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
Bill Andrakakos@Aaron Wealth Advisors Llc
Recent Activity
Decreased -13.94%
0.06%
$500,487
2,622 shares@ 190.88 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Decreased -0.7%
0.05%
$456,203
2,390 shares@ 190.88 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -0.04%
0.01%
$425,281
2,228 shares@ 190.89 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -12.38%
0.12%
$407,838
2,137 shares@ 190.85 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -5.97%
0.01%
$390,349
2,045 shares@ 190.88 avg price
John Hayes@Longview Wealth Management
Recent Activity
Decreased -4.3%
0.12%
$381,796
2,000 shares@ 190.9 avg price
Alisha Arvold@Christopher J. Hasenberg, Inc
Recent Activity
Decreased -92.51%
0.15%
$353,510
1,852 shares@ 190.89 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
Decreased -12.25%
0.1%
$325,260
1,704 shares@ 190.89 avg price
Kristina Bentzen@Paradigm, Strategies In Wealth Management, Llc
Recent Activity
Decreased -2.89%
0.22%
$320,678
1,680 shares@ 190.88 avg price
Scott Kapusta@First County Bank Ct
Recent Activity
Decreased -31.33%
0.18%
$318,770
1,670 shares@ 190.89 avg price