Proactive Wealth Strategies LLC Ishares Morningstar Growth ETF Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 9,660 shares of ILCG stock, worth $0. This represents 0.44% of its overall portfolio holdings.

Number of Shares
9,660
Previous 9,700 0.41%
Holding current value
$0
Previous $786,000 19.08%
% of portfolio
0.44%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-40 Reduced 0.41%
9,660 $936,000
Q1 2025

Apr 23, 2025
SELL
N/A
-252 Reduced 2.53%
9,700 $786,000
Q4 2024

Jan 31, 2025
BUY
N/A
14 Added 0.14%
9,952 $892,000
Q3 2024

Nov 04, 2024
BUY
N/A
9,938 New
9,938 $835,000

Others Institutions Holding ILCG

# of Institutions
330
Shares Held
17.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR GROWTH ETF

ILCG Quotes by TradingView
  • Ticker ILCG
More about ILCG
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