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 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
480+ 21.78% |
$91K - $99K
|
2.68K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
479+ 4.98% |
$90.8K - $98.8K
|
10.1K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
467+ 8.91% |
$88.5K - $96.3K
|
5.71K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
464+ 1.01% |
$87.9K - $95.7K
|
46.2K
$9.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
462+ 22.62% |
$87.5K - $95.3K
|
2.5K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
460+ 0.16% |
$87.2K - $94.8K
|
284K
$55.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
454+ 41.2% |
$86K - $93.6K
|
1.56K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
450New |
$85.3K - $92.8K
|
450
$88K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
445+ 0.16% |
$84.3K - $91.7K
|
280K
$54.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
444+ 18.45% |
$84.1K - $91.5K
|
2.85K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
444+ 1.69% |
$84.1K - $91.5K
|
26.7K
$5.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
436+ 12.59% |
$82.6K - $89.9K
|
3.9K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
428+ 13.14% |
$81.1K - $88.2K
|
3.69K
$721K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
427+ 24.1% |
$80.9K - $88K
|
2.2K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
425+ 9.08% |
$80.5K - $87.6K
|
5.1K
$998K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
417+ 0.56% |
$79K - $86K
|
74.5K
$14.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
404+ 6.39% |
$76.6K - $83.3K
|
6.73K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
404+ 6.41% |
$76.6K - $83.3K
|
6.71K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
399+ 28.38% |
$75.6K - $82.3K
|
1.81K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
399+ 32.31% |
$75.6K - $82.3K
|
1.63K
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
397+ 0.61% |
$75.2K - $81.8K
|
65.3K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
396+ 2.69% |
$75K - $81.6K
|
15.1K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
396+ 2.45% |
$75K - $81.6K
|
16.6K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
394+ 6.18% |
$74.7K - $81.2K
|
6.77K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
382+ 0.03% |
$72.4K - $78.8K
|
1.11M
$216M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
373+ 6.19% |
$70.7K - $76.9K
|
6.4K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
373+ 9.86% |
$70.7K - $76.9K
|
4.16K
$813K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
372+ 10.91% |
$70.5K - $76.7K
|
3.78K
$740K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
370+ 2.93% |
$70.1K - $76.3K
|
13K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
369+ 5.11% |
$69.9K - $76.1K
|
7.59K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
366New |
$69.4K - $75.5K
|
366
$71.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
357+ 6.8% |
$67.7K - $73.6K
|
5.61K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
356+ 1.41% |
$67.5K - $73.4K
|
25.7K
$5.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
352New |
$66.7K - $72.6K
|
352
$68.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 0.83% |
$66.3K - $72.2K
|
42.6K
$8.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
346+ 2.58% |
$65.6K - $71.3K
|
13.8K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
346+ 10.25% |
$65.6K - $71.3K
|
3.72K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
345New |
$65.4K - $71.1K
|
345
$67.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
341+ 14.5% |
$64.6K - $70.3K
|
2.69K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
340+ 6.3% |
$64.4K - $70.1K
|
5.74K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
337+ 12.96% |
$63.9K - $69.5K
|
2.94K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
336+ 9.25% |
$63.7K - $69.3K
|
3.97K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
331+ 1.02% |
$62.7K - $68.2K
|
32.8K
$6.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
329+ 2.81% |
$62.3K - $67.8K
|
12K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
328+ 4.79% |
$62.2K - $67.6K
|
7.18K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
326+ 5.14% |
$61.8K - $67.2K
|
6.66K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
322+ 4.4% |
$61K - $66.4K
|
7.63K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
320+ 4.22% |
$60.6K - $66K
|
7.9K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
320+ 10.14% |
$60.6K - $66K
|
3.48K
$680K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
319+ 31.52% |
$60.5K - $65.8K
|
1.33K
$260K
|