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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24+ 1.01% |
$4.55K - $4.95K
|
2.39K
$456K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23+ 0.43% |
$4.36K - $4.74K
|
5.32K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23+ 0.51% |
$4.36K - $4.74K
|
4.55K
$868K
|
|
|
Feb 13, 2025
Q4 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
21+ 1.94% |
$3.98K - $4.33K
|
1.1K
$210K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21+ 1.31% |
$3.98K - $4.33K
|
1.63K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.31% |
$3.79K - $4.12K
|
6.43K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
20+ 0.76% |
$3.79K - $4.12K
|
2.66K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
20+ 1.83% |
$3.79K - $4.12K
|
1.11K
$212K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19+ 0.55% |
$3.6K - $3.92K
|
3.47K
$661K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18+ 1.27% |
$3.41K - $3.71K
|
1.43K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.53% |
$3.41K - $3.71K
|
3.42K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18New |
$3.41K - $3.71K
|
18
$3.43K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
17+ 0.53% |
$3.22K - $3.5K
|
3.23K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 0.03% |
$3.22K - $3.5K
|
52.8K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.51% |
$3.03K - $3.3K
|
3.18K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
16+ 0.55% |
$3.03K - $3.3K
|
2.93K
$558K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15New |
$2.84K - $3.09K
|
15
$2.86K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15+ 0.71% |
$2.84K - $3.09K
|
2.12K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14+ 3.36% |
$2.65K - $2.89K
|
431
$82.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
13+ 3.59% |
$2.46K - $2.68K
|
375
$71.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
13+ 0.21% |
$2.46K - $2.68K
|
6.1K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
13+ 0.17% |
$2.46K - $2.68K
|
7.83K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
13+ 0.91% |
$2.46K - $2.68K
|
1.44K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.39% |
$2.27K - $2.47K
|
3.05K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.5% |
$2.27K - $2.47K
|
2.39K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 0.03% |
$2.27K - $2.47K
|
39K
$7.42M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.23% |
$2.27K - $2.47K
|
5.14K
$980K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11+ 0.51% |
$2.08K - $2.27K
|
2.18K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
11+ 0.22% |
$2.08K - $2.27K
|
4.93K
$939K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.9K - $2.06K
|
5.8K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10+ 0.07% |
$1.9K - $2.06K
|
14.4K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
10+ 0.54% |
$1.9K - $2.06K
|
1.85K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9New |
$1.71K - $1.86K
|
9
$1.72K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9+ 0.67% |
$1.71K - $1.86K
|
1.35K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.17% |
$1.71K - $1.86K
|
5.16K
$983K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
8+ 0.56% |
$1.52K - $1.65K
|
1.43K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.55% |
$1.52K - $1.65K
|
1.46K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8+ 0.06% |
$1.52K - $1.65K
|
13.9K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
8+ 0.04% |
$1.52K - $1.65K
|
19.1K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8+ 0.53% |
$1.52K - $1.65K
|
1.51K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.36% |
$1.33K - $1.44K
|
1.94K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.28% |
$1.33K - $1.44K
|
2.46K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7+ 0.41% |
$1.33K - $1.44K
|
1.7K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6+ 0.2% |
$1.14K - $1.24K
|
3.08K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
6+ 0.06% |
$1.14K - $1.24K
|
9.82K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6+ 0.03% |
$1.14K - $1.24K
|
22.3K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.61% |
$1.14K - $1.24K
|
990
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.49% |
$1.14K - $1.24K
|
1.23K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
6New |
$1.14K - $1.24K
|
6
$1.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$948 - $1.03K
|
2.11K
$402K
|