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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-226- 1.61% |
$42.8K - $46.6K
|
13.8K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-228- 22.87% |
$43.2K - $47K
|
769
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-231- 1.53% |
$43.8K - $47.6K
|
14.8K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-237- 2.2% |
$44.9K - $48.9K
|
10.5K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-238- 12.26% |
$45.1K - $49.1K
|
1.7K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-240- 10.73% |
$45.5K - $49.5K
|
2K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-243- 1.65% |
$46K - $50.1K
|
14.5K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-251- 5.29% |
$47.6K - $51.7K
|
4.5K
$879K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-254- 15.41% |
$48.1K - $52.4K
|
1.39K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-270- 6.53% |
$51.2K - $55.7K
|
3.87K
$756K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-272- 1.43% |
$51.5K - $56.1K
|
18.7K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-274- 4.56% |
$51.9K - $56.5K
|
5.74K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-279- 10.38% |
$52.9K - $57.5K
|
2.41K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-285- 4.54% |
$54K - $58.8K
|
6K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-287- 2.58% |
$54.4K - $59.2K
|
10.8K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-292- 1.28% |
$55.3K - $60.2K
|
22.6K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-295- 2.98% |
$55.9K - $60.8K
|
9.59K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-297- 90.83% |
$56.3K - $61.2K
|
30
$5.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-300- 12.55% |
$56.9K - $61.9K
|
2.09K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-302- 12.38% |
$57.2K - $62.3K
|
2.14K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-305- 4.17% |
$57.8K - $62.9K
|
7.01K
$1.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-306- 0.36% |
$58K - $63.1K
|
84K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-324- 1.41% |
$61.4K - $66.8K
|
22.6K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-328- 0.51% |
$62.2K - $67.6K
|
64.3K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-335- 4.43% |
$63.5K - $69.1K
|
7.23K
$1.41M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-351- 7.74% |
$66.5K - $72.4K
|
4.18K
$818K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-354- 0.89% |
$67.1K - $73K
|
39.5K
$7.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-355- 11.6% |
$67.3K - $73.2K
|
2.71K
$529K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-373- 3.43% |
$70.7K - $76.9K
|
10.5K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-375- 2.47% |
$71.1K - $77.3K
|
14.8K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-378- 12.89% |
$71.6K - $77.9K
|
2.56K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-379- 2.13% |
$71.8K - $78.1K
|
17.4K
$3.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-383- 0.96% |
$72.6K - $79K
|
39.4K
$7.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-389- 16.42% |
$73.7K - $80.2K
|
1.98K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-399- 1.75% |
$75.6K - $82.3K
|
22.3K
$4.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-407- 5.88% |
$77.1K - $83.9K
|
6.52K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-413- 2.16% |
$78.3K - $85.1K
|
18.7K
$3.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-418- 5.06% |
$79.2K - $86.2K
|
7.85K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-420- 0.67% |
$79.6K - $86.6K
|
62.4K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-424- 13.76% |
$80.3K - $87.4K
|
2.66K
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-425- 13.95% |
$80.5K - $87.6K
|
2.62K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-426- 1.24% |
$80.7K - $87.8K
|
34K
$6.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-439- 0.16% |
$83.2K - $90.5K
|
272K
$53.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-447- 5.21% |
$84.7K - $92.2K
|
8.14K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-450- 20.06% |
$85.3K - $92.8K
|
1.79K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-459- 13.29% |
$87K - $94.6K
|
3K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-462- 28.15% |
$87.5K - $95.3K
|
1.18K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-465- 16.99% |
$88.1K - $95.9K
|
2.27K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-472- 1.39% |
$89.4K - $97.3K
|
33.4K
$6.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-476- 6.87% |
$90.2K - $98.1K
|
6.46K
$1.26M
|