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 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
253+ 2.05% |
$47.9K - $52.2K
|
12.6K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
246+ 0.17% |
$46.6K - $50.7K
|
143K
$29.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
244+ 11.48% |
$46.2K - $50.3K
|
2.37K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
239+ 1.09% |
$45.3K - $49.3K
|
22.3K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
239+ 18.56% |
$45.3K - $49.3K
|
1.53K
$312K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
237New |
$44.9K - $48.9K
|
237
$48.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
235+ 5.88% |
$44.5K - $48.4K
|
4.23K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
231+ 18.73% |
$43.8K - $47.6K
|
1.46K
$300K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
231New |
$43.8K - $47.6K
|
231
$47.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
227New |
$43K - $46.8K
|
227
$46.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
220New |
$41.7K - $45.4K
|
220
$45K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
216+ 8.66% |
$40.9K - $44.5K
|
2.71K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
216+ 10.41% |
$40.9K - $44.5K
|
2.29K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
216+ 1.24% |
$40.9K - $44.5K
|
17.6K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
214New |
$40.6K - $44.1K
|
214
$43.8K
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
210+ 40.08% |
$39.8K - $43.3K
|
734
$150K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
210+ 40.08% |
$39.8K - $43.3K
|
734
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
208+ 3.46% |
$39.4K - $42.9K
|
6.23K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
206+ 2.03% |
$39K - $42.5K
|
10.3K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
202+ 1.27% |
$38.3K - $41.6K
|
16K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
200+ 11.47% |
$37.9K - $41.2K
|
1.94K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
195+ 14.08% |
$37K - $40.2K
|
1.58K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
194+ 119.02% |
$36.8K - $40K
|
357
$73K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
194+ 90.65% |
$36.8K - $40K
|
408
$83.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
193+ 2.95% |
$36.6K - $39.8K
|
6.75K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
191+ 0.87% |
$36.2K - $39.4K
|
22.1K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
190+ 0.07% |
$36K - $39.2K
|
292K
$59.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
190+ 0.54% |
$36K - $39.2K
|
35.2K
$7.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
187+ 1.6% |
$35.4K - $38.6K
|
11.9K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
183New |
$34.7K - $37.7K
|
183
$37.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
179+ 3.32% |
$33.9K - $36.9K
|
5.58K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
176New |
$33.4K - $36.3K
|
176
$36K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
172+ 0.59% |
$32.6K - $35.5K
|
29.3K
$5.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
172+ 0.86% |
$32.6K - $35.5K
|
20.1K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
170New |
$32.2K - $35K
|
170
$34.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
169+ 1.5% |
$32K - $34.8K
|
11.4K
$2.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
167+ 4.44% |
$31.6K - $34.4K
|
3.93K
$804K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
167+ 1.94% |
$31.6K - $34.4K
|
8.79K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
165New |
$31.3K - $34K
|
165
$33.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
165+ 8.27% |
$31.3K - $34K
|
2.16K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
163+ 5.88% |
$30.9K - $33.6K
|
2.93K
$600K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
160+ 0.56% |
$30.3K - $33K
|
28.7K
$5.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
160+ 9.66% |
$30.3K - $33K
|
1.82K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
159+ 2.28% |
$30.1K - $32.8K
|
7.13K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
159+ 1.34% |
$30.1K - $32.8K
|
12K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
157+ 0.24% |
$29.8K - $32.4K
|
64.6K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
155+ 1.25% |
$29.4K - $32K
|
12.6K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
153+ 12.23% |
$29K - $31.5K
|
1.4K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
152+ 1.35% |
$28.8K - $31.3K
|
11.4K
$2.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
152+ 1.83% |
$28.8K - $31.3K
|
8.46K
$1.73M
|