Proactive Wealth Strategies LLC Ishares Russell Mid Cap Growth Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 9,722 shares of IWP stock, worth $1.33 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
9,722
Previous 9,714
0.08%
Holding current value
$1.33 Million
Previous $1.35 Million
2.75%
% of portfolio
0.64%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding IWP
# of Institutions
1,319Shares Held
127MCall Options Held
167KPut Options Held
267K-
Morgan Stanley New York, NY19.8MShares$2.71 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.54 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.17MShares$844 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.58MShares$763 Million0.54% of portfolio
-
Envestnet Asset Management Inc5.4MShares$739 Million0.24% of portfolio