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 $771,414. This represents 0.63% of its overall portfolio holdings.

Number of Shares
3,859
Previous 3,724 3.63%
Holding current value
$771,414
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
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

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