Moneta Group Investment Advisors LLC Ishares Tr Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 11,256 shares of IAT stock, worth $566,289. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,256

Previous 11,143 1.01%

Holding current value

$566,289

Previous $519,000 7.32%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$39.71 - $49.55 $4,487 - $5,599	113 Added 1.01%	11,256 $557,000
Q1 2025 May 15, 2025	SELL	$44.84 - $53.56 $1,838 - $2,195	-41 Reduced 0.37%	11,143 $519,000
Q4 2024 Feb 11, 2025	SELL	$46.07 - $56.9 $7,509 - $9,274	-163 Reduced 1.44%	11,184 $563,000
Q3 2024 Nov 12, 2024	BUY	$40.8 - $48.93 $8,323 - $9,981	204 Added 1.83%	11,347 $539,000
Q2 2024 Aug 13, 2024	SELL	$39.17 - $43.65 $78 - $87	-2 Reduced 0.02%	11,143 $461,000
Q1 2024 Aug 13, 2024	BUY	$39.12 - $43.38 $9,858 - $10,931	252 Added 2.31%	11,145 $483,000
Q3 2023 Nov 15, 2023	BUY	$32.83 - $39.14 $13,460 - $16,047	410 Added 3.91%	10,893 $366,000
Q2 2023 Aug 15, 2023	BUY	$29.75 - $36.65 $114,418 - $140,955	3,846 Added 57.95%	10,483 $354,000
Q1 2023 May 15, 2023	BUY	$33.67 - $53.61 $223,467 - $355,809	6,637 New	6,637 $237,000
Q2 2018 Aug 14, 2018	SELL	N/A	-425 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	425 New	425 $21,000

Others Institutions Holding IAT

# of Institutions

190

Shares Held

5.58M

Call Options Held

46.1K

Put Options Held

56K

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

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Moneta Group Investment Advisors LLC Ishares Tr Transaction History