Moneta Group Investment Advisors LLC Ishares Tr 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 stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 8,141 shares of IYR stock, worth $772,418. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,141
Previous 6,840 19.02%
Holding current value
$772,418
Previous $648,000 21.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$94.16 - $98.46 $122,502 - $128,096
1,301 Added 19.02%
8,141 $790,000
Q2 2025

Aug 14, 2025
BUY
$84.48 - $96.25 $34,974 - $39,847
414 Added 6.44%
6,840 $648,000
Q1 2025

May 15, 2025
BUY
$89.49 - $98.98 $16,197 - $17,915
181 Added 2.9%
6,426 $615,000
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
576
Shares Held
49.2M
Call Options Held
8.26M
Put Options Held
4.65M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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