Proactive Wealth Strategies LLC Ishares Morningstar Value ETF Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,371 shares of ILCV stock, worth $374,638. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,371
Previous 4,351 0.46%
Holding current value
$374,638
Previous $352,000 1.14%
% of portfolio
0.19%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$79.37 - $85.24 $1,587 - $1,704
20 Added 0.46%
4,371 $356,000
Q4 2024

Jan 31, 2025
BUY
$80.23 - $85.43 $1,765 - $1,879
22 Added 0.51%
4,351 $352,000
Q3 2024

Nov 04, 2024
BUY
$75.47 - $82.2 $326,709 - $355,843
4,329 New
4,329 $356,000

Others Institutions Holding ILCV

# of Institutions
189
Shares Held
9.51M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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