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

Processus Wealth & Capital Management, LLC

$117 Billion
Q1 2025

A detailed history of Processus Wealth & Capital Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Processus Wealth & Capital Management, LLC holds 12,851 shares of IVW stock, worth $1.22 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

12,851

Previous 12,210 5.25%

Holding current value

$1.22 Million

Previous $1.24 Billion 3.77%

% of portfolio

1.02%

Previous 0.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$92.45 - $106.69 $59,260 - $68,388	641 Added 5.25%	12,851 $1.19 Billion
Q4 2024 Feb 04, 2025	BUY	$94.43 - $105.47 $23,229 - $25,945	246 Added 2.06%	12,210 $1.24 Billion
Q3 2024 Nov 01, 2024	SELL	$84.77 - $97.13 $38,909 - $44,582	-459 Reduced 3.69%	11,964 $1.15 Billion
Q2 2024 Jul 24, 2024	BUY	$79.31 - $93.31 $9,675 - $11,383	122 Added 0.99%	12,423 $1.15 Billion
Q1 2024 Apr 16, 2024	SELL	$72.87 - $85.14 $43,722 - $51,084	-600 Reduced 4.65%	12,301 $1.04 Billion
Q4 2023 Mar 05, 2024	BUY	$65.78 - $75.4 $848,627 - $972,735	12,901 New	12,901 $969 Million

Others Institutions Holding IVW

# of Institutions

2,022

Shares Held

430M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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