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 86,606 shares of SHV stock, worth $9.55 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
86,606
Previous 83,397 3.85%
Holding current value
$9.55 Million
Previous $9.21 Million 3.92%
% of portfolio
0.38%
Previous 0.41%

Shares

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

Nov 04, 2025
BUY
$110.06 - $110.49 $353,182 - $354,562
3,209 Added 3.85%
86,606 $9.57 Million
Q2 2025

Aug 08, 2025
BUY
$110.06 - $110.46 $515,741 - $517,615
4,686 Added 5.95%
83,397 $9.21 Million
Q1 2025

May 12, 2025
SELL
$110.11 - $110.51 $486,576 - $488,343
-4,419 Reduced 5.32%
78,711 $8.69 Million
Q4 2024

Feb 06, 2025
BUY
$109.92 - $110.57 $4.7 Million - $4.72 Million
42,724 Added 105.74%
83,130 $9.15 Million
Q3 2024

Nov 12, 2024
BUY
$110.05 - $110.63 $4.45 Million - $4.47 Million
40,406 New
40,406 $4.47 Million
Q1 2024

Apr 25, 2024
BUY
$110.11 - $110.57 $1.57 Million - $1.57 Million
14,228 Added 31.02%
60,097 $6.64 Million
Q4 2023

Feb 08, 2024
SELL
$109.86 - $110.59 $4.45 Million - $4.48 Million
-40,527 Reduced 46.91%
45,869 $5.05 Million
Q3 2023

Oct 17, 2023
BUY
$109.99 - $110.5 $9.04 Million - $9.08 Million
82,195 Added 1956.56%
86,396 $9.54 Million
Q2 2023

Aug 02, 2023
BUY
$110.0 - $110.45 $462,110 - $464,000
4,201 New
4,201 $464,000
Q1 2021

May 07, 2021
SELL
$110.51 - $110.53 $780,421 - $780,562
-7,062 Closed
0 $0
Q4 2020

Jan 19, 2021
SELL
$110.51 - $110.7 $70,284 - $70,405
-636 Reduced 8.26%
7,062 $780,000
Q3 2020

Oct 09, 2020
BUY
$110.7 - $110.74 $852,168 - $852,476
7,698 New
7,698 $852,000
Q2 2019

Jul 19, 2019
SELL
$110.35 - $110.67 $58,485 - $58,655
-530 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$110.31 - $110.57 $58,464 - $58,602
530 New
530 $586,000

Others Institutions Holding SHV

# of Institutions
781
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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