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iShares S&P 500 Value ETF (IVE) Institutional Ownership

iShares S&P 500 Value ETF logo
$193.76 +1.54 (+0.80%)
(As of 12/24/2024 04:45 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares S&P 500 Value ETF (NYSEARCA:IVE)

Number of
Institutional Buyers
(last 12 months)
810
Total
Institutional Inflows
(last 12 months)
$4.24B
Number of
Institutional Sellers
(last 12 months)
621
Total
Institutional Outflows
(last 12 months)
$1.84B
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IVE Institutional Buying and Selling by Quarter

iShares S&P 500 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Independent Solutions Wealth Management LLC101,868$20.09M4.5%-9.3%0.057%
12/19/2024 Principal Financial Group Inc.13,835$2.73M0.0%-3.5%0.008%
12/13/2024 B. Riley Wealth Advisors Inc.65,496$12.83M0.4%-2.1%0.037%
12/12/2024 Brass Tax Wealth Management Inc.74,926$14.77M5.7%-1.0%0.042%
12/11/2024 1ST Source Bank4,757$938K0.1%-3.5%0.003%
12/11/2024 Alternative Investment Advisors LLC.52,777$10.41M5.5%-4.9%0.029%
12/10/2024 Garden State Investment Advisory Services LLC1,442$284K0.1%+10.4%0.001%
12/9/2024 Copley Financial Group Inc.185$36K0.0%N/A0.000%
12/3/2024 Bush Investment Group LLC9,126$1.80M1.4%+4.3%0.005%
11/27/2024 Franklin Resources Inc.30,832$6.37M0.0%+25.5%0.017%
11/26/2024 Peapack Gladstone Financial Corp108,344$21.36M0.3%+7.0%0.060%
11/25/2024 Synovus Financial Corp11,832$2.33M0.0%-4.2%0.007%
11/25/2024 Wilmington Savings Fund Society FSB67,351$13.28M0.2%+1,497.9%0.038%
11/25/2024 Broadview Financial Management LLC60,473$11.92M8.1%+2.4%0.034%
11/25/2024 World Investment Advisors LLC112,303$22.22M0.5%+1,511.5%0.063%
11/25/2024 Sanctuary Advisors LLC474,474$96.67M0.6%+3.5%0.265%
11/22/2024 Stock Yards Bank & Trust Co.3,617$713K0.0%-49.3%0.002%
11/22/2024 Fulcrum Equity Management2,024$399K0.3%-6.0%0.001%
11/19/2024 Invst LLC60,440$11.92M1.4%-29.8%0.034%
11/19/2024 Ballentine Capital Advisors Inc2,907$573K0.3%-9.3%0.002%
11/19/2024 Discipline Wealth Solutions LLC4,533$894K0.5%+93.6%0.003%
11/19/2024 M&T Bank Corp976,920$192.62M0.6%-3.6%0.545%
11/18/2024 Soltis Investment Advisors LLC40,017$7.89M0.8%+1.4%0.022%
11/18/2024 Rehmann Capital Advisory Group556,304$109.72M7.2%+19.1%0.311%
11/18/2024 TD Private Client Wealth LLC100,045$19.73M0.6%-2.1%0.056%
11/18/2024 Hobbs Group Advisors LLC202$40K0.0%N/A0.000%
11/18/2024 Arete Wealth Advisors LLC2,806$552K0.0%-58.1%0.002%
11/18/2024 Sunbelt Securities Inc.41,448$8.17M0.8%+6.3%0.023%
11/18/2024 Coldstream Capital Management Inc.7,332$1.45M0.0%-6.0%0.004%
11/15/2024 High Falls Advisors Inc73,585$14.51M3.3%-1.0%0.041%
11/15/2024 M&T Bank Corp976,920$192.62M0.5%-3.6%0.545%
11/15/2024 Executive Wealth Management LLC2,584$509K0.0%N/A0.001%
11/15/2024 Barclays PLC265,026$52.26M0.0%-0.7%0.148%
11/15/2024 Continuum Advisory LLC4,368$874K0.1%-1.4%0.002%
11/15/2024 EWA LLC104,346$20.88M7.5%-7.1%0.058%
11/15/2024 MML Investors Services LLC703,304$138.67M0.5%+1.1%0.393%
11/15/2024 Mosaic Financial Group LLC1,695$334K0.2%-22.5%0.001%
11/15/2024 Dorsey Wright & Associates15,079$2.97M0.7%-5.7%0.008%
11/15/2024 Dunhill Financial LLC765$151K0.1%+431.3%0.000%
11/15/2024 MCIA Inc1,028$207K0.0%N/A0.001%
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11/15/2024 Orion Portfolio Solutions LLC65,568$12.93M0.3%+9.5%0.037%
11/15/2024 World Investment Advisors LLC112,303$22.22M0.1%+1,511.5%0.063%
11/15/2024 Glen Eagle Advisors LLC22,948$4.53M0.8%-3.6%0.013%
11/15/2024 EP Wealth Advisors LLC40,055$7.90M0.1%+3.6%0.022%
11/15/2024 Kovitz Investment Group Partners LLC613,456$120.96M0.8%+28.7%0.342%
11/15/2024 Texas Capital Bank Wealth Management Services Inc2,933$578K0.1%-50.5%0.002%
11/15/2024 Stifel Financial Corp2,488,560$490.67M0.5%+2.5%1.389%
11/15/2024 Swmg LLC27,222$5.48M2.3%+2.1%0.015%
11/15/2024 SYM FINANCIAL Corp1,340$264K0.0%-3.9%0.001%
11/15/2024 SageView Advisory Group LLC2,978$587K0.0%-38.4%0.002%
11/15/2024 Quantinno Capital Management LP12,280$2.42M0.0%+68.6%0.007%
11/15/2024 Redwood Investment Management LLC7,218$1.42M0.1%-4.4%0.004%
11/15/2024 Resurgent Financial Advisors LLC4,808$948K0.6%+2.7%0.003%
11/15/2024 IHT Wealth Management LLC68,479$13.50M0.4%+72.0%0.038%
11/15/2024 Integrated Wealth Concepts LLC107,748$21.25M0.3%-5.2%0.060%
11/15/2024 HighTower Advisors LLC528,505$104.24M0.1%+1.8%0.295%
11/15/2024 Hilltop Holdings Inc.8,026$1.58M0.1%+3.0%0.004%
11/15/2024 Garden State Investment Advisory Services LLC1,442$284K0.1%+10.4%0.001%
11/15/2024 Chevy Chase Trust Holdings LLC7,720$1.52M0.0%+27.3%0.004%
11/15/2024 Ascent Group LLC39,849$7.86M0.6%+6.0%0.022%
11/15/2024 Benjamin Edwards Inc.1,233$243K0.0%N/A0.001%
11/15/2024 Kestra Investment Management LLC122,491$24.15M1.0%+29.4%0.068%
11/14/2024 Semmax Financial Advisors Inc.3,013$606K0.2%+7.3%0.002%
11/14/2024 Tradition Wealth Management LLC18,401$3.63M0.3%+1.4%0.010%
11/14/2024 Edgestream Partners L.P.1,034$204K0.0%-58.8%0.001%
11/14/2024 Acropolis Investment Management LLC52,763$10.40M0.6%-2.0%0.029%
11/14/2024 Flow Traders U.S. LLC11,488$2.27M0.1%-38.5%0.006%
11/14/2024 Captrust Financial Advisors131,923$26.01M0.1%+3.3%0.074%
11/14/2024 Icon Wealth Advisors LLC85,117$16.78M1.4%-0.4%0.048%
11/14/2024 Rockefeller Capital Management L.P.276,776$54.57M0.1%+3.6%0.154%
11/14/2024 Financial Counselors Inc.11,471$2.26M0.0%+1.4%0.006%
11/14/2024 Fiduciary Trust Co6,879$1.36M0.0%+12.3%0.004%
11/14/2024 Stone House Investment Management LLC72,474$14.29M3.0%+3.9%0.040%
11/14/2024 First Commonwealth Financial Corp PA18,720$3.69M0.9%+1.2%0.010%
11/14/2024 True Vision MN LLC19,631$3.87M2.3%+6.4%0.011%
11/14/2024 CreativeOne Wealth LLC114,542$22.58M0.8%+44.2%0.064%
11/13/2024 Freedom Investment Management Inc.2,379$469K0.0%N/A0.001%
11/13/2024 Townsquare Capital LLC25,221$4.97M0.1%-9.2%0.014%
11/13/2024 Cadence Bank15,581$3.07M0.2%N/A0.009%
11/13/2024 BNP Paribas Financial Markets131,849$26.00M0.0%-24.2%0.074%
11/13/2024 Avestar Capital LLC35,301$6.96M0.7%-1.5%0.020%
11/13/2024 FMR LLC834,488$164.54M0.0%-1.1%0.466%
11/13/2024 D.A. Davidson & CO.17,724$3.50M0.0%-0.9%0.010%
11/13/2024 Elios Financial Group Inc.5,985$1.18M0.5%N/A0.003%
11/13/2024 Patton Albertson Miller Group LLC6,942$1.37M0.2%-14.2%0.004%
11/13/2024 Bank of Montreal Can283,544$55.72M0.0%-1.6%0.158%
11/13/2024 Acorn Wealth Advisors LLC1,268$250K0.1%-3.8%0.001%
11/13/2024 Associated Banc Corp61,213$12.07M0.4%+5.7%0.034%
11/13/2024 Private Trust Co. NA6,653$1.31M0.1%+18.2%0.004%
11/13/2024 Hancock Whitney Corp24,018$4.74M0.2%-5.9%0.013%
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11/13/2024 Brown Brothers Harriman & Co.12,609$2.49M0.0%+23.8%0.007%
11/13/2024 Boston Family Office LLC5,743$1.13M0.1%+2.0%0.003%
11/13/2024 Pacific Financial Group Inc.36,235$7.15M5.2%-6.4%0.020%
11/13/2024 Bank of Hawaii13,831$2.73M0.1%+1.7%0.008%
11/12/2024 Cahill Financial Advisors Inc.149,313$29.44M4.0%+1.1%0.083%
11/12/2024 Centaurus Financial Inc.7,534$1.49M0.1%+137.6%0.004%
11/12/2024 Wealth Dimensions Group Ltd.11,448$2.26M0.6%-0.9%0.006%
11/12/2024 Wescott Financial Advisory Group LLC31,116$6.14M0.7%+4.6%0.017%
11/12/2024 Lane & Associates LLC12,879$2.54M1.4%-2.3%0.007%
11/12/2024 Truepoint Inc.19,076$3.76M0.1%-0.3%0.011%
(Data available from 1/1/2016 forward)

IVE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVE shares?

During the previous two years, 1,408 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.32B), Envestnet Asset Management Inc. ($2.25B), Morgan Stanley ($1.73B), Wells Fargo & Company MN ($1.32B), Graham Capital Wealth Management LLC ($1.09B), Bank of America Corp DE ($1.06B), and LPL Financial LLC ($775.11M).Learn more on IVE's institutional investors.

Which institutional investors have been buying iShares S&P 500 Value ETF stock?

Of the 1,164 institutional investors that purchased iShares S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.44M), JPMorgan Chase & Co. ($2.29M), Envestnet Portfolio Solutions Inc. ($1.42M), Cetera Investment Advisers ($1.35M), The Manufacturers Life Insurance Company ($1.26M), CWM LLC ($1.05M), and Envestnet Asset Management Inc. ($919.15K).

How much institutional buying is happening at iShares S&P 500 Value ETF?

Institutional investors have bought a total of 40,196,751 shares in the last 24 months. This purchase volume represents approximately $6.84B in transactions.

Which iShares S&P 500 Value ETF major shareholders have been selling company stock?

Of the 880 institutional investors that sold iShares S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($4.65M), Sierra Capital LLC ($4.16M), Envestnet Asset Management Inc. ($2.06M), M&T Bank Corp ($695.95K), Truist Financial Corp ($357.87K), Liberty Wealth Management LLC ($354.29K), and Corient Private Wealth LLC ($344.47K).

How much institutional selling is happening at iShares S&P 500 Value ETF?

Institutional investors have sold a total of 24,732,574 shares in the last 24 months. This volume of shares sold represents approximately $4.08B in transactions.


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This page (NYSEARCA:IVE) was last updated on 12/25/2024 by MarketBeat.com Staff
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