Proactive Wealth Strategies LLC Ishares Morningstar Value ETF Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,383 shares of ILCV stock, worth $403,323. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,383
Previous 4,392 0.2%
Holding current value
$403,323
Previous $366,000 7.65%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Nov 05, 2025
SELL
$82.86 - $90.02 $745 - $810
-9 Reduced 0.2%
4,383 $394,000
Q2 2025

Aug 13, 2025
BUY
$72.16 - $83.39 $1,515 - $1,751
21 Added 0.48%
4,392 $366,000
Q1 2025

Apr 23, 2025
BUY
$79.37 - $85.24 $1,587 - $1,704
20 Added 0.46%
4,371 $356,000
Q4 2024

Jan 31, 2025
BUY
$80.23 - $85.43 $1,765 - $1,879
22 Added 0.51%
4,351 $352,000
Q3 2024

Nov 04, 2024
BUY
$75.47 - $82.2 $326,709 - $355,843
4,329 New
4,329 $356,000

Others Institutions Holding ILCV

# of Institutions
191
Shares Held
9.48M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

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