Moneta Group Investment Advisors LLC Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,813 shares of IWV stock, worth $1.61 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,813
Previous 4,750 1.33%
Holding current value
$1.61 Million
Previous $1.59 Million 3.72%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2025
BUY
$313.1 - $349.83 $19,725 - $22,039
63 Added 1.33%
4,813 $1.53 Million
Q4 2024

Feb 11, 2025
SELL
$323.08 - $349.08 $5,815 - $6,283
-18 Reduced 0.38%
4,750 $1.59 Million
Q3 2024

Nov 12, 2024
SELL
$294.75 - $326.73 $25,348 - $28,098
-86 Reduced 1.77%
4,768 $1.56 Million
Q2 2024

Aug 13, 2024
SELL
$283.16 - $309.9 $239,270 - $261,865
-845 Reduced 14.83%
4,854 $1.5 Million
Q1 2024

Aug 13, 2024
BUY
$268.36 - $300.08 $61,722 - $69,018
230 Added 4.21%
5,699 $1.71 Million
Q4 2023

Feb 15, 2024
BUY
$234.36 - $274.87 $7,265 - $8,520
31 Added 0.57%
5,469 $1.5 Million
Q3 2023

Nov 15, 2023
SELL
$243.9 - $263.56 $1.8 Million - $1.95 Million
-7,384 Reduced 57.59%
5,438 $1.33 Million
Q2 2023

Aug 15, 2023
SELL
$231.57 - $254.48 $1.38 Million - $1.51 Million
-5,940 Reduced 31.66%
12,822 $3.26 Million
Q1 2023

May 15, 2023
BUY
$218.83 - $242.18 $260,407 - $288,194
1,190 Added 6.77%
18,762 $4.42 Million
Q4 2022

Feb 16, 2023
BUY
$206.89 - $235.47 $3.31 Million - $3.77 Million
15,990 Added 1010.75%
17,572 $3.88 Million
Q4 2022

Feb 16, 2023
SELL
$206.89 - $235.47 $4.21 Billion - $4.79 Billion
-20,339,500 Reduced 99.99%
1,582 $349,000
Q4 2022

Feb 15, 2023
BUY
$206.89 - $235.47 $4.21 Billion - $4.79 Billion
20,338,242 Added 716135.25%
20,341,082 $4.49 Billion
Q3 2022

Nov 14, 2022
SELL
$207.04 - $249.4 $57,764 - $69,582
-279 Reduced 8.95%
2,840 $588,000
Q2 2022

Aug 15, 2022
BUY
$210.65 - $265.31 $82,996 - $104,532
394 Added 14.46%
3,119 $678,000
Q1 2022

May 11, 2022
BUY
$242.02 - $279.09 $6,292 - $7,256
26 Added 0.96%
2,725 $715,000
Q4 2021

Feb 11, 2022
BUY
$254.66 - $279.11 $210,603 - $230,823
827 Added 44.18%
2,699 $749,000
Q3 2021

Nov 12, 2021
BUY
$251.89 - $269.0 $26,700 - $28,514
106 Added 6.0%
1,872 $477,000
Q1 2021

May 14, 2021
SELL
$220.59 - $239.53 $220 - $239
-1 Reduced 0.06%
1,766 $419,000
Q4 2020

Feb 12, 2021
SELL
$191.94 - $223.55 $4,990 - $5,812
-26 Reduced 1.45%
1,767 $395,000
Q3 2020

Nov 13, 2020
SELL
$180.98 - $208.68 $24,251 - $27,963
-134 Reduced 6.95%
1,793 $351,000
Q2 2020

Aug 12, 2020
SELL
$141.33 - $188.81 $141 - $188
-1 Reduced 0.05%
1,927 $347,000
Q1 2020

May 13, 2020
BUY
$128.35 - $198.13 $27,466 - $42,399
214 Added 12.49%
1,928 $286,000
Q4 2019

Feb 11, 2020
BUY
$168.6 - $189.08 $2,697 - $3,025
16 Added 0.94%
1,714 $323,000
Q3 2019

Nov 12, 2019
BUY
$172.91 - $176.69 $77,982 - $79,687
451 Added 36.17%
1,698 $295,000
Q2 2019

Aug 16, 2019
SELL
N/A
-3,967 Reduced 76.08%
1,247 $215,000
Q2 2019

Aug 13, 2019
BUY
N/A
3,966 Added 317.79%
5,214 $215,000
Q1 2019

May 16, 2019
SELL
N/A
-1,751 Reduced 58.39%
1,248 $208,000
Q1 2019

May 15, 2019
BUY
N/A
1,365 Added 83.54%
2,999 $208,000
Q4 2018

Feb 11, 2019
SELL
N/A
-201 Reduced 10.95%
1,634 $240,000
Q3 2018

Nov 13, 2018
SELL
N/A
-72 Reduced 3.78%
1,835 $316,000
Q2 2018

Aug 14, 2018
BUY
N/A
72 Added 3.92%
1,907 $320,000
Q1 2018

May 14, 2018
BUY
N/A
1,345 Added 274.49%
1,835 $287,000
Q4 2017

Feb 13, 2018
BUY
N/A
490
490 $78,000

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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