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
Patrick Hayes@Wealthquest Corp
Recent Activity
Decreased -1.39%
0.03%
$310,753
1,628 shares@ 190.89 avg price
Ryan Callas@Greenhouse Wealth Management, Llc
Recent Activity
Decreased -3.12%
0.21%
$307,758
1,612 shares@ 190.92 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Decreased -0.95%
0.09%
$277,387
1,453 shares@ 190.91 avg price
Jeffrey P Gribben@First Citizens Financial Corp
Recent Activity
Decreased -1.03%
0.15%
$273,149
1,431 shares@ 190.88 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Decreased -15.41%
0.03%
$266,087
1,394 shares@ 190.89 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Decreased -10.49%
0.02%
$227,911
1,194 shares@ 190.89 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Decreased -10.97%
0.05%
$212,078
1,127 shares@ 188.18 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Decreased -1.59%
0.04%
$200,806
1,052 shares@ 190.89 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Decreased -5.81%
0.06%
$151,559
794 shares@ 190.89 avg price
Stephanie West@Org Partners Llc
Recent Activity
Decreased -13.48%
0.02%
$112,683
590 shares@ 190.99 avg price