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 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.67K+ 9.63% |
$316K - $343K
|
19K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.65K+ 1.85% |
$313K - $341K
|
90.8K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.65K+ 33.67% |
$313K - $340K
|
6.55K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.64K+ 4.1% |
$311K - $339K
|
41.7K
$8.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.62K+ 2.72% |
$307K - $334K
|
61.3K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.62K+ 1.99% |
$307K - $334K
|
83K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.62K+ 0.44% |
$306K - $333K
|
370K
$72.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.6KNew |
$303K - $330K
|
1.6K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.6K+ 8.73% |
$303K - $329K
|
19.9K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.59K+ 1.69% |
$301K - $327K
|
95.4K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.59K+ 20.6% |
$300K - $327K
|
9.28K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
1.58K+ 1.02% |
$300K - $326K
|
158K
$31M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.57KNew |
$298K - $324K
|
1.57K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.55KNew |
$294K - $320K
|
1.55K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.55KNew |
$294K - $320K
|
1.55K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.53K+ 7.87% |
$291K - $316K
|
21K
$4.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.53K+ 31.9% |
$290K - $315K
|
6.33K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$287K - $313K
|
1.52K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.51KNew |
$287K - $312K
|
1.51K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.51KNew |
$286K - $312K
|
1.51K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.5K+ 34.64% |
$285K - $310K
|
5.84K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.5KNew |
$285K - $310K
|
1.5K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.5KNew |
$284K - $309K
|
1.5K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.48K+ 2.68% |
$281K - $306K
|
56.8K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.48KNew |
$280K - $305K
|
1.48K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.47K+ 780.85% |
$278K - $303K
|
1.66K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.45K+ 3.18% |
$274K - $298K
|
46.9K
$9.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.44K+ 54.39% |
$273K - $297K
|
4.09K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 50.5% |
$269K - $292K
|
4.22K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.4KNew |
$265K - $288K
|
1.4K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.37K+ 68.29% |
$260K - $283K
|
3.38K
$666K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$255K - $277K
|
1.34K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.34K+ 1.14% |
$254K - $277K
|
119K
$23.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.33K+ 35.66% |
$253K - $275K
|
5.08K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.33KNew |
$252K - $274K
|
1.33K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.3K+ 26.22% |
$247K - $269K
|
6.28K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
1.3KNew |
$246K - $268K
|
1.3K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.3KNew |
$246K - $267K
|
1.3K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.29KNew |
$244K - $265K
|
1.29K
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.24K+ 9.6% |
$234K - $255K
|
14.1K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.23K+ 582.08% |
$234K - $254K
|
1.45K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.23K+ 47.19% |
$234K - $254K
|
3.85K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.23K+ 3.1% |
$234K - $254K
|
41K
$8.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
1.23KNew |
$233K - $254K
|
1.23K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.23KNew |
$232K - $253K
|
1.23K
$241K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.23KNew |
$232K - $253K
|
1.23K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.22KNew |
$232K - $252K
|
1.22K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22K+ 14.66% |
$231K - $252K
|
9.55K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.22K+ 1.89% |
$230K - $251K
|
65.6K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.22K+ 3.12% |
$230K - $250K
|
40.1K
$7.9M
|