Purchases and Sales Made in Q4 2024 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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 24, 2025 Q4 2024
Horst & Graben Wealth Management LLC

BUY
 -
1.19K
+ 1.72%
$226K - $246K
70.6K $13.9M
Jan 16, 2025 Q4 2024
Zhang Financial LLC

BUY
 -
1.18K
+ 26.78%
$224K - $244K
5.6K $1.1M
Jan 30, 2025 Q4 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
1.18K
+ 3.46%
$223K - $243K
35.2K $6.94M
Jan 16, 2025 Q4 2024
Tl Private Wealth

BUY
 -
1.17K
New
$222K - $242K
1.17K $231K
Jan 30, 2025 Q4 2024
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1.17K
+ 3.2%
$222K - $241K
37.7K $7.43M
Feb 10, 2025 Q4 2024
Bestgate Wealth Advisors, LLC

Frederick, MD
BUY
 -
1.16K
New
$219K - $239K
1.16K $228K
Feb 10, 2025 Q4 2024
Leelyn Smith, LLC

Geneva, IL
BUY
 -
1.15K
New
$218K - $238K
1.15K $227K
Feb 14, 2025 Q4 2024
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
1.15K
New
$218K - $238K
1.15K $227K
Jan 17, 2025 Q4 2024
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
1.15K
New
$218K - $237K
1.15K $227K
Jan 29, 2025 Q4 2024
Ingalls & Snyder LLC

New York, NY
BUY
 -
1.15K
New
$218K - $237K
1.15K $226K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
1.15K
New
$217K - $236K
1.15K $225K
Feb 03, 2025 Q4 2024
Advyzon Investment Management, LLC

Lisle, IL
BUY
 -
1.14K
New
$217K - $236K
1.14K $225K
Jan 13, 2025 Q4 2024
Persium Advisors, LLC

Atlanta, GA
BUY
 -
1.13K
New
$213K - $232K
1.13K $222K
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
1.13K
+ 27.94%
$213K - $232K
5.15K $1.01M
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
1.11K
New
$211K - $229K
1.11K $219K
Feb 13, 2025 Q4 2024
Rathbones Group PLC

Liverpool, X0
BUY
 -
1.09K
+ 13.93%
$206K - $224K
8.88K $1.75M
Feb 13, 2025 Q4 2024
Commerce Bank

Kansas City, MO
BUY
 -
1.08K
+ 11.83%
$204K - $222K
10.2K $2.01M
Feb 12, 2025 Q4 2024
Dkm Wealth Management, Inc.

Stockton, CA
BUY
 -
1.08K
New
$204K - $222K
1.08K $212K
Jan 30, 2025 Q4 2024
Pur Efi Wealth, LLC

Boston, MA
BUY
 -
1.07K
New
$202K - $220K
1.07K $210K
Feb 14, 2025 Q4 2024
Oak Wealth Advisors LLC

Northbrook, IL
BUY
 -
1.06K
New
$201K - $219K
1.06K $209K
Jan 31, 2025 Q4 2024
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
1.06K
+ 0.85%
$200K - $218K
125K $24.6M
Feb 11, 2025 Q4 2024
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
1.04K
+ 6.74%
$197K - $215K
16.5K $3.25M
Jan 23, 2025 Q4 2024
Fiduciary Advisors, Inc.

St. Louis, MO
BUY
 -
1.03K
New
$195K - $212K
1.03K $203K
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.02K
+ 0.52%
$193K - $210K
195K $38.5M
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
1.02K
New
$193K - $210K
1.02K $200K
Jan 23, 2025 Q4 2024
Sol Capital Management CO

BUY
 -
1.02K
+ 7.06%
$192K - $209K
15.4K $3.03M
Jan 21, 2025 Q4 2024
Neumann Capital Management, LLC

BUY
 -
1.01K
+ 9.71%
$191K - $208K
11.4K $2.25M
Jan 27, 2025 Q4 2024
Avid Wealth Partners LLC

San Antonio, TX
BUY
 -
989
+ 3.3%
$187K - $204K
31K $6.1M
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
984
+ 8.79%
$186K - $203K
12.2K $2.4M
Jan 08, 2025 Q4 2024
Fulton Bank, N.A.

BUY
 -
971
+ 88.43%
$184K - $200K
2.07K $407K
Feb 13, 2025 Q4 2024
Fullcircle Wealth LLC

Dallas, TX
BUY
 -
971
+ 12.5%
$184K - $200K
8.74K $1.72M
Feb 06, 2025 Q4 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
966
New
$183K - $199K
966 $190K
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
949
+ 11.82%
$180K - $196K
8.98K $1.77M
Jan 22, 2025 Q4 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
945
+ 9.23%
$179K - $195K
11.2K $2.2M
Feb 10, 2025 Q4 2024
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
943
+ 10.57%
$179K - $194K
9.87K $1.94M
Jan 31, 2025 Q4 2024
Cra Financial Services, LLC

BUY
 -
939
+ 16.49%
$178K - $194K
6.63K $1.31M
Jan 16, 2025 Q4 2024
Gemmer Asset Management LLC

BUY
 -
937
+ 10.0%
$178K - $193K
10.3K $2.03M
Feb 11, 2025 Q4 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
935
+ 4.12%
$177K - $193K
23.6K $4.65M
Feb 06, 2025 Q4 2024
Detalus Advisors, LLC

BUY
 -
929
+ 1.8%
$176K - $192K
52.6K $10.4M
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
921
+ 16.43%
$175K - $190K
6.53K $1.28M
Feb 04, 2025 Q4 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
920
+ 32.45%
$174K - $190K
3.76K $739K
Jan 28, 2025 Q4 2024
Appleton Partners Inc

BUY
 -
907
+ 70.69%
$172K - $187K
2.19K $431K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
907
+ 0.69%
$172K - $187K
133K $26.2M
Feb 05, 2025 Q4 2024
Waterway Wealth Management, LLC

The Woodlands, TX
BUY
 -
900
+ 49.7%
$171K - $186K
2.71K $534K
Jan 28, 2025 Q4 2024
Joel Isaacson & Co., LLC

BUY
 -
897
+ 17.48%
$170K - $185K
6.03K $1.19M
Feb 06, 2025 Q4 2024
Bay Colony Advisory Group, Inc D

BUY
 -
876
+ 11.35%
$166K - $181K
8.59K $1.69M
Jan 31, 2025 Q4 2024
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
869
+ 0.93%
$165K - $179K
94.7K $18.6M
Feb 11, 2025 Q4 2024
Axim Planning & Wealth

Dayton, OH
BUY
 -
869
+ 84.62%
$165K - $179K
1.9K $373K
Feb 07, 2025 Q4 2024
Sage Mountain Advisors LLC

BUY
 -
857
+ 40.25%
$162K - $177K
2.99K $588K

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