Proactive Wealth Strategies LLC Ishares S&P 500 Growth ETF Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 8,731 shares of IVW stock, worth $1.06 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
8,731
Previous 8,753 0.25%
Holding current value
$1.06 Million
Previous $964,000 9.34%
% of portfolio
0.49%
Previous 0.46%

Shares

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

Nov 05, 2025
SELL
$108.97 - $121.65 $2,397 - $2,676
-22 Reduced 0.25%
8,731 $1.05 Million
Q2 2025

Aug 13, 2025
SELL
$82.96 - $110.1 $48,946 - $64,959
-590 Reduced 6.31%
8,753 $964,000
Q1 2025

Apr 23, 2025
BUY
$92.45 - $106.69 $6,563 - $7,574
71 Added 0.77%
9,343 $867,000
Q4 2024

Jan 31, 2025
BUY
$94.43 - $105.47 $51,653 - $57,692
547 Added 6.27%
9,272 $941,000
Q3 2024

Nov 04, 2024
BUY
$84.77 - $97.13 $739,618 - $847,459
8,725 New
8,725 $835,000

Others Institutions Holding IVW

# of Institutions
2,174
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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