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 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
920+ 32.45% |
$174K - $190K
|
3.76K
$715K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
907+ 70.69% |
$172K - $187K
|
2.19K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
907+ 0.69% |
$172K - $187K
|
133K
$25.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
900+ 49.7% |
$171K - $186K
|
2.71K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
897+ 17.48% |
$170K - $185K
|
6.03K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
876+ 11.35% |
$166K - $181K
|
8.59K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
869+ 0.93% |
$165K - $179K
|
94.7K
$18M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
869+ 84.62% |
$165K - $179K
|
1.9K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
857+ 40.25% |
$162K - $177K
|
2.99K
$569K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
856New |
$162K - $176K
|
856
$163K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
854+ 7.9% |
$162K - $176K
|
11.7K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
846+ 2.14% |
$160K - $174K
|
40.3K
$7.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
794+ 7.59% |
$150K - $164K
|
11.3K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
788+ 7.79% |
$149K - $162K
|
10.9K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
775New |
$147K - $160K
|
775
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
771+ 12.79% |
$146K - $159K
|
6.8K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
771+ 5.75% |
$146K - $159K
|
14.2K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
771+ 54.26% |
$146K - $159K
|
2.19K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
766+ 2.65% |
$145K - $158K
|
29.7K
$5.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
760+ 1.44% |
$144K - $157K
|
53.5K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
758+ 8.97% |
$144K - $156K
|
9.21K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
752+ 4.82% |
$143K - $155K
|
16.4K
$3.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
731+ 3.24% |
$139K - $151K
|
23.3K
$4.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
730+ 2.42% |
$138K - $151K
|
30.9K
$5.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
724+ 17.62% |
$137K - $149K
|
4.83K
$921K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
721+ 2.5% |
$137K - $149K
|
29.6K
$5.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
709+ 1.33% |
$134K - $146K
|
54.1K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
701+ 25.72% |
$133K - $145K
|
3.43K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
700+ 47.91% |
$133K - $144K
|
2.16K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
698New |
$132K - $144K
|
698
$133K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
697+ 1.86% |
$132K - $144K
|
38.1K
$7.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
690+ 63.95% |
$131K - $142K
|
1.77K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
683+ 30.57% |
$129K - $141K
|
2.92K
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
675+ 3.44% |
$128K - $139K
|
20.3K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
647New |
$123K - $133K
|
647
$123K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
633+ 4.29% |
$120K - $131K
|
15.4K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
631+ 1.59% |
$120K - $130K
|
40.4K
$7.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
631New |
$120K - $130K
|
631
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
606+ 5.05% |
$115K - $125K
|
12.6K
$2.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
600+ 48.23% |
$114K - $124K
|
1.84K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
594+ 0.29% |
$113K - $122K
|
209K
$39.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
592+ 2.26% |
$112K - $122K
|
26.8K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
590+ 9.97% |
$112K - $122K
|
6.51K
$1.24M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
576+ 14.09% |
$109K - $119K
|
4.66K
$888K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
572+ 1.23% |
$108K - $118K
|
47.1K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
560+ 0.66% |
$106K - $115K
|
85.7K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
556+ 2.11% |
$105K - $115K
|
26.9K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
549+ 0.36% |
$104K - $113K
|
153K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
547+ 6.82% |
$104K - $113K
|
8.57K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
546+ 3.13% |
$103K - $113K
|
18K
$3.43M
|