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 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
167+ 4.44% |
$31.6K - $34.4K
|
3.93K
$769K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
167+ 1.94% |
$31.6K - $34.4K
|
8.79K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
165New |
$31.3K - $34K
|
165
$32.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
165+ 8.27% |
$31.3K - $34K
|
2.16K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
163+ 5.88% |
$30.9K - $33.6K
|
2.93K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
160+ 0.56% |
$30.3K - $33K
|
28.7K
$5.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
160+ 9.66% |
$30.3K - $33K
|
1.82K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
159+ 2.28% |
$30.1K - $32.8K
|
7.13K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
159+ 1.34% |
$30.1K - $32.8K
|
12K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
157+ 0.24% |
$29.8K - $32.4K
|
64.6K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
155+ 1.25% |
$29.4K - $32K
|
12.6K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
153+ 12.23% |
$29K - $31.5K
|
1.4K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
152+ 1.35% |
$28.8K - $31.3K
|
11.4K
$2.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
152+ 1.83% |
$28.8K - $31.3K
|
8.46K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
150New |
$28.4K - $30.9K
|
150
$29.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
150+ 8.33% |
$28.4K - $30.9K
|
1.95K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
144+ 7.44% |
$27.3K - $29.7K
|
2.08K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
143+ 1.49% |
$27.1K - $29.5K
|
9.73K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
142+ 40.57% |
$26.9K - $29.3K
|
492
$96.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
137New |
$26K - $28.2K
|
137
$26.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
131+ 0.96% |
$24.8K - $27K
|
13.7K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
129+ 9.36% |
$24.4K - $26.6K
|
1.51K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
127+ 8.07% |
$24.1K - $26.2K
|
1.7K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
124New |
$23.5K - $25.6K
|
124
$24.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
124New |
$23.5K - $25.6K
|
124
$24.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
120+ 7.61% |
$22.7K - $24.7K
|
1.7K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
120+ 0.7% |
$22.7K - $24.7K
|
17.2K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
119+ 0.17% |
$22.6K - $24.5K
|
70.1K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
118+ 2.04% |
$22.4K - $24.3K
|
5.89K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
116+ 3.89% |
$22K - $23.9K
|
3.1K
$606K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
113+ 1.91% |
$21.4K - $23.3K
|
6.02K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.8% |
$21.2K - $23.1K
|
14K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.25% |
$19.7K - $21.4K
|
3.31K
$646K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
102New |
$19.3K - $21K
|
102
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
102+ 0.28% |
$19.3K - $21K
|
36.4K
$7.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 5.32% |
$19K - $20.6K
|
1.98K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
98+ 0.51% |
$18.6K - $20.2K
|
19.1K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
95+ 5.67% |
$18K - $19.6K
|
1.77K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
93+ 2.46% |
$17.6K - $19.2K
|
3.87K
$757K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
91+ 1.8% |
$17.2K - $18.8K
|
5.14K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
91+ 2.99% |
$17.2K - $18.8K
|
3.13K
$613K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
90+ 1.18% |
$17.1K - $18.6K
|
7.74K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
88+ 4.15% |
$16.7K - $18.1K
|
2.21K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 1.18% |
$16.3K - $17.7K
|
7.37K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
86New |
$16.3K - $17.7K
|
86
$16.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
85+ 2.05% |
$16.1K - $17.5K
|
4.22K
$826K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
83+ 0.7% |
$15.7K - $17.1K
|
11.9K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
82+ 0.18% |
$15.5K - $16.9K
|
45.4K
$8.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
82+ 3.99% |
$15.5K - $16.9K
|
2.14K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
81+ 11.2% |
$15.3K - $16.7K
|
804
$157K
|