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 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
315+ 0.43% |
$59.7K - $64.9K
|
73.2K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
312New |
$59.1K - $64.3K
|
312
$61K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
308+ 2.16% |
$58.4K - $63.5K
|
14.6K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
307+ 8.63% |
$58.2K - $63.3K
|
3.87K
$756K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
304+ 4.94% |
$57.6K - $62.7K
|
6.45K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
304+ 28.04% |
$57.6K - $62.7K
|
1.39K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
300+ 0.8% |
$56.9K - $61.9K
|
37.6K
$7.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 33.41% |
$56.9K - $61.9K
|
1.2K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
299+ 74.94% |
$56.7K - $61.6K
|
698
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
295+ 8.41% |
$55.9K - $60.8K
|
3.8K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
295+ 16.71% |
$55.9K - $60.8K
|
2.06K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
295+ 9.72% |
$55.9K - $60.8K
|
3.33K
$651K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
295+ 15.73% |
$55.9K - $60.8K
|
2.17K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
294+ 264.86% |
$55.7K - $60.6K
|
405
$79.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
287+ 7.44% |
$54.4K - $59.2K
|
4.15K
$811K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
265+ 23.35% |
$50.2K - $54.6K
|
1.4K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
262+ 8.76% |
$49.6K - $54K
|
3.25K
$636K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
258New |
$48.9K - $53.2K
|
258
$50.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
253+ 2.05% |
$47.9K - $52.2K
|
12.6K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
246+ 0.17% |
$46.6K - $50.7K
|
143K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
244+ 11.48% |
$46.2K - $50.3K
|
2.37K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
239+ 1.09% |
$45.3K - $49.3K
|
22.3K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
239+ 18.56% |
$45.3K - $49.3K
|
1.53K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
235+ 5.88% |
$44.5K - $48.4K
|
4.23K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
231+ 18.73% |
$43.8K - $47.6K
|
1.46K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
227New |
$43K - $46.8K
|
227
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
220New |
$41.7K - $45.4K
|
220
$43K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
216+ 8.66% |
$40.9K - $44.5K
|
2.71K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
216+ 10.41% |
$40.9K - $44.5K
|
2.29K
$448K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
216+ 1.24% |
$40.9K - $44.5K
|
17.6K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
214New |
$40.6K - $44.1K
|
214
$41.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
208+ 3.46% |
$39.4K - $42.9K
|
6.23K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
206+ 2.03% |
$39K - $42.5K
|
10.3K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
202+ 1.27% |
$38.3K - $41.6K
|
16K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
200+ 11.47% |
$37.9K - $41.2K
|
1.94K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
195+ 14.08% |
$37K - $40.2K
|
1.58K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
194+ 119.02% |
$36.8K - $40K
|
357
$69.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
194+ 90.65% |
$36.8K - $40K
|
408
$79.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
193+ 2.95% |
$36.6K - $39.8K
|
6.75K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
191+ 0.87% |
$36.2K - $39.4K
|
22.1K
$4.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
190+ 0.07% |
$36K - $39.2K
|
292K
$57.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
190+ 0.54% |
$36K - $39.2K
|
35.2K
$6.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
187+ 1.6% |
$35.4K - $38.6K
|
11.9K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
183New |
$34.7K - $37.7K
|
183
$35.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
179+ 3.32% |
$33.9K - $36.9K
|
5.58K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
176New |
$33.4K - $36.3K
|
176
$34.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
172+ 0.59% |
$32.6K - $35.5K
|
29.3K
$5.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
172+ 0.86% |
$32.6K - $35.5K
|
20.1K
$3.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
170New |
$32.2K - $35K
|
170
$33.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
169+ 1.5% |
$32K - $34.8K
|
11.4K
$2.24M
|