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
James DeMeo@Shulman Demeo Asset Management Llc
Recent Activity
Increased 0.53%
0.17%
$616,158
3,228 shares@ 190.88 avg price
Dana Grigg@Camelot Technology Advisors, Inc.
Recent Activity
Increased 0.51%
0.55%
$607,181
3,181 shares@ 190.88 avg price
Michael Jonathan Mess@Veracity Capital Llc
Recent Activity
Increased 3.9%
0.22%
$591,240
3,097 shares@ 190.91 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 0.2%
0.29%
$587,635
3,079 shares@ 190.86 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 1.02%
0.02%
$456,776
2,393 shares@ 190.89 avg price
Jill Martin@Parkside Advisors Llc
Recent Activity
Increased 4.15%
0.1%
$421,667
2,209 shares@ 190.89 avg price
Scott M. Peterson@Peterson Wealth Advisors, Llc
Recent Activity
Increased 0.24%
0.08%
$403,851
2,109 shares@ 191.49 avg price
Ryan Gough@Perfromance Wealth Partners, Llc
Recent Activity
Increased 7.45%
0.02%
$396,927
2,079 shares@ 190.93 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 88.44%
0.02%
$394,930
2,069 shares@ 190.88 avg price
Jessica Thayer@Unique Wealth, Llc
Recent Activity
Increased 11.48%
0.08%
$370,880
1,943 shares@ 190.89 avg price