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

Processus Wealth & Capital Management, LLC

  • $139 Billion
  • Q3 2025

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 2,164 shares of IVE stock, worth $453,596. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,164
Previous 4,473 51.62%
Holding current value
$453,596
Previous $874 Million 48.88%
% of portfolio
0.32%
Previous 0.69%

Shares

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

Nov 04, 2025
SELL
$194.44 - $206.51 $448,961 - $476,831
-2,309 Reduced 51.62%
2,164 $447 Million
Q2 2025

Jul 16, 2025
SELL
$168.34 - $195.42 $1,178 - $1,367
-7 Reduced 0.16%
4,473 $874 Million
Q1 2025

Apr 30, 2025
BUY
$185.78 - $198.58 $62,050 - $66,325
334 Added 8.06%
4,480 $854 Million
Q4 2024

Feb 04, 2025
BUY
$189.5 - $206.17 $54,386 - $59,170
287 Added 7.44%
4,146 $791 Million
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
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
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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