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 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-25- 0.81% |
$4.74K - $5.15K
|
3.07K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-25- 0.45% |
$4.74K - $5.15K
|
5.54K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-27- 0.25% |
$5.12K - $5.57K
|
10.8K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-27- 4.7% |
$5.12K - $5.57K
|
547
$107K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 25.44% |
$5.5K - $5.98K
|
85
$16.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-34- 1.98% |
$6.44K - $7.01K
|
1.68K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-36- 0.6% |
$6.82K - $7.42K
|
5.95K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-37- 2.84% |
$7.01K - $7.63K
|
1.26K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-37- 1.62% |
$7.01K - $7.63K
|
2.25K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-38- 2.6% |
$7.2K - $7.83K
|
1.43K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39- 0.46% |
$7.39K - $8.04K
|
8.36K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-40- 0.26% |
$7.58K - $8.25K
|
15.2K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-40- 1.14% |
$7.58K - $8.25K
|
3.45K
$675K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-40- 0.55% |
$7.58K - $8.25K
|
7.24K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 16.67% |
$7.58K - $8.25K
|
200
$39.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-40- 0.32% |
$7.58K - $8.25K
|
12.5K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-42- 0.41% |
$7.96K - $8.66K
|
10.2K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-43- 27.74% |
$8.15K - $8.87K
|
112
$21.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 3.61% |
$8.34K - $9.07K
|
1.18K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-45- 2.4% |
$8.53K - $9.28K
|
1.83K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-48- 1.07% |
$9.1K - $9.9K
|
4.43K
$865K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 5.81% |
$9.29K - $10.1K
|
794
$155K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-50- 2.89% |
$9.48K - $10.3K
|
1.68K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-50- 1.56% |
$9.48K - $10.3K
|
3.16K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-50- 1.11% |
$9.48K - $10.3K
|
4.45K
$870K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-50- 2.16% |
$9.48K - $10.3K
|
2.27K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-50- 3.12% |
$9.48K - $10.3K
|
1.55K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50- 2.42% |
$9.48K - $10.3K
|
2.02K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-51- 0.66% |
$9.66K - $10.5K
|
7.68K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-51- 2.37% |
$9.66K - $10.5K
|
2.1K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-52- 3.13% |
$9.85K - $10.7K
|
1.61K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 1.63% |
$10.2K - $11.1K
|
3.26K
$637K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-56- 0.23% |
$10.6K - $11.5K
|
23.9K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-57- 5.89% |
$10.8K - $11.8K
|
910
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 2.47% |
$11.2K - $12.2K
|
2.33K
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-65- 20.5% |
$12.3K - $13.4K
|
252
$49.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-65- 0.88% |
$12.3K - $13.4K
|
7.34K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-66- 0.63% |
$12.5K - $13.6K
|
10.4K
$2.03M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.76% |
$12.5K - $13.6K
|
8.62K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-67- 2.09% |
$12.7K - $13.8K
|
3.13K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-68- 4.74% |
$12.9K - $14K
|
1.37K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-70- 2.92% |
$13.3K - $14.4K
|
2.33K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-72- 0.75% |
$13.6K - $14.8K
|
9.51K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-72- 4.06% |
$13.6K - $14.8K
|
1.7K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-73- 2.3% |
$13.8K - $15.1K
|
3.1K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-73- 2.83% |
$13.8K - $15.1K
|
2.51K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-73- 0.73% |
$13.8K - $15.1K
|
9.99K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-74- 3.57% |
$14K - $15.3K
|
2K
$391K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-74- 2.55% |
$14K - $15.3K
|
2.83K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-75- 0.3% |
$14.2K - $15.5K
|
24.8K
$4.85M
|