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

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 1,082 shares of IVV stock, worth $718,426. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,082
Previous 1,101 1.73%
Holding current value
$718,426
Previous $619,000 8.56%
% of portfolio
0.32%
Previous 0.33%

Shares

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

Aug 13, 2025
SELL
$498.8 - $620.9 $9,477 - $11,797
-19 Reduced 1.73%
1,082 $672,000
Q1 2025

Apr 23, 2025
BUY
$554.06 - $615.85 $13,297 - $14,780
24 Added 2.23%
1,101 $619,000
Q4 2024

Jan 31, 2025
BUY
$570.51 - $610.59 $120,377 - $128,834
211 Added 24.36%
1,077 $634,000
Q3 2024

Nov 04, 2024
BUY
$520.18 - $576.82 $450,475 - $499,526
866 New
866 $499,000

Others Institutions Holding IVV

# of Institutions
4,065
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

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