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
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.74KNew |
$709K - $771K
|
3.74K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.67K+ 10.7% |
$696K - $757K
|
38K
$7.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.66K+ 5.69% |
$694K - $755K
|
68.1K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 10.64% |
$694K - $755K
|
38.1K
$7.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.65KNew |
$691K - $752K
|
3.65K
$718K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.62K+ 200.89% |
$686K - $746K
|
5.42K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.58K+ 11.86% |
$678K - $737K
|
33.7K
$6.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.57KNew |
$676K - $735K
|
3.57K
$702K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.55K+ 83.48% |
$673K - $733K
|
7.81K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.48K+ 8.06% |
$659K - $717K
|
46.6K
$9.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.47K+ 11.79% |
$657K - $715K
|
32.9K
$6.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.46K+ 31.94% |
$655K - $713K
|
14.3K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.45K+ 4.23% |
$654K - $712K
|
85K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.45KNew |
$654K - $711K
|
3.45K
$679K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.45K+ 8.2% |
$653K - $711K
|
45.5K
$8.96M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.4KNew |
$645K - $702K
|
3.4K
$670K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.38KNew |
$641K - $698K
|
3.38K
$666K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.37K+ 5.58% |
$639K - $696K
|
63.8K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.35K+ 2.24% |
$635K - $690K
|
153K
$30.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.27K+ 5.35% |
$620K - $675K
|
64.5K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.27KNew |
$620K - $675K
|
3.27K
$645K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.25K+ 81.58% |
$616K - $670K
|
7.24K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.23KNew |
$612K - $665K
|
3.23K
$635K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.2KNew |
$606K - $659K
|
3.2K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.19K+ 1.57% |
$604K - $657K
|
206K
$40.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$604K - $657K
|
3.19K
$627K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.12K+ 23.03% |
$590K - $642K
|
16.6K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
3.11KNew |
$590K - $642K
|
3.11K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.11K+ 2.18% |
$589K - $641K
|
146K
$28.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
3.08K+ 42.76% |
$583K - $634K
|
10.3K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.94K+ 6.37% |
$557K - $606K
|
49.1K
$9.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.9K+ 1.25% |
$549K - $597K
|
235K
$46.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.82K+ 261.13% |
$533K - $580K
|
3.89K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.81K+ 19.33% |
$533K - $580K
|
17.4K
$3.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.81K+ 3.65% |
$532K - $579K
|
79.8K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.76K+ 27.97% |
$524K - $570K
|
12.6K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.72K+ 9.98% |
$515K - $560K
|
29.9K
$5.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.72K+ 16.05% |
$515K - $560K
|
19.6K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
2.71KNew |
$514K - $559K
|
2.71K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.71KNew |
$513K - $558K
|
2.71K
$533K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.64K+ 0.95% |
$500K - $543K
|
280K
$55.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.63KNew |
$499K - $543K
|
2.63K
$518K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.61KNew |
$495K - $539K
|
2.61K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 87.51% |
$494K - $537K
|
5.58K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.59KNew |
$490K - $533K
|
2.59K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.58K+ 62.46% |
$489K - $532K
|
6.72K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.57KNew |
$487K - $530K
|
2.57K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.49K+ 15.34% |
$471K - $513K
|
18.7K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.48K+ 7.25% |
$470K - $511K
|
36.7K
$7.22M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.45K+ 6.16% |
$465K - $506K
|
42.3K
$8.33M
|