MERIDIAN WEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
MERIDIAN WEALTH ADVISORS, LLC portfolio value:
$30.88M
portfolio value
MERIDIAN WEALTH ADVISORS, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.36% | -4.88K shares | -3.61M | $358.65 | 86.11K |
| Q2 2022 | share | Increase | +33.92% | 23.04K shares | 3.67M | $379.15 | 90.99K |
| Q1 2022 | share | Increase | +2.94% | 1.93K shares | -659K | $453.69 | 67.94K |
| Q4 2021 | share | Increase | +5.02% | 3.15K shares | 4.40M | $478.18 | 66.00K |
| Q3 2021 | share | Increase | +3.19% | 1.94K shares | 892K | $430.82 | 62.85K |
| Q2 2021 | share | Increase | +1.36% | 815 shares | 2.28M | $428.29 | 60.90K |
| Q1 2021 | share | Decrease | -1.93% | -1.18K shares | 903K | $395.17 | 60.09K |
| Q4 2020 | share | Increase | +6.15% | 3.55K shares | 3.60M | $371.65 | 61.27K |
| Q3 2020 | share | Increase | +3.09% | 1.73K shares | 2.05M | $331.25 | 57.72K |
| Q2 2020 | share | Increase | +21.07% | 9.74K shares | 5.38M | $303.84 | 55.99K |
| Q1 2020 | share | Increase | +112.35% | 24.46K shares | 4.91M | $252.48 | 46.24K |
| Q4 2019 | share | Increase | +5.09% | 1.05K shares | 853K | $313.89 | 21.78K |
| Q3 2019 | share | Increase | 0.00% | 20.72K shares | 6.18M | $288.05 | 20.72K |
| Q1 2019 | share | Decrease | -100.00% | -70 shares | -18K | $271.55 | 0 |
| Q4 2018 | share | Increase | 0.00% | 70 shares | 18K | $239.15 | 70 |