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 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.51% |
$3.03K - $3.3K
|
3.18K
$564K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
16+ 0.55% |
$3.03K - $3.3K
|
2.93K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15New |
$2.84K - $3.09K
|
15
$2.66K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15+ 0.71% |
$2.84K - $3.09K
|
2.12K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14+ 3.36% |
$2.65K - $2.89K
|
431
$76.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
13+ 3.59% |
$2.46K - $2.68K
|
375
$66.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
13+ 0.21% |
$2.46K - $2.68K
|
6.1K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
13+ 0.17% |
$2.46K - $2.68K
|
7.83K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
13+ 0.91% |
$2.46K - $2.68K
|
1.44K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.39% |
$2.27K - $2.47K
|
3.05K
$542K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.5% |
$2.27K - $2.47K
|
2.39K
$424K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 0.03% |
$2.27K - $2.47K
|
39K
$6.91M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.23% |
$2.27K - $2.47K
|
5.14K
$912K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11+ 0.51% |
$2.08K - $2.27K
|
2.18K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
11+ 0.22% |
$2.08K - $2.27K
|
4.93K
$874K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.9K - $2.06K
|
5.8K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10+ 0.07% |
$1.9K - $2.06K
|
14.4K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
10+ 0.54% |
$1.9K - $2.06K
|
1.85K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9New |
$1.71K - $1.86K
|
9
$1.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9+ 0.67% |
$1.71K - $1.86K
|
1.35K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.17% |
$1.71K - $1.86K
|
5.16K
$915K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
8+ 0.56% |
$1.52K - $1.65K
|
1.43K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.55% |
$1.52K - $1.65K
|
1.46K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8+ 0.06% |
$1.52K - $1.65K
|
13.9K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
8+ 0.04% |
$1.52K - $1.65K
|
19.1K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8+ 0.53% |
$1.52K - $1.65K
|
1.51K
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.36% |
$1.33K - $1.44K
|
1.94K
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.28% |
$1.33K - $1.44K
|
2.46K
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7+ 0.41% |
$1.33K - $1.44K
|
1.7K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6+ 0.2% |
$1.14K - $1.24K
|
3.08K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
6+ 0.06% |
$1.14K - $1.24K
|
9.82K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6+ 0.03% |
$1.14K - $1.24K
|
22.3K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.61% |
$1.14K - $1.24K
|
990
$176K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.49% |
$1.14K - $1.24K
|
1.23K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
6New |
$1.14K - $1.24K
|
6
$1.06K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$948 - $1.03K
|
2.11K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.19% |
$948 - $1.03K
|
2.66K
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5+ 0.13% |
$948 - $1.03K
|
3.75K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 0.5% |
$948 - $1.03K
|
997
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5+ 0.34% |
$948 - $1.03K
|
1.46K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
4+ 0.22% |
$758 - $825
|
1.84K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.32% |
$758 - $825
|
1.26K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4+ 0.2% |
$758 - $825
|
2K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4+ 0.32% |
$758 - $825
|
1.27K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$758 - $825
|
2.27K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3+ 0.26% |
$569 - $619
|
1.15K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$569 - $619
|
10.7K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3+ 0.26% |
$569 - $619
|
1.14K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.11% |
$569 - $619
|
2.65K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 75.0% |
$569 - $619
|
7
$1.24K
|