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IVEIVE
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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 367,341 shares of IVE (ISHARES TR), worth $83.4M as of 2026-Q2. The position was decreased (-0.9% shares). IVE represents 0.6% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$83.4M

Current Shares

367,341

Total Value Change

+$18.6M

Total Shares Change

+38,622

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
367,341
-0.9%
$83.4M0.6%$226.16
0
2026-Q1
Increased
370,632
+1.9%
$78.3M0.6%$209.49
43
2025-Q4
Decreased
363,813
-1.6%
$77.2M0.6%$209.63
0
2025-Q3
Increased
369,806
+3.1%
$76.4M0.6%$203.18
43
2025-Q2
Increased
358,694
+2.0%
$70.1M0.8%$191.45
43
2025-Q1
Increased
351,642
+7.9%
$67M0.9%$185.92
45
2024-Q4
Decreased
325,880
-0.9%
$62.2M0.9%$185.48
0
2024-Q3
Decreased
328,719
-0.8%
$64.8M0.9%$190.56
0

Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, ENVESTNET ASSET MANAGEMENT INC

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