Meristem Family Wealth, LLC Ishares S&P Midcap 400 Value E Transaction History

Meristem Family Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$90.0 - $107.68 $683,820 - $818,152	-7,598 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$102.52 - $112.86 $35,061 - $38,598	-342 Reduced 4.31%	7,598 $833,000
Q4 2021 Feb 10, 2022	SELL	$103.36 - $113.35 $147,598 - $161,863	-1,428 Reduced 15.24%	7,940 $879,000
Q3 2021 Nov 15, 2021	BUY	$99.84 - $108.44 $247,802 - $269,148	2,482 Added 36.04%	9,368 $965,000
Q4 2020 Feb 12, 2021	BUY	$68.27 - $86.35 $235,053 - $297,303	3,443 Added 100.0%	6,886 $594,000
Q3 2019 Nov 08, 2019	BUY	$79.13 - $81.47 $272,444 - $280,501	3,443 New	3,443 $551,000

813

40.8M

8.9K

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

Stay updated on Meristem Family Wealth, LLC with notifications on news.