Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES TR
MONETA GROUP INVESTMENT ADVISORS LLC holds 354,938 shares of IWD (ISHARES TR), worth $75.8M as of 2026-Q1. The position was increased (+7.8% shares). IWD represents 0.6% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$75.8M
Current Shares
354,938
Total Value Change
+$19.9M
Total Shares Change
+34,477
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 354,938 |
+7.8% |
| $75.8M |
| 0.6% |
| $222.27 |
45 |
| 2025-Q4 | 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 |