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 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 1.59% |
$19K - $20.6K
|
6.2K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-103- 0.15% |
$19.5K - $21.2K
|
67.7K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-103- 1.3% |
$19.5K - $21.2K
|
7.84K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-103- 0.97% |
$19.5K - $21.2K
|
10.5K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-104- 1.02% |
$19.7K - $21.4K
|
10.1K
$1.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-108- 3.65% |
$20.5K - $22.3K
|
2.85K
$506K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-112- 0.98% |
$21.2K - $23.1K
|
11.4K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-112- 0.75% |
$21.2K - $23.1K
|
14.7K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-116- 27.42% |
$22K - $23.9K
|
307
$54.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-117- 0.92% |
$22.2K - $24.1K
|
12.6K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-118- 0.24% |
$22.4K - $24.3K
|
48.7K
$8.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-120- 5.13% |
$22.7K - $24.7K
|
2.22K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-120- 1.64% |
$22.7K - $24.7K
|
7.2K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-121- 0.69% |
$22.9K - $24.9K
|
17.4K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-122- 1.62% |
$23.1K - $25.2K
|
7.42K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-125- 0.42% |
$23.7K - $25.8K
|
29.4K
$5.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-126- 1.28% |
$23.9K - $26K
|
9.71K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-126- 1.57% |
$23.9K - $26K
|
7.88K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-127- 8.18% |
$24.1K - $26.2K
|
1.43K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-127- 0.15% |
$24.1K - $26.2K
|
83.5K
$14.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-130- 5.98% |
$24.6K - $26.8K
|
2.05K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-130- 1.27% |
$24.6K - $26.8K
|
10.1K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-130- 5.55% |
$24.6K - $26.8K
|
2.21K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-133- 5.42% |
$25.2K - $27.4K
|
2.32K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-134- 1.1% |
$25.4K - $27.6K
|
12K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-139- 10.98% |
$26.3K - $28.7K
|
1.13K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140- 10.49% |
$26.5K - $28.9K
|
1.19K
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-144- 2.6% |
$27.3K - $29.7K
|
5.4K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-144- 8.17% |
$27.3K - $29.7K
|
1.62K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-145- 81.01% |
$27.5K - $29.9K
|
34
$6.03K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-145- 5.03% |
$27.5K - $29.9K
|
2.74K
$485K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-146- 1.14% |
$27.7K - $30.1K
|
12.7K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-149- 0.66% |
$28.2K - $30.7K
|
22.4K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-150- 3.38% |
$28.4K - $30.9K
|
4.29K
$762K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-153- 0.22% |
$29K - $31.5K
|
70.6K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-153- 3.28% |
$29K - $31.5K
|
4.51K
$801K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-154- 2.46% |
$29.2K - $31.8K
|
6.1K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-156- 0.34% |
$29.6K - $32.2K
|
45.8K
$8.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-158- 0.71% |
$29.9K - $32.6K
|
22K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-159- 2.73% |
$30.1K - $32.8K
|
5.66K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-160- 29.91% |
$30.3K - $33K
|
375
$66.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-162- 2.54% |
$30.7K - $33.4K
|
6.22K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-163- 5.55% |
$30.9K - $33.6K
|
2.77K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-164- 3.03% |
$31.1K - $33.8K
|
5.24K
$929K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-165- 5.3% |
$31.3K - $34K
|
2.95K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-165- 17.92% |
$31.3K - $34K
|
756
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-169- 6.13% |
$32K - $34.8K
|
2.59K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-173- 3.51% |
$32.8K - $35.7K
|
4.76K
$844K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-180- 5.05% |
$34.1K - $37.1K
|
3.38K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-180- 12.96% |
$34.1K - $37.1K
|
1.21K
$214K
|