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
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 16.44%
0.07%
$1.246M
6,526 shares@ 190.88 avg price
Chris Werner@Westmount Partners, Llc
Recent Activity
Increased 0.32%
0.38%
$1.227M
6,427 shares@ 190.87 avg price
Brent P. Nicks@Accelerate Investment Advisors Llc
Recent Activity
Increased 31.91%
1.07%
$1.208M
6,326 shares@ 190.89 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Increased 51.76%
0.19%
$1.204M
6,307 shares@ 190.87 avg price
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
Increased 26.23%
0.18%
$1.198M
6,277 shares@ 190.89 avg price
Sarah Kiaaina@Cadinha & Co Llc
Recent Activity
Increased 0.22%
0.2%
$1.165M
6,101 shares@ 190.89 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Increased 2.05%
0.44%
$1.124M
5,889 shares@ 190.9 avg price
Mary Sigler@Tarbox Family Office, Inc.
Recent Activity
Increased 0.18%
0.19%
$1.107M
5,799 shares@ 190.88 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Increased 8.92%
0.28%
$1.089M
5,706 shares@ 190.89 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 26.79%
0.07%
$1.068M
5,595 shares@ 190.86 avg price