Proactive Wealth Strategies LLC Ishares Russell 1000 Val ETF Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 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 1,329 shares of IWD stock, worth $250,675. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,329
Previous 1,323 0.45%
Holding current value
$250,675
Previous $245,000 2.04%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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