Moneta Group Investment Advisors LLC Ishares Tr Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 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 15,594 shares of IDV stock, worth $564,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,594
Previous 15,589 0.03%
Holding current value
$564,346
Previous $426,000 13.38%
% of portfolio
0.01%
Previous 0.01%

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$27.0 - $31.7 $135 - $158
5 Added 0.03%
15,594 $483,000
Q4 2024

Feb 11, 2025
SELL
$27.03 - $29.92 $31,760 - $35,156
-1,175 Reduced 7.01%
15,589 $426,000
Q3 2024

Nov 12, 2024
SELL
$27.62 - $30.64 $72,723 - $80,675
-2,633 Reduced 13.57%
16,764 $506,000
Q2 2024

Aug 13, 2024
SELL
$26.94 - $30.1 $43,265 - $48,340
-1,606 Reduced 7.65%
19,397 $536,000
Q1 2024

Aug 13, 2024
SELL
$26.95 - $28.13 $80,230 - $83,743
-2,977 Reduced 12.41%
21,003 $588,000
Q4 2023

Feb 15, 2024
SELL
$24.46 - $28.13 $13,135 - $15,105
-537 Reduced 2.19%
23,980 $671,000
Q3 2023

Nov 15, 2023
SELL
$25.3 - $27.59 $1.15 Million - $1.25 Million
-45,314 Reduced 64.89%
24,517 $622,000
Q2 2023

Aug 15, 2023
BUY
$25.86 - $28.52 $67,727 - $74,693
2,619 Added 3.9%
69,831 $1.84 Million
Q1 2023

May 15, 2023
BUY
$26.54 - $29.5 $18,976 - $21,092
715 Added 1.08%
67,212 $1.85 Million
Q4 2022

Feb 16, 2023
BUY
$22.26 - $27.56 $1.45 Million - $1.79 Million
64,915 Added 4103.35%
66,497 $1.81 Million
Q4 2022

Feb 16, 2023
SELL
$22.26 - $27.56 $1.61 Billion - $1.99 Billion
-72,143,816 Reduced 100.0%
1,582 $42,000
Q4 2022

Feb 15, 2023
BUY
$22.26 - $27.56 $1.6 Billion - $1.99 Billion
72,060,888 Added 85269.07%
72,145,398 $1.96 Billion
Q3 2022

Nov 14, 2022
BUY
$22.53 - $28.47 $276,465 - $349,355
12,271 Added 16.99%
84,510 $1.9 Million
Q2 2022

Aug 15, 2022
SELL
$26.84 - $32.0 $99,469 - $118,592
-3,706 Reduced 4.88%
72,239 $1.96 Million
Q1 2022

May 11, 2022
SELL
$29.99 - $33.33 $56,771 - $63,093
-1,893 Reduced 2.43%
75,945 $2.41 Million
Q4 2021

Feb 11, 2022
SELL
$29.77 - $31.71 $25.8 Million - $27.5 Million
-867,724 Reduced 91.77%
77,838 $2.43 Million
Q3 2021

Nov 12, 2021
SELL
$30.42 - $32.96 $2.24 Million - $2.43 Million
-73,666 Reduced 7.23%
945,562 $28.8 Million
Q2 2021

Aug 13, 2021
SELL
$31.67 - $34.02 $1.96 Million - $2.1 Million
-61,776 Reduced 5.71%
1,019,228 $33 Million
Q1 2021

May 14, 2021
SELL
$29.53 - $32.13 $16 Million - $17.4 Million
-542,002 Reduced 33.39%
1,081,004 $34 Million
Q4 2020

Feb 12, 2021
SELL
$24.08 - $29.73 $341,406 - $421,511
-14,178 Reduced 0.87%
1,623,006 $47.8 Million
Q3 2020

Nov 13, 2020
SELL
$24.68 - $26.95 $326,121 - $356,117
-13,214 Reduced 0.8%
1,637,184 $40.8 Million
Q2 2020

Aug 12, 2020
SELL
$21.21 - $27.95 $1.16 Million - $1.52 Million
-54,514 Reduced 3.2%
1,650,398 $41.5 Million
Q1 2020

May 13, 2020
SELL
$19.58 - $34.05 $22.1 Million - $38.5 Million
-1,129,911 Reduced 39.86%
1,704,912 $38.5 Million
Q4 2019

Feb 11, 2020
BUY
$29.79 - $33.61 $2.8 Million - $3.16 Million
94,127 Added 3.43%
2,834,823 $95.2 Million
Q3 2019

Nov 12, 2019
SELL
$30.41 - $31.26 $19.1 Million - $19.6 Million
-627,728 Reduced 18.64%
2,740,696 $84.2 Million
Q2 2019

Aug 16, 2019
BUY
N/A
3,362,011 Added 52424.93%
3,368,424 $103 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-3,304,961 Reduced 99.81%
6,413 $103 Million
Q1 2019

May 16, 2019
BUY
N/A
3,293,714 Added 18650.7%
3,311,374 $102 Million
Q1 2019

May 15, 2019
SELL
N/A
-2,349,390 Reduced 99.25%
17,660 $102 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-623,178 Reduced 20.84%
2,367,050 $68 Million
Q3 2018

Nov 13, 2018
BUY
N/A
299,513 Added 11.13%
2,990,228 $97.6 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-16,560 Reduced 0.61%
2,690,715 $86.2 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-180,036 Reduced 6.24%
2,707,275 $86.2 Million
Q2 2018

Aug 14, 2018
BUY
N/A
573,684 Added 24.8%
2,887,311 $92.8 Million
Q1 2018

May 14, 2018
BUY
N/A
113,094 Added 5.14%
2,313,627 $76.4 Million
Q4 2017

Feb 13, 2018
BUY
N/A
42,154 Added 1.95%
2,200,533 $74.4 Million
Q3 2017

Nov 13, 2017
BUY
N/A
2,158,379
2,158,379 $72.9 Million

Others Institutions Holding IDV

# of Institutions
544
Shares Held
81.7M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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