How many shares of IVV does MONETA GROUP INVESTMENT ADVISORS LLC own?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC holds 580,170 shares of IVV (ISHARES CORE S&P 500 ETF).

What is MONETA GROUP INVESTMENT ADVISORS LLC's IVV position worth?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC's IVV position is worth $434.5M.

Is MONETA GROUP INVESTMENT ADVISORS LLC buying or selling IVV?

In 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC increased their IVV position (+5.3% change in shares).

When did MONETA GROUP INVESTMENT ADVISORS LLC first buy IVV?

Based on available 13F filings, MONETA GROUP INVESTMENT ADVISORS LLC first reported a position in IVV in 2019-Q1. They have held the position across 30 quarters.

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MONETA GROUP INVESTMENT ADVISORS LLC

IVV
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES CORE S&P 500 ETF

Current Value

$434.5M

Current Shares

580,170

Total Value Change

+$412.5M

Total Shares Change

+503,051

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	580,170	+5.3%	$434.5M	3.2%	$748.89	60
2026-Q1	Increased	550,875	+1.9%	$359.8M	2.7%	$651.46	54
2025-Q4	Increased	540,665	+0.5%	$370.3M	2.8%	$681.29	53
2025-Q3	Increased	537,962	+2.0%	$360.1M	2.9%	$663.39	54
2025-Q2	Increased	527,554	+6.4%	$327.6M	3.9%	$613.57	61
2025-Q1	Increased	495,663	+4.4%	$278.5M	3.8%	$553.53	59
2024-Q4	Increased	474,839	+1.9%	$279.5M	3.9%	$578.12	58
2024-Q3	Increased	465,913	+7.0%	$268.7M	3.9%	$564.49	61
2024-Q2	Decreased	435,256	-0.8%	$238.2M	3.8%	$536.31	0
2024-Q1	Increased	438,831	+19.0%	$230.7M	3.8%	$513.70	66
2023-Q4	Increased	368,818	+7.5%	$176.2M	3.5%	$465.22	60
2023-Q3	Increased	342,977	+12.8%	$147.3M	3.3%	$416.59	63
2023-Q2	Increased	304,057	+24.9%	$135.5M	3.0%	$428.12	68
2023-Q1	Increased	243,486	+44.0%	$100.1M	2.4%	$393.63	69
2022-Q4	Increased	169,123	+1.5%	$69.1M	1.9%	$368.33	47
2022-Q3	Decreased	166,697	-2.0%	$59.8M	2.3%	$340.52	0
2022-Q2	Increased	170,049	+26.7%	$64.5M	2.2%	$358.14	63
2022-Q1	Decreased	134,189	-10.0%	$60.9M	2.4%	$427.21	0
2021-Q4	Increased	149,037	+11.1%	$71.1M	2.9%	$447.67	56
2021-Q3	Increased	134,165	+10.8%	$57.8M	2.7%	$403.05	56
2021-Q2	Increased	121,055	+5.4%	$52M	2.4%	$400.69	53
2021-Q1	Increased	114,871	+25.3%	$45.7M	2.4%	$369.70	61
2020-Q4	Decreased	91,678	-2.9%	$34.4M	2.5%	$347.68	0
2020-Q3	Increased	94,427	+10.3%	$31.7M	2.8%	$309.89	55
2020-Q2	Decreased	85,640	-13.5%	$26.5M	2.5%	$284.28	0
2020-Q1	Increased	99,040	+12.6%	$25.6M	2.7%	$236.22	55
2019-Q4	Increased	87,953	+0.2%	$28.4M	2.4%	$294.56	49
2019-Q3	Increased	87,780	+17.1%	$26.2M	2.4%	$269.53	57
2019-Q2	Decreased	74,952	-2.8%	$22.1M	2.2%	$266.17	0
2019-Q1	New	77,119	-	$21.9M	2.3%	$255.40	74

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

IVV30 quarters

IVV
30 quarters