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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-18- 0.92% |
$3.41K - $3.71K
|
1.94K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-18- 0.36% |
$3.41K - $3.71K
|
4.99K
$971K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-18- 0.1% |
$3.41K - $3.71K
|
17.7K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-19- 0.09% |
$3.6K - $3.92K
|
20.6K
$4.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-20- 1.52% |
$3.79K - $4.12K
|
1.29K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-20- 1.86% |
$3.79K - $4.12K
|
1.06K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-21- 0.56% |
$3.98K - $4.33K
|
3.7K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-23- 1.39% |
$4.36K - $4.74K
|
1.63K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 3.54% |
$4.74K - $5.15K
|
682
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-25- 1.92% |
$4.74K - $5.15K
|
1.28K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-25- 0.15% |
$4.74K - $5.15K
|
16.3K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-27- 0.25% |
$5.12K - $5.57K
|
10.8K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-27- 4.7% |
$5.12K - $5.57K
|
547
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 25.44% |
$5.5K - $5.98K
|
85
$16.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-34- 1.98% |
$6.44K - $7.01K
|
1.68K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-37- 1.62% |
$7.01K - $7.63K
|
2.25K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-37- 2.84% |
$7.01K - $7.63K
|
1.26K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39- 0.46% |
$7.39K - $8.04K
|
8.36K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-40- 0.32% |
$7.58K - $8.25K
|
12.5K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-40- 1.14% |
$7.58K - $8.25K
|
3.45K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-40- 0.26% |
$7.58K - $8.25K
|
15.2K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 16.67% |
$7.58K - $8.25K
|
200
$38.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-40- 0.55% |
$7.58K - $8.25K
|
7.24K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-42- 0.41% |
$7.96K - $8.66K
|
10.2K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-43- 27.74% |
$8.15K - $8.87K
|
112
$21.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 3.61% |
$8.34K - $9.07K
|
1.18K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-45- 2.4% |
$8.53K - $9.28K
|
1.83K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-48- 1.07% |
$9.1K - $9.9K
|
4.43K
$861K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 5.81% |
$9.29K - $10.1K
|
794
$155K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-50- 1.56% |
$9.48K - $10.3K
|
3.16K
$615K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-50- 2.89% |
$9.48K - $10.3K
|
1.68K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-50- 1.11% |
$9.48K - $10.3K
|
4.45K
$866K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-51- 0.66% |
$9.66K - $10.5K
|
7.68K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-52- 3.13% |
$9.85K - $10.7K
|
1.61K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-56- 0.23% |
$10.6K - $11.5K
|
23.9K
$4.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 2.47% |
$11.2K - $12.2K
|
2.33K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-65- 20.5% |
$12.3K - $13.4K
|
252
$49K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-66- 0.63% |
$12.5K - $13.6K
|
10.4K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-67- 2.09% |
$12.7K - $13.8K
|
3.13K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-70- 2.92% |
$13.3K - $14.4K
|
2.33K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-72- 0.75% |
$13.6K - $14.8K
|
9.51K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-72- 4.06% |
$13.6K - $14.8K
|
1.7K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-73- 2.3% |
$13.8K - $15.1K
|
3.1K
$604K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-75- 0.3% |
$14.2K - $15.5K
|
24.8K
$4.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-79- 2.07% |
$15K - $16.3K
|
3.73K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-80- 1.55% |
$15.2K - $16.5K
|
5.08K
$989K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-80- 0.73% |
$15.2K - $16.5K
|
10.9K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-83- 3.98% |
$15.7K - $17.1K
|
2K
$390K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-83- 1.14% |
$15.7K - $17.1K
|
7.19K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-84- 3.65% |
$15.9K - $17.3K
|
2.22K
$432K
|