Proactive Wealth Strategies LLC Ishares Russell Mid Cap Growth Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 9,714 shares of IWP stock, worth $1.39 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
9,714
Previous 9,779
0.66%
Holding current value
$1.39 Million
Previous $1.15 Million
17.23%
% of portfolio
0.64%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding IWP
# of Institutions
1,310Shares Held
117MCall Options Held
196KPut Options Held
340K-
Morgan Stanley New York, NY19.4MShares$2.78 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.61 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.63MShares$951 Million0.07% of portfolio
-
Jones Financial Companies Lllp5.23MShares$751 Million0.55% of portfolio
-
Wells Fargo & Company San Francisco, CA5.17MShares$742 Million0.15% of portfolio