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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.15K- 21.58% |
$408K - $444K
|
7.83K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.2K- 3.23% |
$416K - $453K
|
65.8K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.2K- 4.18% |
$416K - $453K
|
50.4K
$9.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.23K- 2.84% |
$423K - $460K
|
76.3K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.27K- 56.06% |
$430K - $468K
|
1.78K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 0.64% |
$439K - $477K
|
357K
$69.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.34K- 3.8% |
$443K - $482K
|
59.2K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.4K- 3.74% |
$454K - $494K
|
61.7K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.53K- 20.64% |
$480K - $522K
|
9.75K
$1.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.58K- 38.45% |
$489K - $532K
|
4.13K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.61K- 0.18% |
$494K - $538K
|
1.45M
$283M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.62K- 2.6% |
$497K - $541K
|
98.3K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.66K- 2.94% |
$503K - $547K
|
87.5K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.68K- 3.19% |
$508K - $553K
|
81.4K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.7K- 53.84% |
$511K - $556K
|
2.31K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.7K- 63.41% |
$512K - $557K
|
1.56K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 4.08% |
$530K - $576K
|
65.7K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.84K- 0.86% |
$538K - $585K
|
326K
$63.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.91K- 42.6% |
$551K - $599K
|
3.92K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.95K- 13.44% |
$558K - $608K
|
19K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.99K- 2.55% |
$566K - $615K
|
114K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.09K- 59.29% |
$585K - $636K
|
2.12K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.1K- 22.54% |
$587K - $638K
|
10.6K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.1K- 3.22% |
$587K - $639K
|
93.1K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.17K- 20.25% |
$600K - $653K
|
12.5K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.18K- 50.25% |
$603K - $656K
|
3.15K
$616K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.23K- 1.78% |
$611K - $665K
|
178K
$34.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.34K- 25.97% |
$633K - $689K
|
9.53K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.4K- 3.19% |
$644K - $701K
|
103K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.55K- 18.96% |
$673K - $732K
|
15.2K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.57K- 1.05% |
$677K - $736K
|
338K
$66.1M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3.64K- 20.36% |
$689K - $750K
|
14.2K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.67K- 64.86% |
$696K - $757K
|
1.99K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.7K- 5.08% |
$702K - $764K
|
69.2K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.71K- 40.19% |
$704K - $766K
|
5.53K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.75K- 25.3% |
$711K - $774K
|
11.1K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.75K- 1.51% |
$711K - $774K
|
245K
$47.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.81K- 10.79% |
$722K - $786K
|
31.5K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.82K- 22.41% |
$723K - $787K
|
13.2K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.85K- 6.36% |
$729K - $793K
|
56.6K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.85K- 0.86% |
$729K - $794K
|
442K
$86.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.87K- 30.0% |
$734K - $799K
|
9.04K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.04K- 1.72% |
$765K - $833K
|
230K
$45.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.06K- 16.92% |
$769K - $837K
|
19.9K
$3.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.14K- 5.75% |
$785K - $854K
|
67.8K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.19K- 3.5% |
$794K - $864K
|
115K
$22.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.28K- 25.79% |
$812K - $883K
|
12.3K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.38K- 21.58% |
$830K - $903K
|
15.9K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.4K- 8.8% |
$833K - $907K
|
45.6K
$8.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.51K- 8.32% |
$854K - $929K
|
49.6K
$9.71M
|