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
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Decreased -22.53%
0.13%
$2.03M
10,637 shares@ 190.88 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 10.01%
0.2%
$1.967M
10,306 shares@ 190.89 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Decreased -0.4%
0.31%
$1.954M
10,236 shares@ 190.88 avg price
Bryce Carey@Northlanding Financial Partners, Llc
Recent Activity
Increased 0.07%
1.9%
$1.874M
9,818 shares@ 190.88 avg price
Brian Kenney@Afg Fiduciary Services Limited Partnership
Recent Activity
Decreased -0.75%
1.3%
$1.833M
9,513 shares@ 192.7 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
0.43%
$1.785M
9,487 shares@ 188.18 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
New Position
0.33%
$1.801M
9,434 shares@ 190.87 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.93%
$1.783M
9,255 shares@ 192.71 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 412.15%
0.09%
$1.763M
9,234 shares@ 190.88 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -30%
0.2%
$1.725M
9,039 shares@ 190.9 avg price