Processus Wealth & Capital Management, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Processus Wealth & Capital Management, LLC holds 8,355 shares of IVW stock, worth $1.01 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
8,355
Previous 12,553
33.44%
Holding current value
$1.01 Million
Previous $1.38 Billion
27.02%
% of portfolio
0.72%
Previous 1.09%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
2,174Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio