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
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-754- 10.86% |
$143K - $155K
|
6.19K
$1.2M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-762- 31.33% |
$144K - $157K
|
1.67K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-768- 3.15% |
$146K - $158K
|
23.6K
$4.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-811- 2.17% |
$154K - $167K
|
36.6K
$7.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-811- 1.5% |
$154K - $167K
|
53.2K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-843- 11.85% |
$160K - $174K
|
6.27K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-852- 2.21% |
$161K - $176K
|
37.7K
$7.34M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-860- 39.5% |
$163K - $177K
|
1.32K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-861- 1.27% |
$163K - $178K
|
67K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-868- 9.74% |
$164K - $179K
|
8.04K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-870- 8.55% |
$165K - $179K
|
9.3K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-878- 2.21% |
$166K - $181K
|
38.9K
$7.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-902- 7.42% |
$171K - $186K
|
11.3K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-944- 4.75% |
$179K - $195K
|
18.9K
$3.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-971- 48.14% |
$184K - $200K
|
1.05K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-977- 11.14% |
$185K - $201K
|
7.79K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-988- 0.85% |
$187K - $204K
|
116K
$22.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.01K- 2.6% |
$191K - $208K
|
37.8K
$7.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.03K- 1.02% |
$195K - $212K
|
100K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.03K- 45.86% |
$195K - $212K
|
1.22K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.03K- 28.5% |
$195K - $213K
|
2.59K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.04K- 1.47% |
$197K - $215K
|
69.8K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.09K- 31.56% |
$206K - $225K
|
2.36K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.12K- 24.5% |
$213K - $232K
|
3.46K
$674K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.13K- 4.35% |
$214K - $233K
|
24.8K
$4.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.14K- 4.62% |
$216K - $235K
|
23.6K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.18K- 2.24% |
$224K - $243K
|
51.6K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.19K- 3.03% |
$225K - $245K
|
38K
$7.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-1.23K- 0.64% |
$234K - $254K
|
190K
$37M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.24KClosed |
$235K - $255K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 3.62% |
$244K - $265K
|
34.3K
$6.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 5.18% |
$249K - $271K
|
24.1K
$4.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.34K- 1.73% |
$253K - $275K
|
75.8K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.42K- 54.5% |
$269K - $293K
|
1.19K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.46K- 2.03% |
$276K - $300K
|
70.1K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.46K- 2.17% |
$277K - $302K
|
65.9K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.48K- 50.44% |
$281K - $306K
|
1.46K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.48K- 6.03% |
$281K - $306K
|
23.1K
$4.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.49K- 5.19% |
$282K - $307K
|
27.2K
$5.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 15.84% |
$286K - $311K
|
8.02K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.53K- 7.83% |
$289K - $314K
|
17.9K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.62K- 1.51% |
$308K - $335K
|
106K
$20.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.64K- 1.42% |
$311K - $339K
|
114K
$22.1M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.67K- 6.4% |
$317K - $345K
|
24.4K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 10.2% |
$323K - $351K
|
15K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 1.54% |
$330K - $359K
|
111K
$21.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 1.78% |
$357K - $388K
|
104K
$20.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.95K- 6.52% |
$369K - $401K
|
27.9K
$5.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.95K- 7.45% |
$369K - $402K
|
24.2K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.02K- 26.1% |
$382K - $415K
|
5.71K
$1.11M
|