IVE

Ishares S&p 500 Value Etf

Latest period2024 - Q4Total superinvestors245

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Colleen Doughty@Roble, Belko & Company, Inc Recent Activity Increased 0.51%	0.35%	$2.145M 11,238 shares@ 190.88 avg price	Increased 0.51%
Patricia Mullin@Gemmer Asset Management Llc Recent Activity Increased 10.01%	0.2%	$1.967M 10,306 shares@ 190.89 avg price	Increased 10.01%
Bryce Carey@Northlanding Financial Partners, Llc Recent Activity Increased 0.07%	1.9%	$1.874M 9,818 shares@ 190.88 avg price	Increased 0.07%
Jeffrey A. Smith@Atomi Financial Group, Inc. Recent Activity Increased 412.15%	0.09%	$1.763M 9,234 shares@ 190.88 avg price	Increased 412.15%
Lori L. Fuerstenberg@Koshinski Asset Management, Inc. Recent Activity Increased 29.66%	0.15%	$1.68M 8,801 shares@ 190.88 avg price	Increased 29.66%
Sean T. Cleary@Ballentine Partners, Llc Recent Activity Increased 0.8%	0.03%	$1.6M 8,383 shares@ 190.88 avg price	Increased 0.8%
MICHELLE ELDRIDGE@Catalyst Private Wealth, Llc Recent Activity Increased 12.8%	0.58%	$1.298M 6,799 shares@ 190.88 avg price	Increased 12.8%
Matthew Wagner@Oxinas Partners Wealth Management Llc Recent Activity Increased 0.93%	0.76%	$1.296M 6,792 shares@ 190.87 avg price	Increased 0.93%
Amanda Glidden@Thomasville National Bank Recent Activity Increased 0.6%	0.1%	$1.295M 6,783 shares@ 190.88 avg price	Increased 0.6%
Lisa Snider@West Oak Capital, Llc Recent Activity Increased 6.25%	0.45%	$12,505 6,551 shares@ 1.91 avg price	Increased 6.25%