Merit Financial Group, LLC Ishares Tr Transaction History

Merit Financial Group, LLC

$6.49 Billion
Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Merit Financial Group, LLC holds 31,191 shares of IHE stock, worth $2.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

31,191

Previous 31,191 -0.0%

Holding current value

$2.02 Million

Previous $2.05 Million 4.34%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$65.61 - $72.86 $1.14 Million - $1.26 Million	-17,330 Reduced 35.72%	31,191 $2.2 Million
Q2 2024 Aug 13, 2024	BUY	$62.73 - $67.4 $1.09 Million - $1.17 Million	17,330 Added 55.56%	48,521 $3.22 Million
Q1 2024 May 06, 2024	BUY	$66.67 - $208.65 $2.08 Million - $6.51 Million	31,191 New	31,191 $2.12 Million
Q3 2023 Nov 07, 2023	SELL	$173.7 - $191.47 $51,762 - $57,058	-298 Reduced 2.79%	10,397 $1.84 Million
Q2 2023 Aug 01, 2023	SELL	$170.31 - $183.88 $828,217 - $894,208	-4,863 Reduced 31.26%	10,695 $1.92 Million
Q1 2023 Apr 24, 2023	BUY	$169.94 - $188.72 $402,417 - $446,888	2,368 Added 17.95%	15,558 $2.73 Million
Q4 2022 Jan 13, 2023	BUY	$55.99 - $189.96 $159,459 - $541,006	2,848 Added 27.54%	13,190 $0
Q3 2022 Oct 31, 2022	SELL	$56.37 - $195.56 $465,052 - $1.61 Million	-8,250 Reduced 44.37%	10,342 $1.75 Million
Q2 2022 Aug 08, 2022	BUY	$178.46 - $201.82 $3.32 Million - $3.75 Million	18,592 New	18,592 $3.56 Million

Others Institutions Holding IHE

# of Institutions

164

Shares Held

5.53M

Call Options Held

100

Put Options Held

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

More about IHE

Track This Portfolio

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.

Account

Merit Financial Group, LLC Ishares Tr Transaction History