Moneta Group Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 330,078 shares of IWD stock, worth $66.8 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
330,078
Previous 324,419 1.74%
Holding current value
$66.8 Million
Previous $61 Million 5.03%
% of portfolio
0.78%
Previous 0.85%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$166.82 - $194.23 $944,034 - $1.1 Million
5,659 Added 1.74%
330,078 $64.1 Million
Q1 2025

May 15, 2025
BUY
$182.82 - $196.21 $1.64 Million - $1.76 Million
8,971 Added 2.84%
324,419 $61 Million
Q4 2024

Feb 11, 2025
BUY
$183.23 - $199.79 $482,444 - $526,047
2,633 Added 0.84%
315,448 $58.4 Million
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $1.33 Million - $1.45 Million
-7,646 Reduced 2.39%
312,815 $59.4 Million
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $968,629 - $1.02 Million
5,718 Added 1.82%
320,461 $55.9 Million
Q1 2024

Aug 13, 2024
BUY
$161.84 - $179.11 $10.6 Million - $11.8 Million
65,747 Added 26.4%
314,743 $56.4 Million
Q4 2023

Feb 15, 2024
BUY
$143.69 - $165.7 $846,190 - $975,807
5,889 Added 2.42%
248,996 $41.1 Million
Q3 2023

Nov 15, 2023
BUY
$151.73 - $163.56 $1.68 Million - $1.81 Million
11,078 Added 4.77%
243,107 $36.9 Million
Q2 2023

Aug 15, 2023
BUY
$148.55 - $157.83 $304,973 - $324,024
2,053 Added 0.89%
232,029 $36.6 Million
Q1 2023

May 15, 2023
BUY
$145.2 - $161.56 $4.93 Million - $5.48 Million
33,927 Added 17.31%
229,976 $35 Million
Q4 2022

Feb 16, 2023
BUY
$136.78 - $158.99 $26.6 Million - $30.9 Million
194,467 Added 12292.48%
196,049 $29.7 Million
Q4 2022

Feb 16, 2023
SELL
$136.78 - $158.99 $30.5 Billion - $35.4 Billion
-222,739,328 Reduced 100.0%
1,582 $239,000
Q4 2022

Feb 15, 2023
BUY
$136.78 - $158.99 $30.4 Billion - $35.4 Billion
222,556,396 Added 120617.62%
222,740,910 $33.8 Billion
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $1.71 Million - $2.02 Million
-12,547 Reduced 6.37%
184,514 $25.1 Million
Q2 2022

Aug 15, 2022
BUY
$140.99 - $168.41 $11 Million - $13.1 Million
77,824 Added 65.27%
197,061 $28.6 Million
Q1 2022

May 11, 2022
SELL
$157.15 - $170.51 $598,427 - $649,302
-3,808 Reduced 3.09%
119,237 $19.8 Million
Q4 2021

Feb 11, 2022
BUY
$157.12 - $168.08 $3.89 Million - $4.16 Million
24,738 Added 25.16%
123,045 $20.7 Million
Q3 2021

Nov 12, 2021
BUY
$154.62 - $164.07 $3.6 Million - $3.82 Million
23,298 Added 31.06%
98,307 $15.4 Million
Q2 2021

Aug 13, 2021
BUY
$152.86 - $162.4 $137,726 - $146,322
901 Added 1.22%
75,009 $11.9 Million
Q1 2021

May 14, 2021
BUY
$134.89 - $153.0 $5.82 Million - $6.6 Million
43,127 Added 139.2%
74,108 $11.2 Million
Q4 2020

Feb 12, 2021
BUY
$115.84 - $136.73 $270,486 - $319,264
2,335 Added 8.15%
30,981 $4.24 Million
Q3 2020

Nov 13, 2020
BUY
$111.27 - $124.26 $282,737 - $315,744
2,541 Added 9.73%
28,646 $3.38 Million
Q2 2020

Aug 12, 2020
BUY
$94.52 - $125.14 $37,240 - $49,305
394 Added 1.53%
26,105 $2.94 Million
Q1 2020

May 13, 2020
SELL
$85.17 - $138.52 $124,774 - $202,931
-1,465 Reduced 5.39%
25,711 $2.55 Million
Q4 2019

Feb 11, 2020
BUY
$123.85 - $136.67 $652,317 - $719,840
5,267 Added 24.04%
27,176 $3.71 Million
Q3 2019

Nov 12, 2019
BUY
$127.92 - $130.25 $73,681 - $75,024
576 Added 2.7%
21,909 $2.81 Million
Q2 2019

Aug 16, 2019
BUY
N/A
6,439 Added 43.23%
21,333 $2.71 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-5,618 Reduced 27.39%
14,894 $2.71 Million
Q1 2019

May 16, 2019
SELL
N/A
-931 Reduced 4.34%
20,512 $2.53 Million
Q1 2019

May 15, 2019
BUY
N/A
1,704 Added 8.63%
21,443 $2.53 Million
Q4 2018

Feb 11, 2019
BUY
N/A
326 Added 1.68%
19,739 $2.19 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-76 Reduced 0.39%
19,413 $2.46 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-13,337 Reduced 40.63%
19,489 $2.37 Million
Q2 2018

Aug 14, 2018
BUY
N/A
10,839 Added 49.3%
32,826 $2.45 Million
Q1 2018

May 14, 2018
BUY
N/A
242 Added 1.11%
21,987 $2.64 Million
Q3 2017

Nov 13, 2017
BUY
N/A
21,745
21,745 $2.58 Million

Others Institutions Holding IWD

# of Institutions
1,970
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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