Moneta Group Investment Advisors LLC Ishares Tr Msci Usa Esg Select 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 Msci Usa Esg Select stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 7,482 shares of SUSA stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,482

Previous 9,249 19.1%

Holding current value

$1.01 Million

Previous $1.06 Million 10.73%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$101.97 - $126.75 $180,180 - $223,967	-1,767 Reduced 19.1%	7,482 $948,000
Q1 2025 May 15, 2025	BUY	$113.22 - $126.36 $77,216 - $86,177	682 Added 7.96%	9,249 $1.06 Million
Q4 2024 Feb 11, 2025	BUY	$118.0 - $127.04 $65,608 - $70,634	556 Added 6.94%	8,567 $1.04 Million
Q3 2024 Nov 12, 2024	SELL	$108.44 - $120.37 $46,412 - $51,518	-428 Reduced 5.07%	8,011 $964,000
Q2 2024 Aug 13, 2024	BUY	$102.41 - $112.98 $409 - $451	4 Added 0.05%	8,439 $948,000
Q1 2024 Aug 13, 2024	SELL	$98.48 - $109.17 $124,281 - $137,772	-1,262 Reduced 13.01%	8,435 $920,000
Q4 2023 Feb 15, 2024	BUY	$85.36 - $100.86 $1,365 - $1,613	16 Added 0.17%	9,697 $974,000
Q3 2023 Nov 15, 2023	BUY	$89.49 - $97.11 $92,174 - $100,023	1,030 Added 11.91%	9,681 $870,000
Q2 2023 Aug 15, 2023	SELL	$85.65 - $93.64 $5,139 - $5,618	-60 Reduced 0.69%	8,651 $810,000
Q1 2023 May 15, 2023	BUY	$81.64 - $90.01 $19,430 - $21,422	238 Added 2.81%	8,711 $764,000
Q4 2022 Feb 16, 2023	BUY	$75.77 - $88.09 $522,131 - $607,028	6,891 Added 435.59%	8,473 $697,000
Q4 2022 Feb 16, 2023	SELL	$75.77 - $88.09 $740 Million - $860 Million	-9,765,267 Reduced 99.98%	1,582 $130,000
Q4 2022 Feb 15, 2023	BUY	$75.77 - $88.09 $739 Million - $860 Million	9,757,825 Added 108131.93%	9,766,849 $804 Million
Q3 2022 Nov 14, 2022	SELL	$75.91 - $92.66 $135,347 - $165,212	-1,783 Reduced 16.5%	9,024 $685,000
Q2 2022 Aug 15, 2022	BUY	$78.1 - $97.98 $81,067 - $101,703	1,038 Added 10.63%	10,807 $872,000
Q1 2022 May 11, 2022	BUY	$89.45 - $106.35 $90,076 - $107,094	1,007 Added 11.49%	9,769 $946,000
Q4 2021 Feb 11, 2022	BUY	$95.76 - $106.67 $27,674 - $30,827	289 Added 3.41%	8,762 $931,000
Q3 2021 Nov 12, 2021	BUY	$94.69 - $101.93 $128,399 - $138,217	1,356 Added 19.05%	8,473 $813,000
Q2 2021 Aug 13, 2021	BUY	$88.83 - $95.54 $58,716 - $63,151	661 Added 10.24%	7,117 $680,000
Q1 2021 May 14, 2021	BUY	$81.34 - $87.82 $11,468 - $12,382	141 Added 2.23%	6,456 $567,000
Q4 2020 Feb 12, 2021	BUY	$72.19 - $82.34 $228,120 - $260,194	3,160 Added 100.16%	6,315 $520,000
Q3 2020 Nov 13, 2020	BUY	$67.13 - $78.5 $32,625 - $38,151	486 Added 18.21%	3,155 $464,000
Q2 2020 Aug 12, 2020	BUY	$52.49 - $69.03 $20,051 - $26,369	382 Added 16.7%	2,669 $357,000
Q1 2020 May 13, 2020	BUY	$47.53 - $70.87 $4,087 - $6,094	86 Added 3.91%	2,287 $251,000
Q4 2019 Feb 11, 2020	BUY	$59.6 - $67.25 $59 - $67	1 Added 0.05%	2,201 $295,000
Q3 2019 Nov 12, 2019	BUY	$61.15 - $62.5 $61 - $62	1 Added 0.05%	2,200 $272,000
Q1 2019 May 15, 2019	SELL	N/A	-2 Reduced 0.09%	2,199 $260,000
Q4 2018 Feb 11, 2019	BUY	N/A	1 Added 0.05%	2,201 $227,000
Q1 2018 May 14, 2018	BUY	N/A	1,310 Added 147.19%	2,200 $244,000
Q4 2017 Feb 13, 2018	BUY	N/A	890	890 $99,000

Others Institutions Holding SUSA

# of Institutions

547

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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Moneta Group Investment Advisors LLC Ishares Tr Msci Usa Esg Select Transaction History