Moneta Group Investment Advisors LLC Ishares Core S&P U.S. Value Et Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,419 shares of IUSV stock, worth $619,112. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,419
Previous 6,042 6.24%
Holding current value
$619,112
Previous $559,000 5.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
BUY
$90.0 - $96.32 $33,930 - $36,312
377 Added 6.24%
6,419 $592,000
Q4 2024

Feb 11, 2025
SELL
$91.94 - $100.02 $47,992 - $52,210
-522 Reduced 7.95%
6,042 $559,000
Q3 2024

Nov 12, 2024
SELL
$87.56 - $95.49 $18,650 - $20,339
-213 Reduced 3.14%
6,564 $626,000
Q2 2024

Aug 13, 2024
SELL
$85.39 - $90.42 $853 - $904
-10 Reduced 0.15%
6,777 $597,000
Q1 2024

Aug 13, 2024
BUY
$82.87 - $90.44 $12,099 - $13,204
146 Added 2.2%
6,787 $613,000
Q4 2023

Feb 15, 2024
BUY
$71.48 - $84.61 $6,719 - $7,953
94 Added 1.44%
6,641 $560,000
Q3 2023

Nov 15, 2023
SELL
$74.38 - $81.04 $222,842 - $242,795
-2,996 Reduced 31.39%
6,547 $488,000
Q2 2023

Aug 15, 2023
SELL
$72.65 - $78.26 $6,756 - $7,278
-93 Reduced 0.97%
9,543 $746,000
Q1 2023

May 15, 2023
BUY
$70.21 - $77.86 $10,250 - $11,367
146 Added 1.54%
9,636 $710,000
Q4 2022

Feb 16, 2023
SELL
$63.23 - $73.93 $666 Million - $779 Million
-10,539,194 Reduced 99.98%
1,582 $111,000
Q4 2022

Feb 16, 2023
BUY
$63.23 - $73.93 $500,022 - $584,638
7,908 Added 499.87%
9,490 $670,000
Q4 2022

Feb 15, 2023
BUY
$63.23 - $73.93 $666 Million - $779 Million
10,530,730 Added 104825.1%
10,540,776 $744 Million
Q3 2022

Nov 14, 2022
SELL
$62.61 - $73.64 $48,773 - $57,365
-779 Reduced 7.2%
10,046 $629,000
Q2 2022

Aug 15, 2022
BUY
$64.88 - $77.18 $63,517 - $75,559
979 Added 9.94%
10,825 $724,000
Q1 2022

May 11, 2022
SELL
$71.81 - $77.49 $121,646 - $131,268
-1,694 Reduced 14.68%
9,846 $747,000
Q4 2021

Feb 11, 2022
BUY
$71.13 - $76.45 $379,265 - $407,631
5,332 Added 85.89%
11,540 $881,000
Q3 2021

Nov 12, 2021
BUY
$69.93 - $74.13 $434,125 - $460,199
6,208 New
6,208 $440,000
Q2 2021

Aug 13, 2021
SELL
$69.41 - $73.87 $359,613 - $382,720
-5,181 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$61.28 - $69.6 $317,491 - $360,597
5,181 New
5,181 $357,000

Others Institutions Holding IUSV

# of Institutions
805
Shares Held
178M
Call Options Held
3K
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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