Moneta Group Investment Advisors LLC Ishares Tr Russell 200 ETF 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 Russell 200 ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,707 shares of IWL stock, worth $287,032. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,707
Previous 1,707
-0.0%
Holding current value
$287,032
Previous $261,000
8.43%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.509KShares$85.6 Million11.07% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio