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 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.03KNew |
$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
|
- |
1.02KNew |
$193K - $210K
|
1.02K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.02K+ 7.06% |
$192K - $209K
|
15.4K
$3.04M
|
|
|
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
$6.12M
|
|
|
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
$408K
|
|
|
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
|
- |
966New |
$183K - $199K
|
966
$191K
|
|
|
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
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
943+ 10.57% |
$179K - $194K
|
9.87K
$1.95M
|
|
|
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
$4.66M
|
|
|
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
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
920+ 32.45% |
$174K - $190K
|
3.76K
$741K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
907+ 70.69% |
$172K - $187K
|
2.19K
$432K
|
|
|
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
$535K
|
|
|
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
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
869+ 0.93% |
$165K - $179K
|
94.7K
$18.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
869+ 84.62% |
$165K - $179K
|
1.9K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
857+ 40.25% |
$162K - $177K
|
2.99K
$589K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
856New |
$162K - $176K
|
856
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
854+ 7.9% |
$162K - $176K
|
11.7K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
846+ 2.14% |
$160K - $174K
|
40.3K
$7.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
794+ 7.59% |
$150K - $164K
|
11.3K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
788+ 7.79% |
$149K - $162K
|
10.9K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
775New |
$147K - $160K
|
775
$153K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
771+ 12.79% |
$146K - $159K
|
6.8K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
771+ 5.75% |
$146K - $159K
|
14.2K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
771+ 54.26% |
$146K - $159K
|
2.19K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
766+ 2.65% |
$145K - $158K
|
29.7K
$5.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
760+ 1.44% |
$144K - $157K
|
53.5K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
758+ 8.97% |
$144K - $156K
|
9.21K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
752+ 4.82% |
$143K - $155K
|
16.4K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
731+ 3.24% |
$139K - $151K
|
23.3K
$4.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
730+ 2.42% |
$138K - $151K
|
30.9K
$6.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
724+ 17.62% |
$137K - $149K
|
4.83K
$954K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
721+ 2.5% |
$137K - $149K
|
29.6K
$5.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
709+ 1.33% |
$134K - $146K
|
54.1K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
701+ 25.72% |
$133K - $145K
|
3.43K
$676K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
700+ 47.91% |
$133K - $144K
|
2.16K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
698New |
$132K - $144K
|
698
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
697+ 1.86% |
$132K - $144K
|
38.1K
$7.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
690+ 63.95% |
$131K - $142K
|
1.77K
$349K
|