Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES TR
MONETA GROUP INVESTMENT ADVISORS LLC holds 540,665 shares of IVV (ISHARES TR), worth $370.3M as of 2025-Q4. The position was increased (++0.5% shares). IVV represents 2.8% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$370.3M
Current Shares
540,665
Total Value Change
+$132.1M
Total Shares Change
+105,409
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 540,665 |
+0.5% |
| $370.3M |
| 2.8% |
| $689.92 |
53 |
| 2025-Q3 | Increased | 537,962 | +2.0% | $360.1M | 2.9% | $664.41 | 54 |
| 2025-Q2 | Increased | 527,554 | +6.4% | $327.6M | 3.9% | $613.43 | 61 |
| 2025-Q1 | Increased | 495,663 | +4.4% | $278.5M | 3.8% | $552.75 | 59 |
| 2024-Q4 | Increased | 474,839 | +1.9% | $279.5M | 3.9% | $583.48 | 58 |
| 2024-Q3 | Increased | 465,913 | +7.0% | $268.7M | 3.9% | $564.81 | 61 |
| 2024-Q2 | Decreased | 435,256 | -0.8% | $238.2M | 3.8% | $536.31 | 0 |