Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES TR
MONETA GROUP INVESTMENT ADVISORS LLC holds 1.3M shares of IVW (ISHARES TR), worth $145.4M as of 2026-Q1. The position was increased (+1.3% shares). IVW represents 1.1% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$145.4M
Current Shares
1.3M
Total Value Change
+$31.7M
Total Shares Change
+57,001
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 1.3M |
+1.3% |
| $145.4M |
| 1.1% |
| $118.67 |
48 |
| 2025-Q4 | Decreased | 1.3M | -1.8% | $156.5M | 1.2% | $124.16 | 0 |
| 2025-Q3 | Increased | 1.3M | +2.4% | $156.1M | 1.2% | $120.03 | 49 |
| 2025-Q2 | Increased | 1.3M | +1.1% | $139.1M | 1.7% | $109.25 | 48 |
| 2025-Q1 | Increased | 1.2M | +5.5% | $116M | 1.6% | $92.24 | 50 |
| 2024-Q4 | Decreased | 1.2M | -2.9% | $120.3M | 1.7% | $101.96 | 0 |
| 2024-Q3 | Decreased | 1.2M | -0.7% | $116.8M | 1.7% | $94.72 | 0 |
| 2024-Q2 | Decreased | 1.2M | -1.5% | $113.7M | 1.8% | $91.87 | 0 |