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 2,218 shares of IYY stock, worth $319,325. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,218
Previous 2,200 0.82%
Holding current value
$319,325
Previous $314,000 4.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
BUY
$134.05 - $149.75 $2,412 - $2,695
18 Added 0.82%
2,218 $301,000
Q1 2024

Aug 13, 2024
SELL
$114.26 - $128.09 $2,285 - $2,561
-20 Reduced 0.9%
2,200 $281,000
Q3 2023

Nov 15, 2023
BUY
$103.92 - $112.08 $230,702 - $248,817
2,220 New
2,220 $231,000

Others Institutions Holding IYY

# of Institutions
276
Shares Held
3.64M
Call Options Held
5.7K
Put Options Held
0
View Full List

About ISHARES TR

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