Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES TR
MONETA GROUP INVESTMENT ADVISORS LLC holds 329,410 shares of IWD (ISHARES TR), worth $69.3M as of 2025-Q4. The position was decreased (-0.3% shares). IWD represents 0.5% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$69.3M
Current Shares
329,410
Total Value Change
+$13.4M
Total Shares Change
+8,949
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Decreased |
| 329,410 |
-0.3% |
| $69.3M |
| 0.5% |
| $211.94 |
0 |
| 2025-Q3 | Increased | 330,241 | +0.1% | $67.2M | 0.5% | $202.24 | 42 |
| 2025-Q2 | Increased | 330,078 | +1.7% | $64.1M | 0.8% | $191.58 | 42 |
| 2025-Q1 | Increased | 324,419 | +2.8% | $61M | 0.8% | $183.74 | 43 |
| 2024-Q4 | Increased | 315,448 | +0.8% | $58.4M | 0.8% | $181.36 | 42 |
| 2024-Q3 | Decreased | 312,815 | -2.4% | $59.4M | 0.9% | $184.97 | 0 |
| 2024-Q2 | Increased | 320,461 | +1.8% | $55.9M | 0.9% | $169.57 | 42 |