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

MONETA GROUP INVESTMENT ADVISORS LLC holds 370,632 shares of IVE (ISHARES TR), worth $78.3M as of 2026-Q1. The position was increased (+1.9% shares). IVE represents 0.6% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$78.3M

Current Shares

370,632

Total Value Change

+$17.9M

Total Shares Change

+39,209

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
370,632
+1.9%
$78.3M0.6%$219.98
43
2025-Q4
Decreased
363,813
-1.6%
$77.2M0.6%$213.56
0
2025-Q3
Increased
369,806
+3.1%
$76.4M0.6%$204.84
43
2025-Q2
Increased
358,694
+2.0%
$70.1M0.8%$192.62
43
2025-Q1
Increased
351,642
+7.9%
$67M0.9%$186.32
45
2024-Q4
Decreased
325,880
-0.9%
$62.2M0.9%$187.40
0
2024-Q3
Decreased
328,719
-0.8%
$64.8M0.9%$192.13
0
2024-Q2
Decreased
331,423
-1.0%
$60.3M1.0%$176.93
0

Other major holders of IVE: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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