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
Dawn Thomason@Usa Financial Formulas
Recent Activity
New Position
12.13%
$77.191M
404,398 shares@ 190.88 avg price
Sherod Bigelow@Seros Financial, Llc
Recent Activity
New Position
8.01%
$8.895M
48,872 shares@ 182.01 avg price
Jeremiah Winters@Founders Grove Wealth Partners, Llc
Recent Activity
New Position
1.44%
$4.956M
25,962 shares@ 190.89 avg price
Kelly Pickering@Sharp Financial Services, Llc
Recent Activity
New Position
3.24%
$4.259M
22,314 shares@ 190.88 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
1.48%
$3.391M
18,018 shares@ 188.18 avg price
Peter Hoopis@One Wealth Capital Management, Llc
Recent Activity
New Position
1.48%
$2.907M
15,229 shares@ 190.89 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
2.12%
$2.222M
11,642 shares@ 190.88 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
New Position
0.33%
$1.801M
9,434 shares@ 190.87 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.93%
$1.783M
9,255 shares@ 192.71 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
New Position
0.14%
$944,102
4,946 shares@ 190.89 avg price