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
Matthew Wilson@Kwmg, Llc
Recent Activity
Decreased -0.63%
2.19%
$21.221M
111,172 shares@ 190.89 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 13.61%
1.14%
$18.739M
98,170 shares@ 190.88 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Decreased -6.03%
3.92%
$18.653M
97,722 shares@ 190.88 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Increased 12.15%
3.74%
$17.708M
92,706 shares@ 191.02 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.36%
0.04%
$16.572M
84,046 shares@ 197.18 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 122.62%
0.26%
$14.198M
74,384 shares@ 190.88 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 0.17%
1.11%
$13.39M
70,149 shares@ 190.89 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -1.47%
0.22%
$13.315M
69,757 shares@ 190.88 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -5.07%
0.2%
$13.216M
69,237 shares@ 190.89 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Decreased -1.26%
2%
$12.796M
67,036 shares@ 190.88 avg price