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

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 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 9,343 shares of IVW stock, worth $844,513. This represents 0.46% of its overall portfolio holdings.

Number of Shares
9,343
Previous 9,272 0.77%
Holding current value
$844,513
Previous $941,000 7.86%
% of portfolio
0.46%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,015
Shares Held
427M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email