Processus Wealth & Capital Management, LLC Ishares S&P 500 Value ETF Transaction History

Processus Wealth & Capital Management, LLC

  • $121 Billion
  • Q3 2024

A detailed history of Processus Wealth & Capital Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Processus Wealth & Capital Management, LLC holds 3,859 shares of IVE stock, worth $757,714. This represents 0.63% of its overall portfolio holdings.

Number of Shares
3,859
Previous 3,724 3.63%
Holding current value
$757,714
Previous $678 Million 12.26%
% of portfolio
0.63%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$181.06 - $197.17 $24,443 - $26,617
135 Added 3.63%
3,859 $761 Million
Q2 2024

Jul 24, 2024
BUY
$176.58 - $186.7 $14,126 - $14,936
80 Added 2.2%
3,724 $678 Million
Q1 2024

Apr 16, 2024
SELL
$171.09 - $186.81 $32,336 - $35,307
-189 Reduced 4.93%
3,644 $681 Million
Q4 2023

Mar 05, 2024
BUY
$147.64 - $174.21 $565,904 - $667,746
3,833 New
3,833 $667 Million

Others Institutions Holding IVE

# of Institutions
1,485
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Processus Wealth & Capital Management, LLC Portfolio

Follow Processus Wealth & Capital Management, 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 Processus Wealth & Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Processus Wealth & Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email