Proactive Wealth Strategies LLC Ishares Core S&P 500 ETF Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
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 1,101 shares of IVV stock, worth $592,172. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,101
Previous 1,077
2.23%
Holding current value
$592,172
Previous $634,000
2.37%
% of portfolio
0.33%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,883Shares Held
758MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$35.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.4 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$12.7 Billion17.72% of portfolio