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
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 0.02%
0.08%
$1.063M
5,571 shares@ 190.9 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Increased 0.44%
0.21%
$1.016M
5,323 shares@ 190.87 avg price
FRANK TABAR@Farmers & Merchants Trust Co Of Long Beach
Recent Activity
Increased 9.09%
0.25%
$974,251
5,104 shares@ 190.88 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 35.66%
0.12%
$968,648
5,075 shares@ 190.87 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 0.57%
0.1%
$946,145
4,957 shares@ 190.88 avg price
Alexandria Fry@Dentgroup Llc
Recent Activity
Increased 14.1%
0.69%
$890,034
4,663 shares@ 190.88 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 0.97%
0.29%
$860,339
4,507 shares@ 190.89 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 2.06%
0.03%
$806,336
4,224 shares@ 190.9 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 45.06%
0.03%
$705,445
3,696 shares@ 190.87 avg price
Eric Seger@Integrated Capital Management, Llc
Recent Activity
Increased 0.56%
0.36%
$662,000
3,469 shares@ 190.84 avg price