Moneta Group Investment Advisors LLC Ishares Tr Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 12,583 shares of IYH stock, worth $755,231. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,583

Previous 13,867 9.26%

Holding current value

$755,231

Previous $844,000 15.88%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$53.97 - $60.17 $69,297 - $77,258	-1,284 Reduced 9.26%	12,583 $710,000
Q1 2025 May 15, 2025	BUY	$58.32 - $62.76 $58 - $62	1 Added 0.01%	13,867 $844,000
Q4 2024 Feb 11, 2025	BUY	$57.53 - $65.24 $115 - $130	2 Added 0.01%	13,866 $807,000
Q3 2024 Nov 12, 2024	SELL	$60.29 - $66.38 $13,444 - $14,802	-223 Reduced 1.58%	13,864 $901,000
Q2 2024 Aug 13, 2024	BUY	$58.05 - $61.75 $13,119 - $13,955	226 Added 1.63%	14,087 $863,000
Q1 2024 Aug 13, 2024	BUY	$60.83 - $309.78 $724,424 - $3.69 Million	11,909 Added 610.09%	13,861 $857,000
Q4 2023 Feb 15, 2024	BUY	$257.23 - $286.28 $502,112 - $558,818	1,952 New	1,952 $558,000
Q1 2018 May 14, 2018	BUY	$169.12 - $192.78 $5,919 - $6,747	35 New	35 $6,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

24.5M

Call Options Held

4.9K

Put Options Held

200

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Moneta Group Investment Advisors LLC Ishares Tr Transaction History