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

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 124,150 shares of IWR stock, worth $11 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
124,150
Previous 119,254 4.11%
Holding current value
$11 Million
Previous $10.5 Million 0.18%
% of portfolio
0.15%
Previous 0.15%

Shares

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

May 15, 2025
BUY
$82.81 - $92.93 $405,437 - $454,985
4,896 Added 4.11%
124,150 $10.6 Million
Q4 2024

Feb 11, 2025
BUY
$87.25 - $95.52 $150,768 - $165,058
1,728 Added 1.47%
119,254 $10.5 Million
Q3 2024

Nov 12, 2024
BUY
$79.92 - $88.19 $452,586 - $499,419
5,663 Added 5.06%
117,526 $10.4 Million
Q2 2024

Aug 13, 2024
BUY
$78.66 - $83.59 $79,525 - $84,509
1,011 Added 0.91%
111,863 $9.07 Million
Q1 2024

Aug 13, 2024
BUY
$75.37 - $84.09 $440,914 - $491,926
5,850 Added 5.57%
110,852 $9.32 Million
Q4 2023

Feb 15, 2024
BUY
$64.84 - $78.27 $859,972 - $1.04 Million
13,263 Added 14.46%
105,002 $8.16 Million
Q3 2023

Nov 15, 2023
BUY
$68.54 - $75.91 $187,114 - $207,234
2,730 Added 3.07%
91,739 $6.35 Million
Q2 2023

Aug 15, 2023
BUY
$67.49 - $73.03 $3.98 Million - $4.31 Million
59,042 Added 197.02%
89,009 $6.5 Million
Q1 2023

May 15, 2023
BUY
$66.27 - $75.04 $257,790 - $291,905
3,890 Added 14.92%
29,967 $2.1 Million
Q4 2022

Feb 16, 2023
BUY
$62.09 - $71.89 $1.52 Million - $1.76 Million
24,495 Added 1548.36%
26,077 $1.76 Million
Q4 2022

Feb 16, 2023
SELL
$62.09 - $71.89 $1.92 Billion - $2.22 Billion
-30,853,614 Reduced 99.99%
1,582 $106,000
Q4 2022

Feb 15, 2023
BUY
$62.09 - $71.89 $1.91 Billion - $2.22 Billion
30,826,910 Added 108982.92%
30,855,196 $2.08 Billion
Q3 2022

Nov 14, 2022
SELL
$62.15 - $74.82 $158,606 - $190,940
-2,552 Reduced 8.28%
28,286 $1.76 Million
Q2 2022

Aug 15, 2022
BUY
$62.75 - $78.76 $444,332 - $557,699
7,081 Added 29.81%
30,838 $1.99 Million
Q1 2022

May 11, 2022
BUY
$72.29 - $82.89 $11,349 - $13,013
157 Added 0.67%
23,757 $1.85 Million
Q4 2021

Feb 11, 2022
BUY
$78.41 - $85.28 $641,550 - $697,760
8,182 Added 53.07%
23,600 $1.96 Million
Q3 2021

Nov 12, 2021
SELL
$76.44 - $82.59 $23,390 - $25,272
-306 Reduced 1.95%
15,418 $1.21 Million
Q2 2021

Aug 13, 2021
BUY
$74.82 - $79.61 $36,886 - $39,247
493 Added 3.24%
15,724 $1.25 Million
Q1 2021

May 14, 2021
BUY
$67.45 - $75.68 $60,097 - $67,430
891 Added 6.21%
15,231 $1.13 Million
Q4 2020

Feb 12, 2021
SELL
$57.75 - $68.61 $29,337 - $34,853
-508 Reduced 3.42%
14,340 $983,000
Q3 2020

Nov 13, 2020
BUY
$53.47 - $60.19 $364,986 - $410,856
6,826 Added 85.09%
14,848 $852,000
Q2 2020

Aug 12, 2020
BUY
$40.64 - $57.63 $284 - $403
7 Added 0.09%
8,022 $430,000
Q1 2020

May 13, 2020
SELL
$36.81 - $61.96 $208,160 - $350,383
-5,655 Reduced 41.37%
8,015 $346,000
Q4 2019

Feb 11, 2020
BUY
$54.12 - $59.69 $298,742 - $329,488
5,520 Added 67.73%
13,670 $815,000
Q3 2019

Nov 12, 2019
BUY
$53.6 - $57.42 $124,084 - $132,927
2,315 Added 39.67%
8,150 $456,000
Q2 2019

Aug 16, 2019
SELL
$52.53 - $56.11 $247,521 - $264,390
-4,712 Reduced 44.68%
5,835 $326,000
Q2 2019

Aug 13, 2019
BUY
$52.53 - $56.11 $247,311 - $264,165
4,708 Added 80.63%
10,547 $326,000
Q1 2019

May 16, 2019
SELL
$45.53 - $54.18 $1.18 Million - $1.4 Million
-25,820 Reduced 81.56%
5,839 $315,000
Q1 2019

May 15, 2019
BUY
$45.53 - $54.18 $1.2 Million - $1.43 Million
26,388 Added 500.63%
31,659 $315,000
Q4 2018

Feb 11, 2019
BUY
$43.7 - $54.95 $171,172 - $215,239
3,917 Added 289.29%
5,271 $245,000
Q3 2018

Nov 13, 2018
BUY
$52.87 - $56.02 $2,009 - $2,128
38 Added 2.89%
1,354 $299,000
Q2 2018

Aug 15, 2018
SELL
$50.43 - $54.42 $655 - $707
-13 Reduced 0.98%
1,316 $279,000
Q2 2018

Aug 14, 2018
SELL
$50.43 - $54.42 $605 - $653
-12 Reduced 0.89%
1,329 $287,000
Q1 2018

May 14, 2018
SELL
$49.67 - $55.0 $10,480 - $11,605
-211 Reduced 13.6%
1,341 $277,000
Q3 2017

Nov 13, 2017
BUY
$48.84 - $49.29 $75,799 - $76,498
1,552
1,552 $306,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
382M
Call Options Held
151K
Put Options Held
163K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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