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 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-184- 2.54% |
$34.9K - $37.9K
|
7.07K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-184- 3.39% |
$34.9K - $37.9K
|
5.24K
$930K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-189- 4.23% |
$35.8K - $39K
|
4.27K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-191- 0.26% |
$36.2K - $39.4K
|
73.4K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-192- 6.33% |
$36.4K - $39.6K
|
2.84K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-194- 2.35% |
$36.8K - $40K
|
8.07K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-197- 1.14% |
$37.3K - $40.6K
|
17.1K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-200- 7.38% |
$37.9K - $41.2K
|
2.51K
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-200- 0.17% |
$37.9K - $41.2K
|
118K
$21M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-202- 3.04% |
$38.3K - $41.6K
|
6.45K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-202- 4.25% |
$38.3K - $41.6K
|
4.56K
$808K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 4.64% |
$38.7K - $42.1K
|
4.19K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-204- 5.39% |
$38.7K - $42.1K
|
3.58K
$635K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-206- 2.24% |
$39K - $42.5K
|
8.99K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-206- 2.4% |
$39K - $42.5K
|
8.38K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-206- 2.66% |
$39K - $42.5K
|
7.54K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-209- 1.71% |
$39.6K - $43.1K
|
12K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-214- 2.73% |
$40.6K - $44.1K
|
7.61K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-215- 2.21% |
$40.7K - $44.3K
|
9.5K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-215- 0.93% |
$40.7K - $44.3K
|
23K
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-215- 3.63% |
$40.7K - $44.3K
|
5.71K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-219- 17.12% |
$41.5K - $45.2K
|
1.06K
$188K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-220- 5.3% |
$41.7K - $45.4K
|
3.93K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-221- 3.76% |
$41.9K - $45.6K
|
5.65K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-222- 0.54% |
$42.1K - $45.8K
|
41.2K
$7.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-223- 8.62% |
$42.3K - $46K
|
2.36K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-224- 7.51% |
$42.4K - $46.2K
|
2.76K
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-226- 1.61% |
$42.8K - $46.6K
|
13.8K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-228- 22.87% |
$43.2K - $47K
|
769
$136K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-231- 1.53% |
$43.8K - $47.6K
|
14.8K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-237- 2.2% |
$44.9K - $48.9K
|
10.5K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-238- 12.26% |
$45.1K - $49.1K
|
1.7K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-240- 10.73% |
$45.5K - $49.5K
|
2K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-243- 1.65% |
$46K - $50.1K
|
14.5K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-251- 5.29% |
$47.6K - $51.7K
|
4.5K
$797K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-254- 15.41% |
$48.1K - $52.4K
|
1.39K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-270- 6.53% |
$51.2K - $55.7K
|
3.87K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-272- 1.43% |
$51.5K - $56.1K
|
18.7K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-274- 4.56% |
$51.9K - $56.5K
|
5.74K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-279- 10.38% |
$52.9K - $57.5K
|
2.41K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-285- 4.54% |
$54K - $58.8K
|
6K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-287- 2.58% |
$54.4K - $59.2K
|
10.8K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-292- 1.28% |
$55.3K - $60.2K
|
22.6K
$4.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-295- 2.98% |
$55.9K - $60.8K
|
9.59K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-297- 90.83% |
$56.3K - $61.2K
|
30
$5.32K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-300- 12.55% |
$56.9K - $61.9K
|
2.09K
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-302- 12.38% |
$57.2K - $62.3K
|
2.14K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-305- 4.17% |
$57.8K - $62.9K
|
7.01K
$1.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-306- 0.36% |
$58K - $63.1K
|
84K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-324- 1.41% |
$61.4K - $66.8K
|
22.6K
$4.01M
|