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 3,644 shares of IVE stock, worth $661,896. This represents 0.6% of its overall portfolio holdings.

Number of Shares
3,644
Previous 3,833 4.93%
Holding current value
$661,896
Previous $667 Million 2.13%
% of portfolio
0.6%
Previous 0.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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