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
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-978- 0.82% |
$185K - $202K
|
118K
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-988- 0.85% |
$187K - $204K
|
116K
$22.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.01K- 2.6% |
$191K - $208K
|
37.8K
$7.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.03K- 1.02% |
$195K - $212K
|
100K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.03K- 45.86% |
$195K - $212K
|
1.22K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.03K- 28.5% |
$195K - $213K
|
2.59K
$506K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.04K- 1.47% |
$197K - $215K
|
69.8K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.08K- 3.58% |
$204K - $222K
|
29K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.09K- 31.56% |
$206K - $225K
|
2.36K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 8.4% |
$210K - $229K
|
12.1K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.12K- 24.5% |
$213K - $232K
|
3.46K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.13K- 6.99% |
$214K - $233K
|
15K
$2.94M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.13K- 4.35% |
$214K - $233K
|
24.8K
$4.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.14K- 4.62% |
$216K - $235K
|
23.6K
$4.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.18K- 2.24% |
$224K - $243K
|
51.6K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.19K- 3.03% |
$225K - $245K
|
38K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.2K- 1.72% |
$228K - $248K
|
68.7K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-1.23K- 0.64% |
$234K - $254K
|
190K
$37.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.24KClosed |
$235K - $255K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 3.62% |
$244K - $265K
|
34.3K
$6.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 5.18% |
$249K - $271K
|
24.1K
$4.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.34K- 1.73% |
$253K - $275K
|
75.8K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.34K- 2.52% |
$254K - $277K
|
51.9K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.42K- 54.5% |
$269K - $293K
|
1.19K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.44K- 1.6% |
$273K - $296K
|
88.7K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.46K- 2.03% |
$276K - $300K
|
70.1K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.46K- 2.17% |
$277K - $302K
|
65.9K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.48K- 50.44% |
$281K - $306K
|
1.46K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.48K- 6.03% |
$281K - $306K
|
23.1K
$4.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.49K- 5.19% |
$282K - $307K
|
27.2K
$5.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.49K- 5.86% |
$283K - $308K
|
23.9K
$4.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 15.84% |
$286K - $311K
|
8.02K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.53K- 7.83% |
$289K - $314K
|
17.9K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.62K- 1.51% |
$308K - $335K
|
106K
$20.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.64K- 1.42% |
$311K - $339K
|
114K
$22.2M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.67K- 6.4% |
$317K - $345K
|
24.4K
$4.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.69K- 21.67% |
$321K - $349K
|
6.12K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 10.2% |
$323K - $351K
|
15K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 1.54% |
$330K - $359K
|
111K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.74K- 36.22% |
$330K - $359K
|
3.07K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.84K- 2.81% |
$349K - $380K
|
63.7K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 1.78% |
$357K - $388K
|
104K
$20.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.94K- 37.5% |
$368K - $400K
|
3.24K
$633K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.95K- 6.52% |
$369K - $401K
|
27.9K
$5.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.95K- 7.45% |
$369K - $402K
|
24.2K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.97K- 25.22% |
$374K - $407K
|
5.85K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.02K- 26.1% |
$382K - $415K
|
5.71K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.04K- 2.52% |
$386K - $420K
|
78.7K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.11K- 1.2% |
$399K - $434K
|
173K
$33.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.15K- 99.91% |
$407K - $442K
|
2
$391
|