Purchases and Sales Made in Q4 2024 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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 17, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
112
+ 0.8%
$21.2K - $23.1K
14K $2.49M
Mar 04, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
112
+ 0.8%
$21.2K - $23.1K
14K $2.49M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
104
+ 3.25%
$19.7K - $21.4K
3.31K $586K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
102
New
$19.3K - $21K
102 $18.1K
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
102
+ 0.28%
$19.3K - $21K
36.4K $6.46M
Feb 14, 2025 Q4 2024
Trinity Point Wealth, LLC

BUY
 -
100
+ 5.32%
$19K - $20.6K
1.98K $351K
Feb 10, 2025 Q4 2024
Renasant Bank

BUY
 -
98
+ 0.51%
$18.6K - $20.2K
19.1K $3.4M
Jan 31, 2025 Q4 2024
Macroview Investment Management LLC

BUY
 -
95
+ 5.67%
$18K - $19.6K
1.77K $314K
Feb 14, 2025 Q4 2024
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
93
+ 2.46%
$17.6K - $19.2K
3.87K $687K
Feb 03, 2025 Q4 2024
Jmg Financial Group, Ltd.

BUY
 -
91
+ 1.8%
$17.2K - $18.8K
5.14K $911K
Jan 30, 2025 Q4 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
90
+ 1.18%
$17.1K - $18.6K
7.74K $1.37M
Jan 13, 2025 Q4 2024
Parkside Advisors LLC

BUY
 -
88
+ 4.15%
$16.7K - $18.1K
2.21K $392K
Jan 24, 2025 Q4 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
86
+ 1.18%
$16.3K - $17.7K
7.37K $1.31M
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
86
New
$16.3K - $17.7K
86 $15.3K
Jan 16, 2025 Q4 2024
Aspiriant, LLC

BUY
 -
85
+ 2.05%
$16.1K - $17.5K
4.22K $749K
Jan 24, 2025 Q4 2024
Ma Private Wealth

BUY
 -
83
+ 0.7%
$15.7K - $17.1K
11.9K $2.11M
Feb 03, 2025 Q4 2024
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
82
+ 0.18%
$15.5K - $16.9K
45.4K $8.05M
Feb 11, 2025 Q4 2024
Mendel Money Management

Northbrook, IL
BUY
 -
82
+ 3.99%
$15.5K - $16.9K
2.14K $379K
Jan 15, 2025 Q4 2024
Tompkins Financial Corp

BUY
 -
81
+ 11.2%
$15.3K - $16.7K
804 $143K
Feb 14, 2025 Q4 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
81
+ 15.64%
$15.3K - $16.7K
599 $106K
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
78
New
$14.8K - $16.1K
78 $13.8K
Jan 14, 2025 Q4 2024
Smith Anglin Financial, LLC

BUY
 -
78
+ 0.14%
$14.8K - $16.1K
56.3K $9.98M
Feb 12, 2025 Q4 2024
Wedbush Securities Inc

BUY
 -
77
+ 1.14%
$14.6K - $15.9K
6.8K $1.21M
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
76
+ 100.0%
$14.4K - $15.7K
152 $27K
Jan 15, 2025 Q4 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
76
+ 4.89%
$14.4K - $15.7K
1.63K $289K
Jan 30, 2025 Q4 2024
Aveo Capital Partners, LLC

BUY
 -
75
+ 3.79%
$14.2K - $15.5K
2.05K $364K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
75
New
$14.2K - $15.5K
75 $13.3K
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
74
New
$14K - $15.3K
74 $13.1K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
70
+ 0.72%
$13.3K - $14.4K
9.76K $1.73M
Jan 24, 2025 Q4 2024
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
69
+ 2.92%
$13.1K - $14.2K
2.43K $432K
Feb 19, 2025 Q4 2024
Arq Wealth Advisors, LLC

BUY
 -
69
+ 1.95%
$13.1K - $14.2K
3.61K $640K
Feb 13, 2025 Q4 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
68
+ 1.53%
$12.9K - $14K
4.51K $801K
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
66
+ 0.79%
$12.5K - $13.6K
8.38K $1.49M
Jan 30, 2025 Q4 2024
Ellis Investment Partners, LLC

BUY
 -
64
+ 0.41%
$12.1K - $13.2K
15.6K $2.78M
Feb 21, 2025 Q4 2024
Putney Financial Group LLC

San Rafael, CA
BUY
 -
64
New
$12.1K - $13.2K
64 $11.4K
Jan 16, 2025 Q4 2024
Lbmc Investment Advisors, LLC

BUY
 -
63
+ 0.12%
$11.9K - $13K
50.6K $8.98M
Jan 17, 2025 Q4 2024
Oxinas Partners Wealth Management LLC

BUY
 -
62
+ 0.92%
$11.7K - $12.8K
6.79K $1.2M
Feb 12, 2025 Q4 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
62
+ 1.02%
$11.7K - $12.8K
6.14K $1.09M
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
61
New
$11.6K - $12.6K
61 $10.8K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

BUY
 -
60
+ 0.3%
$11.4K - $12.4K
20K $3.55M
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
60
+ 3.13%
$11.4K - $12.4K
1.98K $351K
Jan 28, 2025 Q4 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
60
+ 4.75%
$11.4K - $12.4K
1.32K $234K
Feb 07, 2025 Q4 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
60
+ 2.58%
$11.4K - $12.4K
2.39K $424K
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
59
+ 1.58%
$11.2K - $12.2K
3.79K $672K
Jan 28, 2025 Q4 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
59
New
$11.2K - $12.2K
59 $10.5K
Jan 14, 2025 Q4 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
57
+ 0.51%
$10.8K - $11.8K
11.2K $1.99M
Feb 10, 2025 Q4 2024
Family Firm, Inc.

BUY
 -
57
+ 0.55%
$10.8K - $11.8K
10.5K $1.86M
Feb 11, 2025 Q4 2024
Condor Capital Management

Martinsville, NJ
BUY
 -
56
+ 0.04%
$10.6K - $11.5K
149K $26.4M
Jan 21, 2025 Q4 2024
Swp Financial LLC

San Diego, CA
BUY
 -
54
+ 0.42%
$10.2K - $11.1K
12.8K $2.27M

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