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
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -7.42%
0.12%
$2.117M
11,252 shares@ 188.18 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Decreased -22.53%
0.13%
$2.03M
10,637 shares@ 190.88 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Decreased -0.4%
0.31%
$1.954M
10,236 shares@ 190.88 avg price
Brian Kenney@Afg Fiduciary Services Limited Partnership
Recent Activity
Decreased -0.75%
1.3%
$1.833M
9,513 shares@ 192.7 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -30%
0.2%
$1.725M
9,039 shares@ 190.9 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -2.23%
0.11%
$1.716M
8,991 shares@ 190.88 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -2.39%
0.05%
$1.6M
8,381 shares@ 190.89 avg price
Aryn Sands@Mason & Associates, Llc
Recent Activity
Decreased -1.09%
0.44%
$1.466M
7,678 shares@ 190.89 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
Decreased -1.61%
0.47%
$1.416M
7,418 shares@ 190.88 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -63.77%
0.12%
$1.41M
7,386 shares@ 190.88 avg price