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 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-328- 0.51% |
$62.2K - $67.6K
|
64.3K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-335- 4.43% |
$63.5K - $69.1K
|
7.23K
$1.28M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-351- 7.74% |
$66.5K - $72.4K
|
4.18K
$742K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-354- 0.89% |
$67.1K - $73K
|
39.5K
$7.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-355- 11.6% |
$67.3K - $73.2K
|
2.71K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-373- 3.43% |
$70.7K - $76.9K
|
10.5K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-375- 2.47% |
$71.1K - $77.3K
|
14.8K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-378- 12.89% |
$71.6K - $77.9K
|
2.56K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-379- 2.13% |
$71.8K - $78.1K
|
17.4K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-383- 0.96% |
$72.6K - $79K
|
39.4K
$6.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-389- 16.42% |
$73.7K - $80.2K
|
1.98K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-399- 1.75% |
$75.6K - $82.3K
|
22.3K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-407- 5.88% |
$77.1K - $83.9K
|
6.52K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-413- 2.16% |
$78.3K - $85.1K
|
18.7K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-418- 5.06% |
$79.2K - $86.2K
|
7.85K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-420- 0.67% |
$79.6K - $86.6K
|
62.4K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-424- 13.76% |
$80.3K - $87.4K
|
2.66K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-425- 13.95% |
$80.5K - $87.6K
|
2.62K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-426- 1.24% |
$80.7K - $87.8K
|
34K
$6.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-439- 0.16% |
$83.2K - $90.5K
|
272K
$48.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-447- 5.21% |
$84.7K - $92.2K
|
8.14K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-450- 20.06% |
$85.3K - $92.8K
|
1.79K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-459- 13.29% |
$87K - $94.6K
|
3K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-462- 28.15% |
$87.5K - $95.3K
|
1.18K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-465- 16.99% |
$88.1K - $95.9K
|
2.27K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-472- 1.39% |
$89.4K - $97.3K
|
33.4K
$5.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-476- 6.87% |
$90.2K - $98.1K
|
6.46K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-485- 2.45% |
$91.9K - $100K
|
19.3K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-493- 2.87% |
$93.4K - $102K
|
16.7K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-499- 0.9% |
$94.6K - $103K
|
54.7K
$9.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-502- 2.71% |
$95.1K - $103K
|
18K
$3.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-518- 7.92% |
$98.2K - $107K
|
6.02K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-531- 11.52% |
$101K - $109K
|
4.08K
$724K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-543- 0.41% |
$103K - $112K
|
133K
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-569- 4.47% |
$108K - $117K
|
12.1K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-570- 5.17% |
$108K - $118K
|
10.5K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-583- 7.57% |
$110K - $120K
|
7.12K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-602- 19.89% |
$114K - $124K
|
2.43K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-613- 2.55% |
$116K - $126K
|
23.4K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-617- 0.68% |
$117K - $127K
|
89.8K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-629- 1.74% |
$119K - $130K
|
35.6K
$6.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-634- 3.02% |
$120K - $131K
|
20.3K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-657- 28.32% |
$125K - $135K
|
1.66K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-666- 11.03% |
$126K - $137K
|
5.37K
$953K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-671- 2.07% |
$127K - $138K
|
31.7K
$5.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-679- 2.59% |
$129K - $140K
|
25.5K
$4.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-687- 1.43% |
$130K - $142K
|
47.3K
$8.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-705- 0.63% |
$134K - $145K
|
111K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-705- 14.13% |
$134K - $145K
|
4.29K
$760K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-706- 2.83% |
$134K - $146K
|
24.3K
$4.31M
|