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
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 25.1%
0.43%
$5.436M
28,478 shares@ 190.89 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 41.7%
0.15%
$4.25M
22,267 shares@ 190.89 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Increased 1.09%
1.19%
$4.25M
22,264 shares@ 190.88 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 0.31%
0.36%
$3.825M
20,039 shares@ 190.88 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Increased 8.73%
1.88%
$3.771M
19,910 shares@ 189.43 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Increased 13.43%
1.13%
$3.362M
17,612 shares@ 190.88 avg price
Clay Murdy@West Coast Financial Llc
Recent Activity
Increased 0.33%
0.35%
$3.137M
16,432 shares@ 190.88 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 18.95%
0.28%
$2.819M
14,768 shares@ 190.88 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Increased 1.5%
0.08%
$2.183M
11,439 shares@ 190.88 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Increased 1.36%
0.86%
$2.196M
11,395 shares@ 192.71 avg price