22,507 $2.64 Million
Q3 2019

Nov 08, 2019

SELL
$125.52 - $127.0 $166,314 - $168,275
-1,325 Closed
0 $0
Q2 2019

Jul 19, 2019

SELL
N/A
-500 Reduced 27.4%
1,325 $1.67 Million
Q1 2019

May 15, 2019

BUY
N/A
25 Added 1.39%
1,825 $2.25 Million
Q4 2018

Feb 05, 2019

BUY
N/A
1,800 New
1,800 $219,000

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


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

Track Meridian Wealth Management, LLC Portfolio

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

News

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