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 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.1K- 3.22% |
$587K - $639K
|
93.1K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.17K- 20.25% |
$600K - $653K
|
12.5K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.18K- 50.25% |
$603K - $656K
|
3.15K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.23K- 1.78% |
$611K - $665K
|
178K
$31.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.34K- 25.97% |
$633K - $689K
|
9.53K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.4K- 3.19% |
$644K - $701K
|
103K
$18.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.55K- 18.96% |
$673K - $732K
|
15.2K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.57K- 1.05% |
$677K - $736K
|
338K
$59.9M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3.64K- 20.36% |
$689K - $750K
|
14.2K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.67K- 64.86% |
$696K - $757K
|
1.99K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.7K- 5.08% |
$702K - $764K
|
69.2K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.71K- 40.19% |
$704K - $766K
|
5.53K
$980K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.75K- 25.3% |
$711K - $774K
|
11.1K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.75K- 1.51% |
$711K - $774K
|
245K
$43.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.81K- 10.79% |
$722K - $786K
|
31.5K
$5.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.82K- 22.41% |
$723K - $787K
|
13.2K
$2.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.85K- 6.36% |
$729K - $793K
|
56.6K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.85K- 0.86% |
$729K - $794K
|
442K
$78.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.87K- 30.0% |
$734K - $799K
|
9.04K
$1.6M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.91K- 30.35% |
$741K - $807K
|
8.98K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.04K- 1.72% |
$765K - $833K
|
230K
$40.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.06K- 16.92% |
$769K - $837K
|
19.9K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.14K- 5.75% |
$785K - $854K
|
67.8K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.19K- 3.5% |
$794K - $864K
|
115K
$20.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.28K- 25.79% |
$812K - $883K
|
12.3K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.38K- 21.58% |
$830K - $903K
|
15.9K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.4K- 8.8% |
$833K - $907K
|
45.6K
$8.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.51K- 8.32% |
$854K - $929K
|
49.6K
$8.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.6K- 2.59% |
$872K - $949K
|
173K
$30.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.64K- 4.11% |
$879K - $956K
|
108K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.17K- 10.81% |
$979K - $1.07M
|
42.6K
$7.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5.47K- 51.86% |
$1.04M - $1.13M
|
5.08K
$901K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.63K- 71.2% |
$1.07M - $1.16M
|
2.28K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.68K- 5.27% |
$1.08M - $1.17M
|
102K
$18.1M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.96K- 96.64% |
$1.13M - $1.23M
|
207
$36.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.17K- 12.15% |
$1.17M - $1.27M
|
44.6K
$7.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.22K- 3.03% |
$1.18M - $1.28M
|
199K
$35.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.28K- 6.04% |
$1.19M - $1.29M
|
97.7K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.44K- 34.39% |
$1.22M - $1.33M
|
12.3K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.48K- 45.99% |
$1.23M - $1.34M
|
7.61K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.05K- 36.91% |
$1.34M - $1.45M
|
12K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.2K- 14.27% |
$1.36M - $1.48M
|
43.2K
$7.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.26K- 3.42% |
$1.37M - $1.5M
|
205K
$36.3M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.59K- 96.42% |
$1.44M - $1.56M
|
282
$50K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-7.59K- 24.72% |
$1.44M - $1.57M
|
23.1K
$4.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-8.58K- 2.18% |
$1.63M - $1.77M
|
386K
$68.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.83K- 12.12% |
$1.67M - $1.82M
|
64K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-8.83K- 66.41% |
$1.67M - $1.82M
|
4.47K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.2K- 40.53% |
$1.74M - $1.9M
|
13.5K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.87K- 3.06% |
$1.87M - $2.03M
|
312K
$55.4M
|