Proactive Wealth Strategies LLC Ishares Russell 1000 Val ETF Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 1,335 shares of IWD stock, worth $270,364. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,335
Previous 1,329 0.45%
Holding current value
$270,364
Previous $250,000 3.6%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Aug 13, 2025
BUY
$166.82 - $194.23 $1,000 - $1,165
6 Added 0.45%
1,335 $259,000
Q1 2025

Apr 23, 2025
BUY
$182.82 - $196.21 $1,096 - $1,177
6 Added 0.45%
1,329 $250,000
Q4 2024

Jan 31, 2025
BUY
$183.23 - $199.79 $1,282 - $1,398
7 Added 0.53%
1,323 $245,000
Q3 2024

Nov 04, 2024
BUY
$173.36 - $189.8 $228,141 - $249,776
1,316 New
1,316 $250,000

Others Institutions Holding IWD

# of Institutions
1,963
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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