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
David J. Middleton@Murphy, Middleton, Hinkle & Parker, Inc.
Recent Activity
Decreased -0.56%
0.4%
$705,839
3,698 shares@ 190.88 avg price
Tina Armada-Eynard@Aspire Private Capital, Llc
Recent Activity
Decreased -5.05%
0.17%
$645,521
3,382 shares@ 190.87 avg price
Evan J. Lynch@Lynch & Associates In
Recent Activity
Decreased -0.41%
0.14%
$637,921
3,342 shares@ 190.89 avg price
Emily Priebe@Priebe Wealth Holdings Llc
Recent Activity
Decreased -1.55%
0.41%
$602,990
3,159 shares@ 190.89 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -50.25%
0.06%
$602,022
3,149 shares@ 191.18 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -5.29%
0.02%
$563,367
2,951 shares@ 190.91 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Decreased -5.55%
0.19%
$529,395
2,773 shares@ 190.92 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -7.51%
0.08%
$526,250
2,757 shares@ 190.88 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Decreased -0.58%
0.24%
$516,070
2,704 shares@ 190.86 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -13.76%
0.21%
$507,254
2,657 shares@ 190.92 avg price