Ishares Tr dev val factor shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $539k | 15k | 35.48 |
| 2025-06-30 | $505k | 15k | 32.89 |
| 2025-03-31 | $465k | 15k | 30.31 |
| 2024-12-31 | $416k | 15k | 27.11 |
| 2024-09-30 | $483k | 16k | 29.53 |
| 2024-06-30 | $493k | 18k | 27.44 |
| 2024-03-31 | $433k | 15k | 28.23 |
| 2023-12-31 | $408k | 15k | 26.51 |
| 2023-09-30 | $390k | 15k | 25.36 |
| 2023-06-30 | $392k | 15k | 25.45 |
More positions owned by Moneta Group Investment Advisors
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