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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.51K+ 2.85% |
$855K - $930K
|
163K
$31M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.41KNew |
$836K - $909K
|
4.41K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.37KNew |
$828K - $901K
|
4.37K
$833K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
4.34KNew |
$821K - $894K
|
4.34K
$826K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.24K+ 13.49% |
$804K - $875K
|
35.7K
$6.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.22KNew |
$799K - $869K
|
4.22K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.2K+ 4.58% |
$796K - $866K
|
96K
$18.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.17K+ 486.0% |
$789K - $859K
|
5.02K
$957K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.14KNew |
$784K - $853K
|
4.14K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.1K+ 13.21% |
$778K - $846K
|
35.2K
$6.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.03KNew |
$764K - $831K
|
4.03K
$769K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.01K+ 2.03% |
$759K - $826K
|
201K
$38.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.96KNew |
$751K - $817K
|
3.96K
$756K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.94KNew |
$746K - $812K
|
3.94K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
3.84KNew |
$728K - $792K
|
3.84K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.81K+ 3.33% |
$723K - $786K
|
118K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.76KNew |
$713K - $776K
|
3.76K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.75K+ 9.61% |
$711K - $774K
|
42.8K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.74KNew |
$709K - $771K
|
3.74K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.67K+ 10.7% |
$696K - $757K
|
38K
$7.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.66K+ 5.69% |
$694K - $755K
|
68.1K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 10.64% |
$694K - $755K
|
38.1K
$7.26M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
3.65KNew |
$691K - $752K
|
3.65K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.65KNew |
$691K - $752K
|
3.65K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.62K+ 200.89% |
$686K - $746K
|
5.42K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.58K+ 11.86% |
$678K - $737K
|
33.7K
$6.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.57KNew |
$676K - $735K
|
3.57K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.55K+ 83.48% |
$673K - $733K
|
7.81K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.48K+ 8.06% |
$659K - $717K
|
46.6K
$8.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.47K+ 11.79% |
$657K - $715K
|
32.9K
$6.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.46K+ 31.94% |
$655K - $713K
|
14.3K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.45K+ 4.23% |
$654K - $712K
|
85K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.45KNew |
$654K - $711K
|
3.45K
$658K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.45K+ 8.2% |
$653K - $711K
|
45.5K
$8.67M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.4KNew |
$645K - $702K
|
3.4K
$649K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.38KNew |
$641K - $698K
|
3.38K
$645K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.37K+ 5.58% |
$639K - $696K
|
63.8K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.35K+ 2.24% |
$635K - $690K
|
153K
$29.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.27K+ 5.35% |
$620K - $675K
|
64.5K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.27KNew |
$620K - $675K
|
3.27K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.25K+ 81.58% |
$616K - $670K
|
7.24K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.23KNew |
$612K - $665K
|
3.23K
$615K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.2KNew |
$606K - $659K
|
3.2K
$610K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.19K+ 1.57% |
$604K - $657K
|
206K
$39.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$604K - $657K
|
3.19K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.12K+ 23.03% |
$590K - $642K
|
16.6K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
3.11KNew |
$590K - $642K
|
3.11K
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.11K+ 2.18% |
$589K - $641K
|
146K
$27.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
3.08K+ 42.76% |
$583K - $634K
|
10.3K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.94K+ 6.37% |
$557K - $606K
|
49.1K
$9.37M
|