Moneta Group Investment Advisors LLC Ishares Russell Mid Cap Growth Transaction History

Moneta Group Investment Advisors LLC

  • $5.03 Billion
  • Q4 2023

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 128,293 shares of IWP stock, worth $14.2 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
128,293
Previous 109,255 17.43%
Holding current value
$14.2 Million
Previous $9.98 Million 34.28%
% of portfolio
0.27%
Previous 0.23%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
BUY
$85.66 - $105.12 $1.63 Million - $2 Million
19,038 Added 17.43%
128,293 $13.4 Million
Q3 2023

Nov 15, 2023
BUY
$89.97 - $100.32 $1.57 Million - $1.75 Million
17,486 Added 19.05%
109,255 $9.98 Million
Q2 2023

Aug 15, 2023
BUY
$87.72 - $96.63 $445,617 - $490,880
5,080 Added 5.86%
91,769 $8.87 Million
Q1 2023

May 15, 2023
BUY
$82.89 - $94.68 $865,454 - $988,553
10,441 Added 13.69%
86,689 $7.89 Million
Q4 2022

Feb 16, 2023
BUY
$81.31 - $89.88 $6.07 Million - $6.71 Million
74,666 Added 4719.72%
76,248 $6.37 Million
Q4 2022

Feb 16, 2023
SELL
$81.31 - $89.88 $7.46 Billion - $8.25 Billion
-91,795,129 Reduced 100.0%
1,582 $132,000
Q4 2022

Feb 15, 2023
BUY
$81.31 - $89.88 $7.46 Billion - $8.24 Billion
91,723,231 Added 124827.48%
91,796,711 $7.67 Billion
Q3 2022

Nov 14, 2022
BUY
N/A
2,134 Added 2.99%
73,480 $5.76 Million
Q2 2022

Aug 15, 2022
BUY
N/A
43,993 Added 160.83%
71,346 $5.65 Million
Q1 2022

May 11, 2022
BUY
N/A
1,212 Added 4.64%
27,353 $2.75 Million
Q4 2021

Feb 11, 2022
BUY
N/A
130 Added 0.5%
26,141 $3.01 Million
Q3 2021

Nov 12, 2021
BUY
N/A
1,868 Added 7.74%
26,011 $2.92 Million
Q2 2021

Aug 13, 2021
BUY
N/A
2,087 Added 9.46%
24,143 $2.73 Million
Q1 2021

May 14, 2021
BUY
N/A
5,807 Added 35.74%
22,056 $2.25 Million
Q4 2020

Feb 12, 2021
BUY
N/A
8,897 Added 121.01%
16,249 $1.67 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-452 Reduced 5.79%
7,352 $1.27 Million
Q2 2020

Aug 12, 2020
BUY
N/A
632 Added 8.81%
7,804 $1.23 Million
Q1 2020

May 13, 2020
BUY
N/A
3,862 Added 116.68%
7,172 $872,000
Q4 2019

Feb 11, 2020
BUY
N/A
27 Added 0.82%
3,310 $505,000
Q3 2019

Nov 12, 2019
SELL
N/A
-6,115 Reduced 65.07%
3,283 $464,000
Q2 2019

Aug 16, 2019
SELL
N/A
-232,166 Reduced 96.11%
9,398 $1.34 Million
Q2 2019

Aug 13, 2019
BUY
N/A
231,156 Added 2220.95%
241,564 $1.34 Million
Q1 2019

May 16, 2019
BUY
N/A
10,320 Added 11727.27%
10,408 $1.41 Million
Q1 2019

May 15, 2019
SELL
N/A
-9,559 Reduced 99.09%
88 $1.41 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-252 Reduced 2.55%
9,647 $1.1 Million
Q3 2018

Nov 13, 2018
BUY
N/A
356 Added 3.73%
9,899 $1.34 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-724 Reduced 7.05%
9,543 $1.21 Million
Q2 2018

Aug 14, 2018
BUY
N/A
131 Added 1.29%
10,267 $1.34 Million
Q1 2018

May 14, 2018
BUY
N/A
51 Added 0.51%
10,136 $1.25 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-175 Reduced 1.71%
10,085 $1.22 Million
Q3 2017

Nov 13, 2017
BUY
N/A
10,260
10,260 $1.16 Million

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email