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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.63MNew |
$309M - $336M
|
1.63M
$321M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
848K+ 19.14% |
$161M - $175M
|
5.28M
$1.04B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 3.82% |
$93.6M - $102M
|
13.4M
$2.65B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 3.86% |
$91.5M - $99.6M
|
13M
$2.56B
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
449K+ 46.48% |
$85M - $92.5M
|
1.41M
$278M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
404KNew |
$76.6M - $83.4M
|
404K
$79.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
268K+ 35.51% |
$50.8M - $55.2M
|
1.02M
$201M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
218KNew |
$41.4M - $45M
|
218K
$43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
201K+ 2.53% |
$38M - $41.4M
|
8.15M
$1.6B
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
186KNew |
$35.3M - $38.4M
|
186K
$36.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
184K+ 1452.8% |
$35M - $38M
|
197K
$38.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
184KNew |
$34.8M - $37.9M
|
184K
$36.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
179KNew |
$34M - $37M
|
179K
$35.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 7.53% |
$32.6M - $35.5M
|
2.46M
$483M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
167K+ 8.45% |
$31.7M - $34.4M
|
2.14M
$422M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
166K+ 11.33% |
$31.5M - $34.2M
|
1.63M
$321M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
143K+ 41.86% |
$27M - $29.4M
|
483K
$95.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
118K+ 4.99% |
$22.4M - $24.4M
|
2.48M
$489M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
93.7KNew |
$17.8M - $19.3M
|
93.7K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
88.1K+ 3.54% |
$16.7M - $18.2M
|
2.58M
$507M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
83.2KNew |
$15.8M - $17.2M
|
83.2K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
81.2K+ 2.31% |
$15.4M - $16.7M
|
3.6M
$709M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
79.6KNew |
$15.1M - $16.4M
|
79.6K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
75.9K+ 1104.22% |
$14.4M - $15.7M
|
82.8K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.7K+ 7.97% |
$14M - $15.2M
|
999K
$197M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
70.7KNew |
$13.4M - $14.6M
|
70.7K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66.6K+ 40.18% |
$12.6M - $13.7M
|
232K
$45.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
64.4K+ 32.2% |
$12.2M - $13.3M
|
265K
$52.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
62.9KNew |
$11.9M - $13M
|
62.9K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
62.1KNew |
$11.8M - $12.8M
|
62.1K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
52.7K+ 49.51% |
$9.98M - $10.9M
|
159K
$31.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52K+ 11.79% |
$9.86M - $10.7M
|
493K
$97.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.8K+ 5.78% |
$9.81M - $10.7M
|
948K
$187M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
51.3KNew |
$9.73M - $10.6M
|
51.3K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
49.6K+ 3.36% |
$9.41M - $10.2M
|
1.53M
$301M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
48.9KNew |
$9.26M - $10.1M
|
48.9K
$9.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
48.3K+ 4.62% |
$9.16M - $9.97M
|
1.09M
$215M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
47.1K+ 5814.32% |
$8.92M - $9.71M
|
47.9K
$9.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.6K+ 109.04% |
$8.84M - $9.62M
|
89.4K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
46.2K+ 514.37% |
$8.76M - $9.53M
|
55.2K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.6K+ 6.49% |
$8.65M - $9.41M
|
749K
$147M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
45.5KNew |
$8.63M - $9.39M
|
45.5K
$8.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
45.5K+ 83.71% |
$8.63M - $9.39M
|
99.9K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
43.4K+ 32.19% |
$8.23M - $8.96M
|
178K
$35.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
43.2K+ 4185.09% |
$8.19M - $8.91M
|
44.3K
$8.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
42.7KNew |
$8.08M - $8.8M
|
42.7K
$8.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
41.2K+ 6.28% |
$7.81M - $8.5M
|
697K
$137M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
41.2KNew |
$7.8M - $8.49M
|
41.2K
$8.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.1K+ 12.8% |
$7.79M - $8.48M
|
362K
$71.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
41K+ 122.61% |
$7.76M - $8.45M
|
74.4K
$14.6M
|