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 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
152+ 1.35% |
$28.8K - $31.3K
|
11.4K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
144+ 7.44% |
$27.3K - $29.7K
|
2.08K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
143+ 1.49% |
$27.1K - $29.5K
|
9.73K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
124New |
$23.5K - $25.6K
|
124
$24.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
120+ 7.61% |
$22.7K - $24.7K
|
1.7K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
119+ 0.17% |
$22.6K - $24.5K
|
70.1K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
118+ 2.04% |
$22.4K - $24.3K
|
5.89K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
116+ 3.89% |
$22K - $23.9K
|
3.1K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.8% |
$21.2K - $23.1K
|
14K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
102New |
$19.3K - $21K
|
102
$20K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
102+ 0.28% |
$19.3K - $21K
|
36.4K
$7.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
88+ 4.15% |
$16.7K - $18.1K
|
2.21K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 1.18% |
$16.3K - $17.7K
|
7.37K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
85+ 2.05% |
$16.1K - $17.5K
|
4.22K
$829K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
83+ 0.7% |
$15.7K - $17.1K
|
11.9K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
81+ 11.2% |
$15.3K - $16.7K
|
804
$158K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
78New |
$14.8K - $16.1K
|
78
$15.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
78+ 0.14% |
$14.8K - $16.1K
|
56.3K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
76+ 4.89% |
$14.4K - $15.7K
|
1.63K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
76+ 100.0% |
$14.4K - $15.7K
|
152
$29.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
69+ 2.92% |
$13.1K - $14.2K
|
2.43K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 0.79% |
$12.5K - $13.6K
|
8.38K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.12% |
$11.9K - $13K
|
50.6K
$9.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
62+ 0.92% |
$11.7K - $12.8K
|
6.79K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 0.3% |
$11.4K - $12.4K
|
20K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60+ 3.13% |
$11.4K - $12.4K
|
1.98K
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
59+ 1.58% |
$11.2K - $12.2K
|
3.79K
$743K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
57+ 0.51% |
$10.8K - $11.8K
|
11.2K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
54+ 0.42% |
$10.2K - $11.1K
|
12.8K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
53+ 0.32% |
$10K - $10.9K
|
16.4K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
50+ 4.76% |
$9.48K - $10.3K
|
1.1K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 3.12% |
$9.48K - $10.3K
|
1.65K
$324K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44+ 9.19% |
$8.34K - $9.07K
|
523
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.96% |
$8.15K - $8.87K
|
4.51K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 0.59% |
$7.58K - $8.25K
|
6.78K
$1.33M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
40+ 3.81% |
$7.58K - $8.25K
|
1.09K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
35+ 1.12% |
$6.63K - $7.22K
|
3.17K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34+ 1.05% |
$6.44K - $7.01K
|
3.28K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 7.45% |
$5.87K - $6.39K
|
447
$87.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
30+ 2.15% |
$5.69K - $6.19K
|
1.43K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
29+ 0.03% |
$5.5K - $5.98K
|
88.3K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
28+ 0.57% |
$5.31K - $5.77K
|
4.96K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.65% |
$5.31K - $5.77K
|
4.35K
$853K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
26+ 1.75% |
$4.93K - $5.36K
|
1.51K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
25+ 0.65% |
$4.74K - $5.15K
|
3.89K
$763K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24+ 1.01% |
$4.55K - $4.95K
|
2.39K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23+ 0.43% |
$4.36K - $4.74K
|
5.32K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.31% |
$3.79K - $4.12K
|
6.43K
$1.26M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19+ 0.55% |
$3.6K - $3.92K
|
3.47K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18+ 1.27% |
$3.41K - $3.71K
|
1.43K
$281K
|