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IDVIDV
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Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES TR

MONETA GROUP INVESTMENT ADVISORS LLC holds 13,812 shares of IDV (ISHARES TR), worth $572,227 as of 2026-Q2. The position was decreased (-71.1% shares). IDV represents 0.0% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$572,227

Current Shares

13,812

Total Value Change

+$65,456

Total Shares Change

-2,952

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13,812
-71.1%
$572,2270.0%$41.43
0
2026-Q1
Decreased
47,746
-3.4%
$2M0.0%$42.65
0
2025-Q4
Increased
49,415
+199.4%
$1.9M0.0%$39.64
42
2025-Q3
Increased
16,503
+3.0%
$603,1870.0%$35.94
25
2025-Q2
Increased
16,014
+2.7%
$552,6360.0%$33.51
25
2025-Q1
Increased
15,594
+0.0%
$483,7180.0%$29.72
24
2024-Q4
Decreased
15,589
-7.0%
$426,8160.0%$25.87
0
2024-Q3
Decreased
16,764
-13.6%
$506,7710.0%$28.46
0

Other major holders of IDV: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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