Proactive Wealth Strategies LLC Ishares S&P 500 Growth ETF Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
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 9,272 shares of IVW stock, worth $878,985. This represents 0.49% of its overall portfolio holdings.
Number of Shares
9,272
Previous 8,725
6.27%
Holding current value
$878,985
Previous $835,000
12.69%
% of portfolio
0.49%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,012Shares Held
429MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.34 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.25 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.09 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.7 Billion0.77% of portfolio