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 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.87K- 30.0% |
$734K - $799K
|
9.04K
$1.77M
|
|
|
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 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.51K- 8.32% |
$854K - $929K
|
49.6K
$9.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.64K- 4.11% |
$879K - $956K
|
108K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5.47K- 51.86% |
$1.04M - $1.13M
|
5.08K
$994K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.96K- 96.64% |
$1.13M - $1.23M
|
207
$40.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.17K- 12.15% |
$1.17M - $1.27M
|
44.6K
$8.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.28K- 6.04% |
$1.19M - $1.29M
|
97.7K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.48K- 45.99% |
$1.23M - $1.34M
|
7.61K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.05K- 36.91% |
$1.34M - $1.45M
|
12K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.59K- 96.42% |
$1.44M - $1.56M
|
282
$55.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-8.58K- 2.18% |
$1.63M - $1.77M
|
386K
$75.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.83K- 12.12% |
$1.67M - $1.82M
|
64K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-8.83K- 66.41% |
$1.67M - $1.82M
|
4.47K
$874K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.87K- 3.06% |
$1.87M - $2.03M
|
312K
$61.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.89K- 15.91% |
$1.87M - $2.04M
|
52.3K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.4K- 4.01% |
$2.16M - $2.35M
|
273K
$53.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11.7K- 5.39% |
$2.21M - $2.41M
|
205K
$40.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.2K- 6.33% |
$2.31M - $2.51M
|
180K
$35.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13K- 49.05% |
$2.46M - $2.67M
|
13.5K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13K- 63.78% |
$2.46M - $2.68M
|
7.39K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-13.5K- 25.67% |
$2.56M - $2.78M
|
39.1K
$7.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.5K- 49.72% |
$2.56M - $2.79M
|
13.7K
$2.68M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-13.6K- 9.42% |
$2.57M - $2.8M
|
130K
$25.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.3K- 38.29% |
$2.9M - $3.16M
|
24.7K
$4.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-15.5K- 26.73% |
$2.94M - $3.2M
|
42.5K
$8.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-17.7K- 97.62% |
$3.35M - $3.65M
|
432
$84.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 31.1% |
$3.54M - $3.86M
|
41.4K
$8.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-22.9K- 92.51% |
$4.34M - $4.72M
|
1.85K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-23.8K- 72.64% |
$4.51M - $4.91M
|
8.96K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24.5K- 8.51% |
$4.64M - $5.05M
|
263K
$51.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 3.86% |
$4.84M - $5.26M
|
636K
$124M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-26.1K- 24.06% |
$4.95M - $5.38M
|
82.4K
$16.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.33M- 99.51% |
$251M - $274M
|
6.55K
$1.28M
|