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 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-40- 0.55% |
$7.58K - $8.25K
|
7.24K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 16.67% |
$7.58K - $8.25K
|
200
$39.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-40- 0.32% |
$7.58K - $8.25K
|
12.5K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-42- 0.41% |
$7.96K - $8.66K
|
10.2K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-43- 27.74% |
$8.15K - $8.87K
|
112
$22.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 3.61% |
$8.34K - $9.07K
|
1.18K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-45- 2.4% |
$8.53K - $9.28K
|
1.83K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-48- 1.07% |
$9.1K - $9.9K
|
4.43K
$872K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 5.81% |
$9.29K - $10.1K
|
794
$156K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-50- 2.89% |
$9.48K - $10.3K
|
1.68K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-50- 1.56% |
$9.48K - $10.3K
|
3.16K
$622K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-50- 1.11% |
$9.48K - $10.3K
|
4.45K
$877K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-50- 2.16% |
$9.48K - $10.3K
|
2.27K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-51- 0.66% |
$9.66K - $10.5K
|
7.68K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-51- 2.37% |
$9.66K - $10.5K
|
2.1K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-52- 3.13% |
$9.85K - $10.7K
|
1.61K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 1.63% |
$10.2K - $11.1K
|
3.26K
$642K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-56- 0.23% |
$10.6K - $11.5K
|
23.9K
$4.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 2.47% |
$11.2K - $12.2K
|
2.33K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-65- 20.5% |
$12.3K - $13.4K
|
252
$49.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-65- 0.88% |
$12.3K - $13.4K
|
7.34K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-66- 0.63% |
$12.5K - $13.6K
|
10.4K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-67- 2.09% |
$12.7K - $13.8K
|
3.13K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-68- 4.74% |
$12.9K - $14K
|
1.37K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-70- 2.92% |
$13.3K - $14.4K
|
2.33K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-72- 0.75% |
$13.6K - $14.8K
|
9.51K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-72- 4.06% |
$13.6K - $14.8K
|
1.7K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-73- 2.3% |
$13.8K - $15.1K
|
3.1K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-73- 2.83% |
$13.8K - $15.1K
|
2.51K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-73- 0.73% |
$13.8K - $15.1K
|
9.99K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-74- 3.57% |
$14K - $15.3K
|
2K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-75- 0.3% |
$14.2K - $15.5K
|
24.8K
$4.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-76- 4.87% |
$14.4K - $15.7K
|
1.48K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-78- 0.35% |
$14.8K - $16.1K
|
22.1K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-78- 1.11% |
$14.8K - $16.1K
|
6.97K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-79- 2.07% |
$15K - $16.3K
|
3.73K
$736K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-80- 0.73% |
$15.2K - $16.5K
|
10.9K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-80- 1.55% |
$15.2K - $16.5K
|
5.08K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-81- 2.87% |
$15.3K - $16.7K
|
2.74K
$540K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-83- 1.14% |
$15.7K - $17.1K
|
7.19K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-83- 3.98% |
$15.7K - $17.1K
|
2K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-84- 3.65% |
$15.9K - $17.3K
|
2.22K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-85- 1.09% |
$16.1K - $17.5K
|
7.68K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-85- 1.02% |
$16.1K - $17.5K
|
8.28K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-86- 3.89% |
$16.3K - $17.7K
|
2.12K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-90- 4.31% |
$17.1K - $18.6K
|
2K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-91- 1.68% |
$17.2K - $18.8K
|
5.32K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-92- 13.49% |
$17.4K - $19K
|
590
$116K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-95- 0.35% |
$18K - $19.6K
|
27K
$5.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-95- 4.23% |
$18K - $19.6K
|
2.15K
$424K
|