Moneta Group Investment Advisors LLC Ishares Russell2000 Val 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 Russell2000 Val ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 74,380 shares of IWN stock, worth $13 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
74,380
Previous 81,140 8.33%
Holding current value
$13 Million
Previous $12.8 Million 2.74%
% of portfolio
0.11%
Previous 0.16%

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$157.1 - $178.94 $1.06 Million - $1.21 Million
-6,760 Reduced 8.33%
74,380 $13.2 Million
Q2 2025

Aug 14, 2025
SELL
$131.84 - $157.76 $1.48 Million - $1.77 Million
-11,191 Reduced 12.12%
81,140 $12.8 Million
Q1 2025

May 15, 2025
SELL
$149.27 - $169.4 $274,656 - $311,696
-1,840 Reduced 1.95%
92,331 $13.9 Million
Q4 2024

Feb 11, 2025
SELL
$162.69 - $181.35 $626,193 - $698,016
-3,849 Reduced 3.93%
94,171 $15.5 Million
Q3 2024

Nov 12, 2024
SELL
$150.05 - $171.34 $262,887 - $300,187
-1,752 Reduced 1.76%
98,020 $16.4 Million
Q2 2024

Aug 13, 2024
SELL
$146.03 - $158.93 $809,006 - $880,472
-5,540 Reduced 5.26%
99,772 $15.2 Million
Q1 2024

Aug 13, 2024
BUY
$145.61 - $158.81 $4.24 Million - $4.63 Million
29,147 Added 38.27%
105,312 $16.7 Million
Q4 2023

Feb 15, 2024
SELL
$125.51 - $158.2 $229,055 - $288,715
-1,825 Reduced 2.34%
76,165 $11.8 Million
Q3 2023

Nov 15, 2023
BUY
$133.8 - $151.24 $1.17 Million - $1.33 Million
8,761 Added 12.66%
77,990 $10.6 Million
Q2 2023

Aug 15, 2023
BUY
$128.93 - $142.33 $74,650 - $82,409
579 Added 0.84%
69,229 $9.75 Million
Q1 2023

May 15, 2023
BUY
$130.78 - $156.96 $1.05 Million - $1.26 Million
8,010 Added 13.21%
68,650 $9.41 Million
Q4 2022

Feb 16, 2023
BUY
$131.32 - $149.64 $7.76 Million - $8.84 Million
59,058 Added 3733.12%
60,640 $8.41 Million
Q4 2022

Feb 16, 2023
SELL
$131.32 - $149.64 $9.65 Billion - $11 Billion
-73,500,625 Reduced 100.0%
1,582 $219,000
Q4 2022

Feb 15, 2023
BUY
$131.32 - $149.64 $9.64 Billion - $11 Billion
73,429,036 Added 100352.65%
73,502,207 $10.2 Billion
Q3 2022

Nov 14, 2022
SELL
$128.93 - $159.38 $1.68 Million - $2.08 Million
-13,050 Reduced 15.14%
73,171 $9.43 Million
Q2 2022

Aug 15, 2022
BUY
$134.47 - $162.71 $1.93 Million - $2.34 Million
14,356 Added 19.98%
86,221 $11.7 Million
Q1 2022

May 11, 2022
SELL
$151.25 - $169.21 $112,832 - $126,230
-746 Reduced 1.03%
71,865 $11.6 Million
Q4 2021

Feb 11, 2022
SELL
$157.31 - $176.88 $273,404 - $307,417
-1,738 Reduced 2.34%
72,611 $12.1 Million
Q3 2021

Nov 12, 2021
BUY
$152.99 - $167.43 $252,739 - $276,594
1,652 Added 2.27%
74,349 $11.9 Million
Q2 2021

Aug 13, 2021
SELL
$156.91 - $173.97 $610,066 - $676,395
-3,888 Reduced 5.08%
72,697 $12.1 Million
Q1 2021

May 14, 2021
BUY
$130.0 - $169.53 $167,830 - $218,863
1,291 Added 1.71%
76,585 $12.2 Million
Q4 2020

Feb 12, 2021
SELL
$100.9 - $132.3 $1.84 Million - $2.41 Million
-18,243 Reduced 19.5%
75,294 $9.92 Million
Q3 2020

Nov 13, 2020
BUY
$91.58 - $108.28 $645,639 - $763,374
7,050 Added 8.15%
93,537 $9.29 Million
Q2 2020

Aug 12, 2020
SELL
$74.44 - $109.12 $11.8 Million - $17.2 Million
-157,924 Reduced 64.61%
86,487 $8.43 Million
Q1 2020

May 13, 2020
SELL
$71.79 - $129.5 $3.97 Million - $7.15 Million
-55,239 Reduced 18.43%
244,411 $20 Million
Q4 2019

Feb 11, 2020
SELL
$115.48 - $129.0 $572,318 - $639,324
-4,956 Reduced 1.63%
299,650 $38.5 Million
Q3 2019

Nov 12, 2019
SELL
$110.84 - $123.96 $1.75 Million - $1.96 Million
-15,817 Reduced 4.94%
304,606 $36.4 Million
Q2 2019

Aug 16, 2019
BUY
$114.14 - $126.06 $34.3 Million - $37.9 Million
300,502 Added 1508.47%
320,423 $38.6 Million
Q2 2019

Aug 13, 2019
SELL
$114.14 - $126.06 $37.8 Million - $41.8 Million
-331,222 Reduced 94.33%
19,921 $38.6 Million
Q1 2019

May 15, 2019
SELL
$107.18 - $125.8 $1.9 Million - $2.23 Million
-17,687 Reduced 4.8%
351,143 $42.1 Million
Q4 2018

Feb 11, 2019
SELL
$102.04 - $131.92 $3.22 Million - $4.16 Million
-31,561 Reduced 7.88%
368,830 $39.7 Million
Q3 2018

Nov 13, 2018
SELL
$132.46 - $137.1 $3 Million - $3.11 Million
-22,682 Reduced 5.36%
400,391 $53.3 Million
Q2 2018

Aug 15, 2018
SELL
$119.36 - $135.64 $125,447 - $142,557
-1,051 Reduced 0.25%
423,073 $55.8 Million
Q2 2018

Aug 14, 2018
BUY
$119.36 - $135.64 $1.59 Million - $1.81 Million
13,329 Added 3.24%
424,124 $56.6 Million
Q1 2018

May 14, 2018
BUY
$118.48 - $130.86 $8.89 Million - $9.82 Million
75,068 Added 22.36%
410,795 $50.1 Million
Q4 2017

Feb 13, 2018
SELL
$121.05 - $128.04 $9.18 Million - $9.71 Million
-75,832 Reduced 18.43%
335,727 $42.2 Million
Q3 2017

Nov 13, 2017
BUY
$121.64 - $124.12 $50.1 Million - $51.1 Million
411,559
411,559 $51.1 Million

Others Institutions Holding IWN

# of Institutions
1,125
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email