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 $156.5M as of 2025-Q4. The position was decreased (-1.8% shares). IVW represents 1.2% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$156.5M
Current Shares
1.3M
Total Value Change
+$42.8M
Total Shares Change
+41,143
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
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 |