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 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.4K+ 599.93% |
$1.59M - $1.73M
|
9.8K
$1.87M
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
8.4KNew |
$1.59M - $1.73M
|
8.4K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Marathon Partners Equity Management, LLC
New York, NY |
BUY
|
- |
8.25KNew |
$1.56M - $1.7M
|
8.25K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.22K+ 3.62% |
$1.56M - $1.69M
|
235K
$44.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.07KNew |
$1.53M - $1.66M
|
8.07K
$1.54M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7.86KNew |
$1.49M - $1.62M
|
7.86K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.78K+ 9.68% |
$1.47M - $1.6M
|
88.2K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.59K+ 4.26% |
$1.44M - $1.56M
|
185K
$35.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.43K+ 412.15% |
$1.41M - $1.53M
|
9.23K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.19K+ 12.15% |
$1.36M - $1.48M
|
66.4K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
7.07K+ 52.57% |
$1.34M - $1.46M
|
20.5K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
7.01K+ 36.67% |
$1.33M - $1.45M
|
26.1K
$4.98M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.71KNew |
$1.27M - $1.38M
|
6.71K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
6.7K+ 1.56% |
$1.27M - $1.38M
|
437K
$83.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.55K+ 41.69% |
$1.24M - $1.35M
|
22.3K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
6.46KNew |
$1.22M - $1.33M
|
6.46K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
6.41K+ 20.76% |
$1.22M - $1.32M
|
37.3K
$7.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.38KNew |
$1.21M - $1.32M
|
6.38K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
6.34K+ 3064.73% |
$1.2M - $1.31M
|
6.55K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.31K+ 15.22% |
$1.2M - $1.3M
|
47.8K
$9.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.19K+ 392.64% |
$1.17M - $1.28M
|
7.77K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.12KNew |
$1.16M - $1.26M
|
6.12K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.09K+ 6.09% |
$1.15M - $1.26M
|
106K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6K+ 30.58% |
$1.14M - $1.24M
|
25.6K
$4.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.92K+ 3.94% |
$1.12M - $1.22M
|
156K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
5.81KNew |
$1.1M - $1.2M
|
5.81K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.74K+ 52.79% |
$1.09M - $1.18M
|
16.6K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.71K+ 25.1% |
$1.08M - $1.18M
|
28.5K
$5.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
5.7K+ 274.43% |
$1.08M - $1.18M
|
7.78K
$1.48M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
5.69KNew |
$1.08M - $1.17M
|
5.69K
$1.08M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
5.67KNew |
$1.07M - $1.17M
|
5.67K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
5.65KNew |
$1.07M - $1.17M
|
5.65K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.53K+ 5.3% |
$1.05M - $1.14M
|
110K
$20.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.51K+ 1.66% |
$1.04M - $1.14M
|
338K
$64.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
5.51KNew |
$1.04M - $1.14M
|
5.51K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.42KNew |
$1.03M - $1.12M
|
5.42K
$1.03M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
5.32K+ 9.85% |
$1.01M - $1.1M
|
59.3K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.22KNew |
$990K - $1.08M
|
5.22K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.15K+ 103.87% |
$976K - $1.06M
|
10.1K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
5.03K+ 8.31% |
$952K - $1.04M
|
65.5K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.01K+ 6.92% |
$949K - $1.03M
|
77.4K
$14.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.01KNew |
$949K - $1.03M
|
5.01K
$955K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.99KNew |
$946K - $1.03M
|
4.99K
$951K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$937K - $1.02M
|
4.95K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.95K+ 73.72% |
$937K - $1.02M
|
11.7K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.89KNew |
$926K - $1.01M
|
4.89K
$931K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
4.86KNew |
$920K - $1M
|
4.86K
$926K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.8K+ 186.15% |
$909K - $989K
|
7.37K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
4.73KNew |
$896K - $975K
|
4.73K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.57KNew |
$866K - $942K
|
4.57K
$871K
|