Moneta Group Investment Advisors LLC Ishares Tr Russell 200 Growth Transaction History

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,954 shares of IWY stock, worth $815,451. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,954
Previous 2,413 22.42%
Holding current value
$815,451
Previous $594,000 36.03%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$243.93 - $275.62 $131,966 - $149,110
541 Added 22.42%
2,954 $808,000
Q2 2025

Aug 14, 2025
BUY
$187.5 - $246.51 $41,625 - $54,725
222 Added 10.13%
2,413 $594,000
Q1 2025

May 15, 2025
BUY
$210.19 - $243.33 $460,526 - $533,136
2,191 New
2,191 $462,000

Others Institutions Holding IWY

# of Institutions
668
Shares Held
54.7M
Call Options Held
6.9K
Put Options Held
4.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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