Moneta Group Investment Advisors LLC Ishares Tr Edge Msci Intl Valu Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 15,198 shares of IVLU stock, worth $561,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,198

Previous 15,346 0.96%

Holding current value

$561,262

Previous $504,000 6.94%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$32.53 - $35.69 $4,814 - $5,282	-148 Reduced 0.96%	15,198 $539,000
Q4 2024 Feb 11, 2025	SELL	$26.65 - $29.34 $26,916 - $29,633	-1,010 Reduced 6.18%	15,346 $416,000
Q3 2024 Nov 12, 2024	SELL	$26.43 - $29.86 $42,420 - $47,925	-1,605 Reduced 8.94%	16,356 $482,000
Q2 2024 Aug 13, 2024	BUY	$27.14 - $29.24 $70,971 - $76,462	2,615 Added 17.04%	17,961 $492,000
Q1 2024 Aug 13, 2024	SELL	$25.93 - $28.27 $1,140 - $1,243	-44 Reduced 0.29%	15,346 $433,000

Q4 2023 Feb 15, 2024	BUY	$23.94 - $26.72 $23 - $26	1 Added 0.01%	15,390 $407,000
Q2 2023 Aug 15, 2023	BUY	$24.42 - $25.75 $375,799 - $396,266	15,389 New	15,389 $391,000

Others Institutions Holding IVLU

# of Institutions

337

Shares Held

61M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
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Industry ETFs

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Moneta Group Investment Advisors LLC Ishares Tr Edge Msci Intl Valu Transaction History