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 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
137New |
$26K - $28.2K
|
137
$26.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
131+ 0.96% |
$24.8K - $27K
|
13.7K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
129+ 9.36% |
$24.4K - $26.6K
|
1.51K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
127+ 8.07% |
$24.1K - $26.2K
|
1.7K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
124New |
$23.5K - $25.6K
|
124
$23.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
124New |
$23.5K - $25.6K
|
124
$23.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
120+ 7.61% |
$22.7K - $24.7K
|
1.7K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
120+ 0.7% |
$22.7K - $24.7K
|
17.2K
$3.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
119+ 0.17% |
$22.6K - $24.5K
|
70.1K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
118+ 2.04% |
$22.4K - $24.3K
|
5.89K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
116+ 3.89% |
$22K - $23.9K
|
3.1K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
113+ 1.91% |
$21.4K - $23.3K
|
6.02K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.8% |
$21.2K - $23.1K
|
14K
$2.67M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.8% |
$21.2K - $23.1K
|
14K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.25% |
$19.7K - $21.4K
|
3.31K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
102New |
$19.3K - $21K
|
102
$19.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
102+ 0.28% |
$19.3K - $21K
|
36.4K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 5.32% |
$19K - $20.6K
|
1.98K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
98+ 0.51% |
$18.6K - $20.2K
|
19.1K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
95+ 5.67% |
$18K - $19.6K
|
1.77K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
93+ 2.46% |
$17.6K - $19.2K
|
3.87K
$738K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
91+ 1.8% |
$17.2K - $18.8K
|
5.14K
$979K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
91+ 2.99% |
$17.2K - $18.8K
|
3.13K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
90+ 1.18% |
$17.1K - $18.6K
|
7.74K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
88+ 4.15% |
$16.7K - $18.1K
|
2.21K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 1.18% |
$16.3K - $17.7K
|
7.37K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
86New |
$16.3K - $17.7K
|
86
$16.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
85+ 2.05% |
$16.1K - $17.5K
|
4.22K
$805K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
83+ 0.7% |
$15.7K - $17.1K
|
11.9K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
82+ 0.18% |
$15.5K - $16.9K
|
45.4K
$8.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
82+ 3.99% |
$15.5K - $16.9K
|
2.14K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
81+ 11.2% |
$15.3K - $16.7K
|
804
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
81+ 15.64% |
$15.3K - $16.7K
|
599
$114K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
78New |
$14.8K - $16.1K
|
78
$14.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
78+ 0.14% |
$14.8K - $16.1K
|
56.3K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
77+ 1.14% |
$14.6K - $15.9K
|
6.8K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
76+ 100.0% |
$14.4K - $15.7K
|
152
$29K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
76+ 4.89% |
$14.4K - $15.7K
|
1.63K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
75+ 3.79% |
$14.2K - $15.5K
|
2.05K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
75New |
$14.2K - $15.5K
|
75
$14.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
74New |
$14K - $15.3K
|
74
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
70+ 0.72% |
$13.3K - $14.4K
|
9.76K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
69+ 2.92% |
$13.1K - $14.2K
|
2.43K
$464K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.95% |
$13.1K - $14.2K
|
3.61K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
68+ 1.53% |
$12.9K - $14K
|
4.51K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 0.79% |
$12.5K - $13.6K
|
8.38K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
64+ 0.41% |
$12.1K - $13.2K
|
15.6K
$2.98M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
64New |
$12.1K - $13.2K
|
64
$12.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.12% |
$11.9K - $13K
|
50.6K
$9.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
62+ 0.92% |
$11.7K - $12.8K
|
6.79K
$1.29M
|