Moneta Group Investment Advisors LLC Ishares Tr Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,245 shares of IYR stock, worth $595,335. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,245

Previous 6,193 0.84%

Holding current value

$595,335

Previous $630,000 7.78%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$90.74 - $102.87 $4,718 - $5,349	52 Added 0.84%	6,245 $581,000
Q3 2024 Nov 12, 2024	BUY	$86.93 - $103.61 $3,824 - $4,558	44 Added 0.72%	6,193 $630,000
Q2 2024 Aug 13, 2024	BUY	$81.6 - $89.23 $3,100 - $3,390	38 Added 0.62%	6,149 $539,000
Q1 2024 Aug 13, 2024	BUY	$85.32 - $92.22 $9,641 - $10,420	113 Added 1.88%	6,111 $549,000
Q4 2023 Feb 15, 2024	SELL	$73.28 - $92.46 $14,362 - $18,122	-196 Reduced 3.16%	5,998 $548,000
Q3 2023 Nov 15, 2023	BUY	$77.12 - $89.86 $4,704 - $5,481	61 Added 0.99%	6,194 $483,000
Q2 2023 Aug 15, 2023	BUY	$80.51 - $86.54 $2,012 - $2,163	25 Added 0.41%	6,133 $530,000
Q1 2023 May 15, 2023	BUY	$78.73 - $95.24 $480,882 - $581,725	6,108 New	6,108 $518,000

Others Institutions Holding IYR

# of Institutions

617

Shares Held

57.5M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Moneta Group Investment Advisors LLC Ishares Tr Transaction History