Meridian Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 20,883 shares of IWR stock, worth $1.87 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

20,883

Previous 20,788 0.46%

Holding current value

$1.87 Million

Previous $1.83 Million 0.76%

% of portfolio

0.09%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$87.25 - $95.52 $8,288 - $9,074	95 Added 0.46%	20,883 $1.85 Million
Q3 2024 Nov 12, 2024	BUY	$79.92 - $88.19 $1.66 Million - $1.83 Million	20,788 New	20,788 $1.83 Million
Q1 2024 Apr 25, 2024	SELL	$75.37 - $84.09 $118,933 - $132,694	-1,578 Reduced 6.47%	22,830 $1.92 Million
Q4 2023 Feb 08, 2024	SELL	$64.84 - $78.27 $1.57 Million - $1.9 Million	-24,262 Reduced 49.85%	24,408 $1.9 Million
Q3 2023 Oct 17, 2023	BUY	$68.54 - $75.91 $1.67 Million - $1.85 Million	24,404 Added 100.57%	48,670 $3.37 Million
Q2 2023 Aug 02, 2023	BUY	$67.49 - $73.03 $558,817 - $604,688	8,280 Added 51.8%	24,266 $1.77 Million
Q1 2023 May 12, 2023	SELL	$66.27 - $75.04 $16,236 - $18,384	-245 Reduced 1.51%	15,986 $1.12 Million
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $10,989 - $12,724	177 Added 1.1%	16,231 $1.09 Million
Q3 2022 Nov 14, 2022	BUY	$62.15 - $74.82 $124 - $149	2 Added 0.01%	16,054 $998,000
Q2 2022 Aug 05, 2022	SELL	$62.75 - $78.76 $97,011 - $121,762	-1,546 Reduced 8.79%	16,052 $1.04 Million
Q1 2022 May 12, 2022	SELL	$72.29 - $82.89 $372,076 - $426,634	-5,147 Reduced 22.63%	17,598 $1.37 Million
Q4 2021 Jan 27, 2022	BUY	$78.41 - $85.28 $475,243 - $516,882	6,061 Added 36.33%	22,745 $1.89 Million
Q3 2021 Oct 15, 2021	BUY	$76.44 - $82.59 $2,063 - $2,229	27 Added 0.16%	16,684 $1.31 Million
Q2 2021 Jul 22, 2021	SELL	$74.82 - $79.61 $71,902 - $76,505	-961 Reduced 5.45%	16,657 $1.32 Million
Q1 2021 May 07, 2021	BUY	$67.45 - $75.68 $46,742 - $52,446	693 Added 4.09%	17,618 $1.3 Million
Q4 2020 Jan 19, 2021	BUY	$57.75 - $68.61 $320,628 - $380,922	5,552 Added 48.82%	16,925 $1.16 Million
Q3 2020 Oct 09, 2020	BUY	$53.47 - $60.19 $181,691 - $204,525	3,398 Added 42.61%	11,373 $652,000
Q2 2020 Jul 15, 2020	BUY	$40.64 - $57.63 $57,261 - $81,200	1,409 Added 21.46%	7,975 $427,000
Q1 2020 Apr 16, 2020	SELL	$36.81 - $61.96 $79,288 - $133,461	-2,154 Reduced 24.7%	6,566 $283,000
Q4 2019 Jan 09, 2020	SELL	$54.12 - $59.69 $43,512 - $47,990	-804 Reduced 8.44%	8,720 $519,000
Q3 2019 Nov 08, 2019	SELL	$53.6 - $57.42 $39,664 - $42,490	-740 Reduced 7.21%	9,524 $533,000
Q2 2019 Jul 19, 2019	BUY	$52.53 - $56.11 $389,562 - $416,111	7,416 Added 260.39%	10,264 $5.74 Million
Q1 2019 May 15, 2019	SELL	$45.53 - $54.18 $273,407 - $325,350	-6,005 Reduced 67.83%	2,848 $1.54 Million
Q4 2018 Feb 05, 2019	BUY	$43.7 - $54.95 $296,067 - $372,286	6,775 Added 326.03%	8,853 $412,000
Q3 2018 Oct 19, 2018	SELL	$52.87 - $56.02 $9,093 - $9,635	-172 Reduced 7.64%	2,078 $458,000
Q2 2018 Aug 06, 2018	BUY	$50.43 - $54.42 $8,270 - $8,924	164 Added 7.86%	2,250 $477,000
Q1 2018 May 08, 2018	SELL	$49.67 - $55.0 $1,043 - $1,155	-21 Reduced 1.0%	2,086 $431,000
Q4 2017 Jan 30, 2018	BUY	$49.53 - $52.32 $35,215 - $37,199	711 Added 50.93%	2,107 $434,000
Q3 2017 Oct 31, 2017	BUY	$48.84 - $49.29 $68,180 - $68,808	1,396	1,396 $276,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Meridian Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History