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
Patrick Gall@Retirement Wealth Solutions Llc
Recent Activity
New Position
0.78%
$913,754
4,856 shares@ 188.18 avg price
Andrew Snider@Maiden Cove Capital, Llc
Recent Activity
New Position
0.73%
$403,444
2,114 shares@ 190.85 avg price
Teresa Douberly@Ridgeline Wealth, Llc
Recent Activity
New Position
0.32%
$382,281
2,003 shares@ 190.86 avg price
Barbara Olson@Baker Tilly Wealth Management, Llc
Recent Activity
New Position
0.12%
$289,565
1,517 shares@ 190.89 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
New Position
0.01%
$256,562
1,344 shares@ 190.9 avg price
Brad Little@Tl Private Wealth
Recent Activity
New Position
0.11%
$226,223
1,174 shares@ 192.7 avg price
David Greenleigh@Luts & Greenleigh Group, Inc
Recent Activity
New Position
0.22%
$219,703
1,151 shares@ 190.89 avg price
Alison Gould@Persium Advisors, Llc
Recent Activity
New Position
0.22%
$214,931
1,126 shares@ 190.89 avg price
JENNIFER HANLEY@First Financial Corp In
Recent Activity
New Position
0.04%
$69,862
366 shares@ 190.88 avg price
Chris Ammann@Perkins Coie Trust Co
Recent Activity
New Position
0.01%
$34,931
183 shares@ 190.88 avg price