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
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
346+ 2.58% |
$65.6K - $71.3K
|
13.8K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
320+ 4.22% |
$60.6K - $66K
|
7.9K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
319+ 31.52% |
$60.5K - $65.8K
|
1.33K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
307+ 8.63% |
$58.2K - $63.3K
|
3.87K
$758K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
304+ 4.94% |
$57.6K - $62.7K
|
6.45K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 33.41% |
$56.9K - $61.9K
|
1.2K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
300+ 0.8% |
$56.9K - $61.9K
|
37.6K
$7.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
299+ 74.94% |
$56.7K - $61.6K
|
698
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
295+ 8.41% |
$55.9K - $60.8K
|
3.8K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
295+ 16.71% |
$55.9K - $60.8K
|
2.06K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
265+ 23.35% |
$50.2K - $54.6K
|
1.4K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
253+ 2.05% |
$47.9K - $52.2K
|
12.6K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
239+ 1.09% |
$45.3K - $49.3K
|
22.3K
$4.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
208+ 3.46% |
$39.4K - $42.9K
|
6.23K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
202+ 1.27% |
$38.3K - $41.6K
|
16K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
200+ 11.47% |
$37.9K - $41.2K
|
1.94K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
194+ 119.02% |
$36.8K - $40K
|
357
$70K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
193+ 2.95% |
$36.6K - $39.8K
|
6.75K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
190+ 0.54% |
$36K - $39.2K
|
35.2K
$6.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
190+ 0.07% |
$36K - $39.2K
|
292K
$57.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
187+ 1.6% |
$35.4K - $38.6K
|
11.9K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
183New |
$34.7K - $37.7K
|
183
$35.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
179+ 3.32% |
$33.9K - $36.9K
|
5.58K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
170New |
$32.2K - $35K
|
170
$33.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
169+ 1.5% |
$32K - $34.8K
|
11.4K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
160+ 0.56% |
$30.3K - $33K
|
28.7K
$5.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
159+ 2.28% |
$30.1K - $32.8K
|
7.13K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
159+ 1.34% |
$30.1K - $32.8K
|
12K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
153+ 12.23% |
$29K - $31.5K
|
1.4K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
152+ 1.35% |
$28.8K - $31.3K
|
11.4K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
144+ 7.44% |
$27.3K - $29.7K
|
2.08K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
143+ 1.49% |
$27.1K - $29.5K
|
9.73K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
124New |
$23.5K - $25.6K
|
124
$24.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
120+ 7.61% |
$22.7K - $24.7K
|
1.7K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
119+ 0.17% |
$22.6K - $24.5K
|
70.1K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
118+ 2.04% |
$22.4K - $24.3K
|
5.89K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
116+ 3.89% |
$22K - $23.9K
|
3.1K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.8% |
$21.2K - $23.1K
|
14K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
102New |
$19.3K - $21K
|
102
$20K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
102+ 0.28% |
$19.3K - $21K
|
36.4K
$7.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
88+ 4.15% |
$16.7K - $18.1K
|
2.21K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 1.18% |
$16.3K - $17.7K
|
7.37K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
85+ 2.05% |
$16.1K - $17.5K
|
4.22K
$829K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
83+ 0.7% |
$15.7K - $17.1K
|
11.9K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
81+ 11.2% |
$15.3K - $16.7K
|
804
$158K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
78+ 0.14% |
$14.8K - $16.1K
|
56.3K
$11M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
78New |
$14.8K - $16.1K
|
78
$15.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
76+ 100.0% |
$14.4K - $15.7K
|
152
$29.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
76+ 4.89% |
$14.4K - $15.7K
|
1.63K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
69+ 2.92% |
$13.1K - $14.2K
|
2.43K
$477K
|