Meridian Wealth Partners, LLC Ishares Tr Transaction History

Meridian Wealth Partners, LLC

  • $657 Million
  • Q4 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 230,320 shares of MBB stock, worth $21.7 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
230,320
Previous 223,782 2.92%
Holding current value
$21.7 Million
Previous $21.4 Million 1.52%
% of portfolio
3.21%
Previous 3.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$91.26 - $95.82 $596,657 - $626,471
6,538 Added 2.92%
230,320 $21.1 Million
Q3 2024

Nov 08, 2024
BUY
$90.85 - $96.66 $2.93 Million - $3.11 Million
32,224 Added 16.82%
223,782 $21.4 Million
Q2 2024

Aug 09, 2024
BUY
$89.41 - $92.64 $1.21 Million - $1.25 Million
13,510 Added 7.59%
191,558 $17.6 Million
Q1 2024

May 10, 2024
BUY
$91.2 - $93.98 $816,513 - $841,402
8,953 Added 5.29%
178,048 $16.5 Million
Q4 2023

Feb 05, 2024
BUY
$85.82 - $94.55 $282,347 - $311,069
3,290 Added 1.98%
169,095 $15.9 Million
Q3 2023

Nov 03, 2023
BUY
$88.51 - $93.81 $1.32 Million - $1.39 Million
14,868 Added 9.85%
165,805 $14.7 Million
Q2 2023

Aug 02, 2023
BUY
$92.54 - $95.74 $1.13 Million - $1.17 Million
12,262 Added 8.84%
150,937 $14.1 Million
Q1 2023

May 04, 2023
BUY
$91.7 - $96.45 $12.7 Million - $13.4 Million
138,675 New
138,675 $13.1 Million
Q3 2021

Nov 12, 2021
BUY
$107.99 - $108.77 $45,895 - $46,227
425 New
425 $46,000
Q2 2021

Aug 12, 2021
SELL
$107.91 - $108.86 $76,184 - $76,855
-706 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$105.3 - $110.44 $11,898 - $12,479
-113 Reduced 13.8%
706 $78,000
Q4 2019

Feb 14, 2020
BUY
$107.72 - $108.39 $88,222 - $88,771
819 New
819 $89,000

Others Institutions Holding MBB

# of Institutions
994
Shares Held
362M
Call Options Held
180K
Put Options Held
30.3K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Meridian Wealth Partners, LLC Portfolio

Follow Meridian Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email