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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 0.83% |
$66.3K - $72.2K
|
42.6K
$7.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
346+ 2.58% |
$65.6K - $71.3K
|
13.8K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
346+ 10.25% |
$65.6K - $71.3K
|
3.72K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
345New |
$65.4K - $71.1K
|
345
$61.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
342New |
$64.8K - $70.5K
|
342
$60.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
341+ 14.5% |
$64.6K - $70.3K
|
2.69K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
340+ 6.3% |
$64.4K - $70.1K
|
5.74K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
337+ 12.96% |
$63.9K - $69.5K
|
2.94K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
336+ 9.25% |
$63.7K - $69.3K
|
3.97K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
331+ 1.02% |
$62.7K - $68.2K
|
32.8K
$5.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
329+ 2.81% |
$62.3K - $67.8K
|
12K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
328+ 4.79% |
$62.2K - $67.6K
|
7.18K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
326+ 5.14% |
$61.8K - $67.2K
|
6.66K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
322+ 4.4% |
$61K - $66.4K
|
7.63K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
320+ 4.22% |
$60.6K - $66K
|
7.9K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
320+ 10.14% |
$60.6K - $66K
|
3.48K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
319+ 31.52% |
$60.5K - $65.8K
|
1.33K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
315+ 0.43% |
$59.7K - $64.9K
|
73.2K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
312New |
$59.1K - $64.3K
|
312
$55.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
308+ 2.16% |
$58.4K - $63.5K
|
14.6K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
307+ 8.63% |
$58.2K - $63.3K
|
3.87K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
304+ 4.94% |
$57.6K - $62.7K
|
6.45K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
304+ 28.04% |
$57.6K - $62.7K
|
1.39K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
300+ 0.8% |
$56.9K - $61.9K
|
37.6K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 33.41% |
$56.9K - $61.9K
|
1.2K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
299+ 74.94% |
$56.7K - $61.6K
|
698
$124K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
295+ 8.41% |
$55.9K - $60.8K
|
3.8K
$675K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
295+ 16.71% |
$55.9K - $60.8K
|
2.06K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
295+ 9.72% |
$55.9K - $60.8K
|
3.33K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
295+ 15.73% |
$55.9K - $60.8K
|
2.17K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
294+ 264.86% |
$55.7K - $60.6K
|
405
$71.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
287+ 7.44% |
$54.4K - $59.2K
|
4.15K
$735K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
265+ 23.35% |
$50.2K - $54.6K
|
1.4K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
262+ 8.76% |
$49.6K - $54K
|
3.25K
$577K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
258New |
$48.9K - $53.2K
|
258
$45.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
253+ 2.05% |
$47.9K - $52.2K
|
12.6K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
246+ 0.17% |
$46.6K - $50.7K
|
143K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
244+ 11.48% |
$46.2K - $50.3K
|
2.37K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
239+ 1.09% |
$45.3K - $49.3K
|
22.3K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
239+ 18.56% |
$45.3K - $49.3K
|
1.53K
$271K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
237New |
$44.9K - $48.9K
|
237
$42K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
235+ 5.88% |
$44.5K - $48.4K
|
4.23K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
231+ 18.73% |
$43.8K - $47.6K
|
1.46K
$260K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
231New |
$43.8K - $47.6K
|
231
$41K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
227New |
$43K - $46.8K
|
227
$40.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
220New |
$41.7K - $45.4K
|
220
$39K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
216+ 8.66% |
$40.9K - $44.5K
|
2.71K
$481K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
216+ 10.41% |
$40.9K - $44.5K
|
2.29K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
216+ 1.24% |
$40.9K - $44.5K
|
17.6K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
214New |
$40.6K - $44.1K
|
214
$38K
|