Processus Wealth & Capital Management, LLC Ishares Russell Midcap Value E Transaction History

Processus Wealth & Capital Management, LLC

  • $139 Billion
  • Q3 2025

A detailed history of Processus Wealth & Capital Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Processus Wealth & Capital Management, LLC holds 44,696 shares of IWS stock, worth $6.16 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares
44,696
Previous 50,861 12.12%
Holding current value
$6.16 Million
Previous $6.72 Billion 7.11%
% of portfolio
4.48%
Previous 5.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$132.83 - $140.61 $818,896 - $866,860
-6,165 Reduced 12.12%
44,696 $6.24 Billion
Q2 2025

Jul 16, 2025
BUY
$110.58 - $132.14 $9,288 - $11,099
84 Added 0.17%
50,861 $6.72 Billion
Q1 2025

Apr 30, 2025
BUY
$122.59 - $135.24 $137,913 - $152,145
1,125 Added 2.27%
50,777 $6.4 Billion
Q4 2024

Feb 04, 2025
BUY
$128.08 - $140.32 $151,774 - $166,279
1,185 Added 2.44%
49,652 $6.42 Billion
Q3 2024

Nov 01, 2024
BUY
$119.52 - $132.25 $14,940 - $16,531
125 Added 0.26%
48,467 $6.41 Billion
Q2 2024

Jul 24, 2024
BUY
$117.31 - $125.13 $62,878 - $67,069
536 Added 1.12%
48,342 $5.84 Billion
Q1 2024

Apr 16, 2024
BUY
$112.43 - $125.33 $1.1 Million - $1.22 Million
9,758 Added 25.65%
47,806 $5.99 Billion
Q4 2023

Mar 05, 2024
BUY
$97.63 - $117.08 $3.71 Million - $4.45 Million
38,048 New
38,048 $4.42 Billion

Others Institutions Holding IWS

# of Institutions
1,060
Shares Held
93.6M
Call Options Held
17.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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