Meridian Wealth Management, LLC Ishares Tr Transaction History

Meridian Wealth Management, LLC

$2.53 Billion
Q3 2025

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 5,747 shares of IYF stock, worth $711,076. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,747

Previous 5,742 0.09%

Holding current value

$711,076

Previous $694,000 4.76%

% of portfolio

0.03%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$119.89 - $127.16 $599 - $635	5 Added 0.09%	5,747 $727,000
Q2 2025 Aug 08, 2025	SELL	$99.23 - $120.99 $5,854 - $7,138	-59 Reduced 1.02%	5,742 $694,000
Q1 2025 May 12, 2025	BUY	$107.69 - $119.37 $273,640 - $303,319	2,541 Added 77.94%	5,801 $654,000
Q4 2024 Feb 06, 2025	SELL	$102.7 - $119.05 $22,080 - $25,595	-215 Reduced 6.19%	3,260 $360,000
Q3 2024 Nov 12, 2024	BUY	$93.83 - $105.05 $326,059 - $365,048	3,475 New	3,475 $361,000

Q1 2024 Apr 25, 2024	SELL	$83.91 - $95.65 $19,299 - $21,999	-230 Reduced 6.08%	3,555 $340,000
Q4 2023 Feb 08, 2024	SELL	$70.7 - $85.68 $266,468 - $322,927	-3,769 Reduced 49.89%	3,785 $323,000
Q3 2023 Oct 17, 2023	BUY	$73.99 - $79.98 $279,830 - $302,484	3,782 Added 100.27%	7,554 $564,000
Q2 2023 Aug 02, 2023	BUY	$68.91 - $74.74 $758 - $822	11 Added 0.29%	3,772 $281,000
Q1 2023 May 12, 2023	SELL	$68.23 - $82.05 $477 - $574	-7 Reduced 0.19%	3,761 $267,000
Q4 2022 Feb 13, 2023	BUY	$67.64 - $80.38 $1,691 - $2,009	25 Added 0.67%	3,768 $284,000
Q3 2022 Nov 14, 2022	SELL	$67.55 - $79.83 $3,850 - $4,550	-57 Reduced 1.5%	3,743 $253,000
Q2 2022 Aug 05, 2022	BUY	$67.96 - $84.37 $57,222 - $71,039	842 Added 28.47%	3,800 $266,000
Q1 2022 May 12, 2022	SELL	$78.62 - $91.32 $15,252 - $17,716	-194 Reduced 6.15%	2,958 $250,000
Q4 2021 Jan 27, 2022	SELL	$83.02 - $90.24 $19,509 - $21,206	-235 Reduced 6.94%	3,152 $273,000
Q3 2021 Oct 15, 2021	SELL	$79.17 - $85.45 $3,958 - $4,272	-50 Reduced 1.45%	3,387 $280,000
Q2 2021 Jul 22, 2021	BUY	$75.91 - $83.61 $32,944 - $36,286	434 Added 14.45%	3,437 $279,000
Q1 2021 May 07, 2021	BUY	$65.2 - $76.35 $195,795 - $229,279	3,003 New	3,003 $225,000
Q1 2020 Apr 16, 2020	SELL	$41.18 - $71.71 $61,234 - $106,632	-1,487 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$62.23 - $68.93 $92,536 - $102,498	1,487 New	1,487 $204,000
Q3 2019 Nov 08, 2019	SELL	$64.16 - $65.19 $107,852 - $109,584	-1,681 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	N/A	851 Added 102.53%	1,681 $2.11 Million
Q1 2019 May 15, 2019	BUY	N/A	830 New	830 $980,000
Q3 2018 Oct 19, 2018	SELL	N/A	-1,714 Closed	0 $0
Q2 2018 Aug 06, 2018	SELL	N/A	-50 Reduced 2.83%	1,714 $201,000
Q1 2018 May 08, 2018	BUY	N/A	1 Added 0.06%	1,764 $208,000
Q4 2017 Jan 30, 2018	BUY	N/A	1,763	1,763 $204,000

Others Institutions Holding IYF

# of Institutions

507

Shares Held

20M

Call Options Held

18.2K

Put Options Held

44.1K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Meridian Wealth Management, LLC Ishares Tr Transaction History