Purchases and Sales Made in Q4 2024 in Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
675+ 3.44% |
$128K - $139K
|
20.3K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
647New |
$123K - $133K
|
647
$123K
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
642+ 32.42% |
$122K - $132K
|
2.62K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
633+ 4.29% |
$120K - $131K
|
15.4K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
631+ 1.59% |
$120K - $130K
|
40.4K
$7.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
631New |
$120K - $130K
|
631
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
606+ 5.05% |
$115K - $125K
|
12.6K
$2.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
600+ 48.23% |
$114K - $124K
|
1.84K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
594+ 0.29% |
$113K - $122K
|
209K
$39.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
592+ 2.26% |
$112K - $122K
|
26.8K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
590+ 9.97% |
$112K - $122K
|
6.51K
$1.24M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
576+ 14.09% |
$109K - $119K
|
4.66K
$889K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
572+ 1.23% |
$108K - $118K
|
47.1K
$8.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
560+ 0.66% |
$106K - $115K
|
85.7K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
556+ 2.11% |
$105K - $115K
|
26.9K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
549+ 0.36% |
$104K - $113K
|
153K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
547+ 6.82% |
$104K - $113K
|
8.57K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
546+ 3.13% |
$103K - $113K
|
18K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
546New |
$103K - $113K
|
546
$104K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
542+ 17.99% |
$103K - $112K
|
3.56K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
530New |
$100K - $109K
|
530
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
529+ 5.8% |
$100K - $109K
|
9.66K
$1.84M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
528+ 1.23% |
$100K - $109K
|
43.5K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
524+ 25.79% |
$99.3K - $108K
|
2.56K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
516+ 2.59% |
$97.8K - $106K
|
20.4K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
496+ 6.14% |
$94K - $102K
|
8.57K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
496+ 393.65% |
$94K - $102K
|
622
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
493+ 2.68% |
$93.4K - $102K
|
18.9K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
480+ 21.78% |
$91K - $99K
|
2.68K
$512K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
479+ 4.98% |
$90.8K - $98.8K
|
10.1K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
467+ 8.91% |
$88.5K - $96.3K
|
5.71K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
464+ 1.01% |
$87.9K - $95.7K
|
46.2K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
462+ 22.62% |
$87.5K - $95.3K
|
2.5K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
460+ 0.16% |
$87.2K - $94.8K
|
284K
$54.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
454+ 41.2% |
$86K - $93.6K
|
1.56K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
450New |
$85.3K - $92.8K
|
450
$85.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
445+ 0.16% |
$84.3K - $91.7K
|
280K
$53.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
444+ 18.45% |
$84.1K - $91.5K
|
2.85K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
444+ 1.69% |
$84.1K - $91.5K
|
26.7K
$5.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
436+ 12.59% |
$82.6K - $89.9K
|
3.9K
$743K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
428+ 13.14% |
$81.1K - $88.2K
|
3.69K
$703K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
427+ 24.1% |
$80.9K - $88K
|
2.2K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
425+ 9.08% |
$80.5K - $87.6K
|
5.1K
$973K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
417+ 0.56% |
$79K - $86K
|
74.5K
$14.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
404+ 6.39% |
$76.6K - $83.3K
|
6.73K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
404+ 6.41% |
$76.6K - $83.3K
|
6.71K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
399+ 28.38% |
$75.6K - $82.3K
|
1.81K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
399+ 32.31% |
$75.6K - $82.3K
|
1.63K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
397+ 0.61% |
$75.2K - $81.8K
|
65.3K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
396+ 2.69% |
$75K - $81.6K
|
15.1K
$2.88M
|