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

Proactive Wealth Strategies LLC

  • $192 Million
  • Q4 2024

A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 1,077 shares of IVV stock, worth $651,218. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,077
Previous 866 24.36%
Holding current value
$651,218
Previous $499,000 27.05%
% of portfolio
0.33%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$570.51 - $610.59 $120,377 - $128,834
211 Added 24.36%
1,077 $634,000
Q3 2024

Nov 04, 2024
BUY
$520.18 - $576.82 $450,475 - $499,526
866 New
866 $499,000

Others Institutions Holding IVV

# of Institutions
3,569
Shares Held
696M
Call Options Held
1.44M
Put Options Held
1.11M
View Full List

About ISHARES CORE S&P 500 ETF

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