Meridian Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Meridian Wealth Partners, LLC

$640 Million
Q3 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 42,283 shares of IWM stock, worth $9.45 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

42,283

Previous 50,313 15.96%

Holding current value

$9.45 Million

Previous $10.2 Million 8.51%

% of portfolio

1.46%

Previous 1.81%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$200.87 - $224.6 $1.61 Million - $1.8 Million	-8,030 Reduced 15.96%	42,283 $9.34 Million
Q2 2024 Aug 09, 2024	BUY	$192.84 - $209.44 $574,856 - $624,340	2,981 Added 6.3%	50,313 $10.2 Million
Q1 2024 May 10, 2024	BUY	$189.48 - $210.3 $300,704 - $333,746	1,587 Added 3.47%	47,332 $9.95 Million
Q4 2023 Feb 05, 2024	BUY	$162.21 - $204.82 $1,135 - $1,433	7 Added 0.02%	45,745 $9.18 Million
Q3 2023 Nov 03, 2023	BUY	$174.36 - $198.71 $57,538 - $65,574	330 Added 0.73%	45,738 $8.08 Million
Q2 2023 Aug 02, 2023	BUY	$170.4 - $187.93 $500,635 - $552,138	2,938 Added 6.92%	45,408 $8.5 Million
Q1 2023 May 04, 2023	BUY	$170.25 - $198.32 $347,991 - $405,366	2,044 Added 5.06%	42,470 $7.58 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $205,843 - $232,053	1,234 Added 3.15%	40,426 $7.05 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $174,512 - $213,737	1,063 Added 2.79%	39,192 $6.46 Million
Q2 2022 Aug 15, 2022	BUY	$163.9 - $207.91 $235,852 - $299,182	1,439 Added 3.92%	38,129 $6.46 Million
Q1 2022 May 13, 2022	BUY	$191.52 - $225.32 $587,008 - $690,605	3,065 Added 9.12%	36,690 $7.53 Million
Q4 2021 Feb 15, 2022	BUY	$212.12 - $242.56 $67,666 - $77,376	319 Added 0.96%	33,625 $7.48 Million
Q3 2021 Nov 12, 2021	BUY	$211.73 - $231.39 $114,545 - $125,181	541 Added 1.65%	33,306 $7.29 Million
Q2 2021 Aug 12, 2021	BUY	$211.85 - $232.89 $188,970 - $207,737	892 Added 2.8%	32,765 $7.52 Million
Q1 2021 May 17, 2021	SELL	$193.5 - $234.42 $9.28 Million - $11.2 Million	-47,944 Reduced 60.07%	31,873 $7.04 Million
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $760 - $995	5 Added 0.01%	79,817 $15.6 Million
Q3 2020 Nov 12, 2020	BUY	$139.07 - $158.46 $53,820 - $61,324	387 Added 0.49%	79,812 $12 Million
Q2 2020 Aug 12, 2020	BUY	$104.62 - $153.09 $5.71 Million - $8.36 Million	54,602 Added 219.97%	79,425 $11.4 Million
Q1 2020 May 15, 2020	BUY	$99.9 - $169.53 $2.48 Million - $4.21 Million	24,823 New	24,823 $2.84 Million

Others Institutions Holding IWM

# of Institutions

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Meridian Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History