Proactive Wealth Strategies LLC Ishares Morningstar Growth ETF Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 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 9,700 shares of ILCG stock, worth $0. This represents 0.42% of its overall portfolio holdings.

Number of Shares
9,700
Previous 9,952 2.53%
Holding current value
$0
Previous $892,000 11.88%
% of portfolio
0.42%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
294
Shares Held
16.7M
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
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