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 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140- 10.49% |
$26.5K - $28.9K
|
1.19K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-144- 2.6% |
$27.3K - $29.7K
|
5.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-144- 8.17% |
$27.3K - $29.7K
|
1.62K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-145- 81.01% |
$27.5K - $29.9K
|
34
$6.99K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-145- 5.03% |
$27.5K - $29.9K
|
2.74K
$562K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-146- 1.14% |
$27.7K - $30.1K
|
12.7K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-149- 0.66% |
$28.2K - $30.7K
|
22.4K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-150- 3.38% |
$28.4K - $30.9K
|
4.29K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-153- 0.22% |
$29K - $31.5K
|
70.6K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-153- 3.28% |
$29K - $31.5K
|
4.51K
$928K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-154- 2.46% |
$29.2K - $31.8K
|
6.1K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-156- 0.34% |
$29.6K - $32.2K
|
45.8K
$9.41M
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-156- 8.01% |
$29.6K - $32.2K
|
1.79K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-158- 0.71% |
$29.9K - $32.6K
|
22K
$4.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-159- 2.73% |
$30.1K - $32.8K
|
5.66K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-160- 29.91% |
$30.3K - $33K
|
375
$77.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-162- 2.54% |
$30.7K - $33.4K
|
6.22K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-163- 5.55% |
$30.9K - $33.6K
|
2.77K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-164- 3.03% |
$31.1K - $33.8K
|
5.24K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-165- 5.3% |
$31.3K - $34K
|
2.95K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-165- 17.92% |
$31.3K - $34K
|
756
$155K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-169- 6.13% |
$32K - $34.8K
|
2.59K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-173- 3.51% |
$32.8K - $35.7K
|
4.76K
$979K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-180- 5.05% |
$34.1K - $37.1K
|
3.38K
$695K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-180- 12.96% |
$34.1K - $37.1K
|
1.21K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-184- 2.54% |
$34.9K - $37.9K
|
7.07K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-184- 3.39% |
$34.9K - $37.9K
|
5.24K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-189- 4.23% |
$35.8K - $39K
|
4.27K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-191- 0.26% |
$36.2K - $39.4K
|
73.4K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-192- 6.33% |
$36.4K - $39.6K
|
2.84K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-194- 2.35% |
$36.8K - $40K
|
8.07K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-197- 1.14% |
$37.3K - $40.6K
|
17.1K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-200- 7.38% |
$37.9K - $41.2K
|
2.51K
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-200- 0.17% |
$37.9K - $41.2K
|
118K
$24.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-202- 3.04% |
$38.3K - $41.6K
|
6.45K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-202- 4.25% |
$38.3K - $41.6K
|
4.56K
$937K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 4.64% |
$38.7K - $42.1K
|
4.19K
$861K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-204- 5.39% |
$38.7K - $42.1K
|
3.58K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-206- 2.24% |
$39K - $42.5K
|
8.99K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-206- 2.4% |
$39K - $42.5K
|
8.38K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-206- 2.66% |
$39K - $42.5K
|
7.54K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-209- 1.71% |
$39.6K - $43.1K
|
12K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-214- 2.73% |
$40.6K - $44.1K
|
7.61K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-215- 2.21% |
$40.7K - $44.3K
|
9.5K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-215- 0.93% |
$40.7K - $44.3K
|
23K
$4.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-215- 3.63% |
$40.7K - $44.3K
|
5.71K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-219- 17.12% |
$41.5K - $45.2K
|
1.06K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-220- 5.3% |
$41.7K - $45.4K
|
3.93K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-221- 3.76% |
$41.9K - $45.6K
|
5.65K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-222- 0.54% |
$42.1K - $45.8K
|
41.2K
$8.48M
|