A detailed history of Meridian Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 7,674 shares of IYE stock, worth $374,491. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,674
Previous 7,536 1.83%
Holding current value
$374,491
Previous $340,000 7.06%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$44.83 - $48.91 $6,186 - $6,749
138 Added 1.83%
7,674 $364,000
Q2 2025

Aug 08, 2025

SELL
$40.36 - $49.67 $31,682 - $38,990
-785 Reduced 9.43%
7,536 $340,000
Q1 2025

May 12, 2025

BUY
$45.23 - $49.95 $376,358 - $415,633
8,321 New
8,321 $410,000
Q3 2019

Nov 08, 2019

SELL
$29.89 - $34.75 $21,371 - $24,846
-715 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
$31.84 - $37.32 $127 - $149
4 Added 0.56%
715 $246,000
Q1 2019

May 15, 2019

BUY
$31.51 - $36.65 $22,403 - $26,058
711 New
711 $256,000

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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