Moneta Group Investment Advisors LLC Ishares Tr Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 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 13,867 shares of IYH stock, worth $762,130. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,867
Previous 13,866 0.01%
Holding current value
$762,130
Previous $807,000 4.58%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
557
Shares Held
24.3M
Call Options Held
8K
Put Options Held
4.5K
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email