Moneta Group Investment Advisors LLC Ishares Russell Midcap Value E Transaction History

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 179,375 shares of IWS stock, worth $24.7 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
179,375
Previous 180,420 0.58%
Holding current value
$24.7 Million
Previous $23.8 Million 5.09%
% of portfolio
0.2%
Previous 0.29%

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$132.83 - $140.61 $138,807 - $146,937
-1,045 Reduced 0.58%
179,375 $25.1 Million
Q2 2025

Aug 14, 2025
BUY
$110.58 - $132.14 $1.17 Million - $1.39 Million
10,554 Added 6.21%
180,420 $23.8 Million
Q1 2025

May 15, 2025
BUY
$122.59 - $135.24 $602,039 - $664,163
4,911 Added 2.98%
169,866 $21.4 Million
Q4 2024

Feb 11, 2025
BUY
$128.08 - $140.32 $472,999 - $518,201
3,693 Added 2.29%
164,955 $21.3 Million
Q3 2024

Nov 12, 2024
SELL
$119.52 - $132.25 $6,932 - $7,670
-58 Reduced 0.04%
161,262 $21.3 Million
Q2 2024

Aug 13, 2024
SELL
$117.31 - $125.13 $130,800 - $139,519
-1,115 Reduced 0.69%
161,320 $19.5 Million
Q1 2024

Aug 13, 2024
BUY
$112.43 - $125.33 $5.71 Million - $6.37 Million
50,788 Added 45.49%
162,435 $20.4 Million
Q4 2023

Feb 15, 2024
BUY
$97.63 - $117.08 $1.14 Million - $1.37 Million
11,664 Added 11.67%
111,647 $13 Million
Q3 2023

Nov 15, 2023
BUY
$103.48 - $114.68 $1.37 Million - $1.52 Million
13,257 Added 15.29%
99,983 $10.4 Million
Q2 2023

Aug 15, 2023
BUY
$101.5 - $109.84 $251,923 - $272,622
2,482 Added 2.95%
86,726 $9.53 Million
Q1 2023

May 15, 2023
BUY
$100.22 - $116.23 $1.03 Million - $1.2 Million
10,327 Added 13.97%
84,244 $8.95 Million
Q4 2022

Feb 16, 2023
BUY
$96.57 - $111.69 $6.99 Million - $8.08 Million
72,335 Added 4572.38%
73,917 $7.79 Million
Q4 2022

Feb 16, 2023
SELL
$96.57 - $111.69 $8.18 Billion - $9.46 Billion
-84,735,042 Reduced 100.0%
1,582 $166,000
Q4 2022

Feb 15, 2023
BUY
$96.57 - $111.69 $8.18 Billion - $9.46 Billion
84,666,098 Added 120049.48%
84,736,624 $8.93 Billion
Q3 2022

Nov 14, 2022
SELL
$96.05 - $115.74 $696,650 - $839,462
-7,253 Reduced 9.33%
70,526 $6.77 Million
Q2 2022

Aug 15, 2022
BUY
$99.42 - $121.64 $3.64 Million - $4.45 Million
36,564 Added 88.72%
77,779 $7.9 Million
Q1 2022

May 11, 2022
BUY
$112.23 - $123.59 $97,976 - $107,894
873 Added 2.16%
41,215 $4.93 Million
Q4 2021

Feb 11, 2022
BUY
$114.04 - $122.75 $21,895 - $23,568
192 Added 0.48%
40,342 $4.94 Million
Q3 2021

Nov 12, 2021
SELL
$110.67 - $119.04 $11,067 - $11,904
-100 Reduced 0.25%
40,150 $4.55 Million
Q2 2021

Aug 13, 2021
BUY
$110.51 - $117.85 $177,258 - $189,031
1,604 Added 4.15%
40,250 $4.63 Million
Q1 2021

May 14, 2021
BUY
$95.27 - $111.97 $55,161 - $64,830
579 Added 1.52%
38,646 $4.22 Million
Q4 2020

Feb 12, 2021
BUY
$80.93 - $96.96 $104,480 - $125,175
1,291 Added 3.51%
38,067 $3.69 Million
Q3 2020

Nov 13, 2020
BUY
$74.79 - $85.06 $2.01 Million - $2.28 Million
26,819 Added 269.35%
36,776 $2.97 Million
Q2 2020

Aug 12, 2020
BUY
$59.9 - $85.49 $88,951 - $126,952
1,485 Added 17.53%
9,957 $762,000
Q1 2020

May 13, 2020
BUY
$54.38 - $96.81 $92,337 - $164,383
1,698 Added 25.07%
8,472 $543,000
Q4 2019

Feb 11, 2020
BUY
$86.25 - $94.77 $45,798 - $50,322
531 Added 8.51%
6,774 $642,000
Q3 2019

Nov 12, 2019
SELL
$84.39 - $91.13 $655,710 - $708,080
-7,770 Reduced 55.45%
6,243 $560,000
Q2 2019

Aug 16, 2019
BUY
$83.93 - $89.74 $1.17 Million - $1.25 Million
13,915 Added 14198.98%
14,013 $1.25 Million
Q2 2019

Aug 13, 2019
SELL
$83.93 - $89.74 $1.32 Million - $1.42 Million
-15,778 Reduced 99.38%
98 $1.25 Million
Q1 2019

May 16, 2019
BUY
$75.3 - $87.47 $269,574 - $313,142
3,580 Added 29.12%
15,876 $1.38 Million
Q1 2019

May 15, 2019
SELL
$75.3 - $87.47 $210,237 - $244,216
-2,792 Reduced 18.5%
12,296 $1.38 Million
Q4 2018

Feb 11, 2019
BUY
$72.26 - $90.19 $59,686 - $74,496
826 Added 5.79%
15,088 $1.15 Million
Q3 2018

Nov 13, 2018
BUY
$88.08 - $92.33 $5,637 - $5,909
64 Added 0.45%
14,262 $1.29 Million
Q2 2018

Aug 15, 2018
SELL
$84.61 - $90.01 $22,083 - $23,492
-261 Reduced 1.81%
14,198 $1.26 Million
Q2 2018

Aug 14, 2018
SELL
$84.61 - $90.01 $109,908 - $116,922
-1,299 Reduced 8.24%
14,459 $1.29 Million
Q4 2017

Feb 13, 2018
SELL
$85.33 - $89.5 $39,251 - $41,170
-460 Reduced 2.84%
15,758 $1.41 Million
Q3 2017

Nov 13, 2017
BUY
$84.38 - $84.93 $1.37 Million - $1.38 Million
16,218
16,218 $1.38 Million

Others Institutions Holding IWS

# of Institutions
1,060
Shares Held
93.6M
Call Options Held
17.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
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More about IWS
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