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
Tamar Stubbs@Magnolia Capital Management Ltd
Recent Activity
Decreased -4.42%
1.1%
$1.38M
7,230 shares@ 190.88 avg price
Phillip Kevin Smiley@Burkett Financial Services, Llc
Recent Activity
Decreased -1.14%
0.57%
$1.371M
7,185 shares@ 190.87 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.5%
0.11%
$1.245M
6,552 shares@ 189.95 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Decreased -2.46%
0.27%
$1.164M
6,100 shares@ 190.9 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Decreased -0.18%
0.05%
$1.153M
6,043 shares@ 190.89 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
Decreased -7.92%
0.35%
$1.149M
6,021 shares@ 190.88 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Decreased -4.55%
0.12%
$1.096M
5,741 shares@ 190.87 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Decreased -1.07%
0.19%
$844,662
4,425 shares@ 190.89 avg price
Moira B. Martin@Essex Savings Bank
Recent Activity
Decreased -4.64%
0.2%
$799,595
4,189 shares@ 190.88 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Decreased -5.3%
0.12%
$749,777
3,928 shares@ 190.89 avg price