Processus Wealth & Capital Management, LLC Ishares Tr Russell 200 Growth Transaction History

Processus Wealth & Capital Management, LLC

$117 Billion
Q1 2025

A detailed history of Processus Wealth & Capital Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Processus Wealth & Capital Management, LLC holds 32,337 shares of IWY stock, worth $6.93 Million. This represents 5.81% of its overall portfolio holdings.

Number of Shares

32,337

Previous 31,872 1.46%

Holding current value

$6.93 Million

Previous $7.5 Billion 9.03%

% of portfolio

5.81%

Previous 5.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$210.19 - $243.33 $97,738 - $113,148	465 Added 1.46%	32,337 $6.82 Billion
Q4 2024 Feb 04, 2025	SELL	$216.72 - $244.71 $51,796 - $58,485	-239 Reduced 0.74%	31,872 $7.5 Billion
Q3 2024 Nov 01, 2024	SELL	$194.66 - $225.97 $321,772 - $373,528	-1,653 Reduced 4.9%	32,111 $7.07 Billion
Q2 2024 Jul 24, 2024	SELL	$183.56 - $216.15 $65,898 - $77,597	-359 Reduced 1.05%	33,764 $7.24 Billion
Q1 2024 Apr 16, 2024	BUY	$170.38 - $196.82 $186,395 - $215,321	1,094 Added 3.31%	34,123 $6.66 Billion
Q4 2023 Mar 05, 2024	BUY	$149.01 - $175.92 $4.92 Million - $5.81 Million	33,029 New	33,029 $5.79 Billion

Others Institutions Holding IWY

# of Institutions

596

Shares Held

53.7M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Processus Wealth & Capital Management, LLC Ishares Tr Russell 200 Growth Transaction History