A detailed history of Merit Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Merit Financial Group, LLC holds 3,121 shares of IYJ stock, worth $425,329. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,121
Previous 3,138 0.54%
Holding current value
$425,329
Previous $374,000 11.5%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$118.32 - $133.67 $2,011 - $2,272
-17 Reduced 0.54%
3,121 $417,000
Q2 2024

Aug 13, 2024

SELL
$119.1 - $125.05 $1,667 - $1,750
-14 Reduced 0.44%
3,138 $374,000
Q1 2024

May 06, 2024

BUY
$111.23 - $125.71 $350,596 - $396,237
3,152 New
3,152 $396,000
Q2 2023

Aug 01, 2023

BUY
$96.6 - $106.04 $37,384 - $41,037
387 Added 12.41%
3,506 $371,000
Q1 2023

Apr 24, 2023

BUY
$95.26 - $104.26 $297,115 - $325,186
3,119 New
3,119 $312,000
Q2 2022

Aug 08, 2022

BUY
$86.15 - $105.81 $649,140 - $797,278
7,535 New
7,535 $664,000

Others Institutions Holding IYJ

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, 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 Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.