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
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Decreased -0.65%
1.4%
$4.282M
22,434 shares@ 190.88 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -0.71%
0.15%
$4.191M
21,956 shares@ 190.88 avg price
Mark Andraos@Hudson Capital Management Llc
Recent Activity
Decreased -16.91%
1.19%
$3.806M
19,939 shares@ 190.88 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Decreased -7.83%
0.11%
$3.424M
17,939 shares@ 190.88 avg price
Katie Fischer@Market Street Wealth Management Advisors Llc
Recent Activity
Decreased -4.53%
0.48%
$2.839M
14,875 shares@ 190.88 avg price
Michael Leanza@Genwealth Group, Inc.
Recent Activity
Decreased -1.65%
0.63%
$2.763M
14,474 shares@ 190.89 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -1.6%
0.1%
$2.638M
13,820 shares@ 190.9 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Decreased -20.24%
0.49%
$2.382M
12,477 shares@ 190.92 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Decreased -36.9%
0.29%
$2.299M
12,044 shares@ 190.88 avg price
Bruce Roberts@Erts Wealth Advisors, Llc
Recent Activity
Decreased -1.71%
0.44%
$2.288M
11,987 shares@ 190.89 avg price