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
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 0.17%
1.11%
$13.39M
70,149 shares@ 190.89 avg price
Anneliese Griego@Smith Anglin Financial, Llc
Recent Activity
Increased 0.14%
1.01%
$10.739M
56,261 shares@ 190.89 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
Increased 38.4%
1.6%
$10.437M
55,100 shares@ 189.42 avg price
Tracey Hill@Lbmc Investment Advisors, Llc
Recent Activity
Increased 0.13%
0.77%
$9.662M
50,621 shares@ 190.88 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Increased 5.07%
1.62%
$8.045M
42,145 shares@ 190.89 avg price
Michelle Carter@Polianta Ltd
Recent Activity
Increased 0.81%
3.43%
$7.177M
37,600 shares@ 190.88 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 0.29%
0.3%
$6.95M
36,412 shares@ 190.89 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
Increased 13.22%
1.83%
$6.711M
35,158 shares@ 190.89 avg price
Aryn Sands@Kelly Financial Services Llc
Recent Activity
Increased 7.68%
2.37%
$6.57M
34,414 shares@ 190.92 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Increased 2.5%
1.58%
$5.646M
29,581 shares@ 190.89 avg price