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 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.9K+ 1.25% |
$549K - $597K
|
235K
$44.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.82K+ 261.13% |
$533K - $580K
|
3.89K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.81K+ 19.33% |
$533K - $580K
|
17.4K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.81K+ 3.65% |
$532K - $579K
|
79.8K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.76K+ 27.97% |
$524K - $570K
|
12.6K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.72K+ 9.98% |
$515K - $560K
|
29.9K
$5.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.72K+ 16.05% |
$515K - $560K
|
19.6K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
2.71KNew |
$514K - $559K
|
2.71K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.71KNew |
$513K - $558K
|
2.71K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.64K+ 0.95% |
$500K - $543K
|
280K
$53.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.63KNew |
$499K - $543K
|
2.63K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.61KNew |
$495K - $539K
|
2.61K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 87.51% |
$494K - $537K
|
5.58K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.59KNew |
$490K - $533K
|
2.59K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.58K+ 62.46% |
$489K - $532K
|
6.72K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.57KNew |
$487K - $530K
|
2.57K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.49K+ 15.34% |
$471K - $513K
|
18.7K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.48K+ 7.25% |
$470K - $511K
|
36.7K
$6.99M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.45K+ 6.16% |
$465K - $506K
|
42.3K
$8.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.44K+ 2.31% |
$463K - $504K
|
108K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.38KNew |
$451K - $490K
|
2.38K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.38KNew |
$450K - $490K
|
2.38K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.35K+ 18.94% |
$446K - $485K
|
14.8K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.32KNew |
$439K - $477K
|
2.32K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.3KNew |
$437K - $475K
|
2.3K
$439K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.21KNew |
$420K - $456K
|
2.21K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
2.19KNew |
$415K - $452K
|
2.19K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.19K+ 3.95% |
$415K - $451K
|
57.6K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.17K+ 0.45% |
$411K - $447K
|
479K
$91.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.17K+ 8.85% |
$411K - $447K
|
26.6K
$5.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
2.17KNew |
$410K - $446K
|
2.17K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 51.76% |
$408K - $443K
|
6.31K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.13KNew |
$404K - $440K
|
2.13K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.13K+ 28.23% |
$404K - $439K
|
9.67K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.13K+ 127.63% |
$403K - $438K
|
3.79K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.11KNew |
$401K - $436K
|
2.11K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 7.44% |
$398K - $433K
|
30.3K
$5.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.08K+ 13.42% |
$395K - $430K
|
17.6K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.08K+ 6.69% |
$394K - $429K
|
33.2K
$6.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$391K - $425K
|
2.06K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.03K+ 5.06% |
$385K - $419K
|
42.1K
$8.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.01K+ 29.66% |
$381K - $415K
|
8.8K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.01K+ 1.86% |
$381K - $414K
|
110K
$21M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2KNew |
$380K - $413K
|
2K
$382K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.99KNew |
$378K - $411K
|
1.99K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.97K+ 14.95% |
$373K - $406K
|
15.1K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.93K+ 0.94% |
$366K - $398K
|
207K
$39.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.92K+ 5.48% |
$364K - $396K
|
37K
$7.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.9KNew |
$360K - $392K
|
1.9K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
1.89KNew |
$358K - $390K
|
1.89K
$360K
|