IVE

Ishares S&p 500 Value Etf

Latest period2024 - Q4Total superinvestors245

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 245 superinvestors own shares of Ishares S&p 500 Value Etf (IVE), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares S&p 500 Value Etf (IVE), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares S&p 500 Value Etf (IVE) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares S&p 500 Value Etf (IVE) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 5.78%
1.87%
$180.895M
947,689 shares@ 190.89 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 6.29%
2.7%
$133.126M
697,434 shares@ 190.88 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 2.36%
0.36%
$127.684M
668,923 shares@ 190.88 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Decreased -3.85%
2.36%
$121.365M
635,819 shares@ 190.89 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
New Position
12.13%
$77.191M
404,398 shares@ 190.88 avg price
Richard A. Hewitt@Praetorian Wealth Management, Inc.
Recent Activity
Increased 1.66%
15.7%
$64.612M
338,495 shares@ 190.88 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 0.07%
3.85%
$55.775M
292,201 shares@ 190.89 avg price
David Benning@Lpwm Llc
Recent Activity
Increased 0.96%
17.17%
$53.43M
279,915 shares@ 190.89 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 2.18%
1.55%
$27.858M
145,947 shares@ 190.89 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -9.42%
0.81%
$24.877M
130,329 shares@ 190.89 avg price