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 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40K+ 298.77% |
$7.58M - $8.25M
|
53.4K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
37.1K+ 147.24% |
$7.04M - $7.66M
|
62.4K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
35KNew |
$6.64M - $7.22M
|
35K
$6.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35K+ 979.62% |
$6.62M - $7.21M
|
38.5K
$7.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.9KNew |
$6.61M - $7.2M
|
34.9K
$6.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
34.4KNew |
$6.52M - $7.1M
|
34.4K
$6.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
31.7KNew |
$6M - $6.53M
|
31.7K
$6.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.6KNew |
$5.99M - $6.52M
|
31.6K
$6.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
31.5K+ 1062.57% |
$5.97M - $6.49M
|
34.4K
$6.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
31KNew |
$5.87M - $6.39M
|
31K
$6.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
30.4KNew |
$5.76M - $6.27M
|
30.4K
$5.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
28.3K+ 138.85% |
$5.37M - $5.84M
|
48.8K
$9.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
27.9K+ 9.9% |
$5.29M - $5.75M
|
310K
$61M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27.5K+ 191.47% |
$5.22M - $5.68M
|
41.9K
$8.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
27.5KNew |
$5.21M - $5.67M
|
27.5K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
27.1K+ 560.48% |
$5.14M - $5.59M
|
32K
$6.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
26.6K+ 69.36% |
$5.03M - $5.47M
|
64.8K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
26KNew |
$4.92M - $5.35M
|
26K
$5.11M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
25.8KNew |
$4.9M - $5.33M
|
25.8K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.4K+ 9.18% |
$4.82M - $5.24M
|
302K
$59.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
25K+ 277.78% |
$4.74M - $5.15M
|
34K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
24.8K+ 65.25% |
$4.71M - $5.12M
|
62.9K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
24K+ 11.66% |
$4.56M - $4.96M
|
230K
$45.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
22.3KNew |
$4.23M - $4.6M
|
22.3K
$4.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
22.3KNew |
$4.23M - $4.6M
|
22.3K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
22.2KNew |
$4.21M - $4.58M
|
22.2K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
21.9KNew |
$4.16M - $4.52M
|
21.9K
$4.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21.7KNew |
$4.12M - $4.48M
|
21.7K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.8K+ 4.73% |
$3.95M - $4.3M
|
462K
$91M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.7K+ 18.05% |
$3.93M - $4.28M
|
136K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
20.3KNew |
$3.84M - $4.18M
|
20.3K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19.6K+ 15.96% |
$3.7M - $4.03M
|
142K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
19.3K+ 7.26% |
$3.65M - $3.97M
|
284K
$56M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
18.7KNew |
$3.53M - $3.85M
|
18.7K
$3.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
18.4K+ 6.04% |
$3.48M - $3.79M
|
323K
$63.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
18.3KNew |
$3.48M - $3.78M
|
18.3K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 3.46% |
$3.47M - $3.77M
|
547K
$108M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
18KNew |
$3.41M - $3.71M
|
18K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 15.95% |
$3.26M - $3.54M
|
125K
$24.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
16.6KNew |
$3.15M - $3.43M
|
16.6K
$3.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.4K+ 12.95% |
$3.12M - $3.39M
|
143K
$28.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.3K+ 16.17% |
$3.09M - $3.36M
|
117K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16K+ 17.35% |
$3.04M - $3.3M
|
108K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.8KNew |
$3M - $3.26M
|
15.8K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15.4K+ 9.67% |
$2.93M - $3.18M
|
175K
$34.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.4K+ 50.03% |
$2.92M - $3.18M
|
46.3K
$9.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 2.36% |
$2.92M - $3.18M
|
669K
$132M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15.3K+ 38.4% |
$2.9M - $3.15M
|
55.1K
$10.8M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.2KNew |
$2.89M - $3.14M
|
15.2K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.2KNew |
$2.87M - $3.13M
|
15.2K
$2.99M
|