Meridian Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History

Meridian Wealth Partners, LLC

$640 Million
Q3 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 30,864 shares of IUSB stock, worth $1.4 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

30,864

Previous 25,364 21.68%

Holding current value

$1.4 Million

Previous $1.15 Million 26.88%

% of portfolio

0.23%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$44.83 - $47.42 $246,565 - $260,810	5,500 Added 21.68%	30,864 $1.45 Million
Q2 2024 Aug 09, 2024	BUY	$44.3 - $45.58 $78,366 - $80,631	1,769 Added 7.5%	25,364 $1.15 Million
Q4 2023 Feb 05, 2024	BUY	$42.6 - $46.25 $651,567 - $707,393	15,295 Added 184.28%	23,595 $1.09 Million
Q3 2023 Nov 03, 2023	BUY	$43.62 - $45.64 $362,046 - $378,812	8,300 New	8,300 $362,000
Q4 2022 Feb 14, 2023	BUY	$43.31 - $46.11 $303,170 - $322,770	7,000 New	7,000 $314,000
Q2 2022 Aug 15, 2022	SELL	$45.73 - $49.5 $2.2 Million - $2.38 Million	-48,006 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$49.13 - $52.58 $2.36 Million - $2.52 Million	48,006 New	48,006 $2.38 Million

Others Institutions Holding IUSB

# of Institutions

740

Shares Held

712M

Call Options Held

Put Options Held

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Meridian Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History