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
|
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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60+ 3.13% |
$11.4K - $12.4K
|
1.98K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
60+ 4.75% |
$11.4K - $12.4K
|
1.32K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 0.3% |
$11.4K - $12.4K
|
20K
$3.93M
|
|
|
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 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
59New |
$11.2K - $12.2K
|
59
$11.6K
|
|
|
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 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 3.12% |
$9.48K - $10.3K
|
1.65K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
50+ 4.76% |
$9.48K - $10.3K
|
1.1K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
45+ 1.61% |
$8.53K - $9.28K
|
2.85K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
45+ 0.64% |
$8.53K - $9.28K
|
7.11K
$1.4M
|
|
|
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 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
38+ 0.92% |
$7.2K - $7.83K
|
4.16K
$815K
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 1.82% |
$6.06K - $6.6K
|
1.79K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 7.45% |
$5.87K - $6.39K
|
447
$87.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
30+ 1.13% |
$5.69K - $6.19K
|
2.68K
$526K
|
|
|
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 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
27+ 1.47% |
$5.12K - $5.57K
|
1.87K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
26+ 1.75% |
$4.93K - $5.36K
|
1.51K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
26+ 1.02% |
$4.93K - $5.36K
|
2.58K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
26+ 0.33% |
$4.93K - $5.36K
|
7.88K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
26+ 1.87% |
$4.93K - $5.36K
|
1.42K
$278K
|
|
|
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
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18+ 1.27% |
$3.41K - $3.71K
|
1.43K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.53% |
$3.41K - $3.71K
|
3.42K
$670K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18New |
$3.41K - $3.71K
|
18
$3.53K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
17+ 0.53% |
$3.22K - $3.5K
|
3.23K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.51% |
$3.03K - $3.3K
|
3.18K
$624K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15+ 0.71% |
$2.84K - $3.09K
|
2.12K
$415K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15New |
$2.84K - $3.09K
|
15
$2.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14+ 3.36% |
$2.65K - $2.89K
|
431
$84.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
13+ 3.59% |
$2.46K - $2.68K
|
375
$73.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
13+ 0.17% |
$2.46K - $2.68K
|
7.83K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
13+ 0.21% |
$2.46K - $2.68K
|
6.1K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.5% |
$2.27K - $2.47K
|
2.39K
$469K
|