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
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 4.46% |
$948 - $1.03K
|
107
$22.1K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-5- 0.25% |
$948 - $1.03K
|
2.02K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$1.14K - $1.24K
|
4.35K
$898K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7- 0.77% |
$1.33K - $1.44K
|
899
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-7- 0.62% |
$1.33K - $1.44K
|
1.12K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 5.06% |
$1.52K - $1.65K
|
150
$31K
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-8- 0.43% |
$1.52K - $1.65K
|
1.84K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9- 0.29% |
$1.71K - $1.86K
|
3.05K
$630K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-9- 0.42% |
$1.71K - $1.86K
|
2.16K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-10- 0.42% |
$1.9K - $2.06K
|
2.38K
$490K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-10- 0.4% |
$1.9K - $2.06K
|
2.49K
$515K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-10- 0.14% |
$1.9K - $2.06K
|
7.24K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.03% |
$1.9K - $2.06K
|
32K
$6.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-10- 1.93% |
$1.9K - $2.06K
|
507
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11- 0.18% |
$2.08K - $2.27K
|
6.04K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11- 0.42% |
$2.08K - $2.27K
|
2.63K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-11- 0.28% |
$2.08K - $2.27K
|
3.93K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11- 0.16% |
$2.08K - $2.27K
|
6.87K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-12- 0.4% |
$2.27K - $2.47K
|
2.98K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-12- 0.54% |
$2.27K - $2.47K
|
2.2K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13- 0.17% |
$2.46K - $2.68K
|
7.64K
$1.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-14- 0.95% |
$2.65K - $2.89K
|
1.45K
$300K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-14- 0.42% |
$2.65K - $2.89K
|
3.34K
$690K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14- 0.41% |
$2.65K - $2.89K
|
3.39K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14- 2.52% |
$2.65K - $2.89K
|
542
$112K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-15- 1.04% |
$2.84K - $3.09K
|
1.43K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-16- 0.59% |
$3.03K - $3.3K
|
2.7K
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-16- 0.1% |
$3.03K - $3.3K
|
16.5K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-16- 0.29% |
$3.03K - $3.3K
|
5.44K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-16- 0.97% |
$3.03K - $3.3K
|
1.64K
$338K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-17- 0.71% |
$3.22K - $3.5K
|
2.39K
$494K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.59% |
$3.22K - $3.5K
|
1.05K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-17- 0.11% |
$3.22K - $3.5K
|
15.1K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-18- 0.36% |
$3.41K - $3.71K
|
4.99K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-18- 0.1% |
$3.41K - $3.71K
|
17.7K
$3.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-18- 0.92% |
$3.41K - $3.71K
|
1.94K
$400K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-18- 1.55% |
$3.41K - $3.71K
|
1.14K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-19- 0.09% |
$3.6K - $3.92K
|
20.6K
$4.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-20- 1.86% |
$3.79K - $4.12K
|
1.06K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-20- 1.52% |
$3.79K - $4.12K
|
1.29K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-20- 2.23% |
$3.79K - $4.12K
|
875
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21- 0.11% |
$3.98K - $4.33K
|
18.7K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-21- 0.56% |
$3.98K - $4.33K
|
3.7K
$764K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-22- 0.77% |
$4.17K - $4.54K
|
2.82K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22- 5.77% |
$4.17K - $4.54K
|
359
$74.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-23- 1.39% |
$4.36K - $4.74K
|
1.63K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-25- 1.92% |
$4.74K - $5.15K
|
1.28K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 3.54% |
$4.74K - $5.15K
|
682
$141K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-25- 0.15% |
$4.74K - $5.15K
|
16.3K
$3.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-25- 0.81% |
$4.74K - $5.15K
|
3.07K
$633K
|