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
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 0.22%
0.04%
$351,512
1,842 shares@ 190.84 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Increased 63.95%
0.02%
$337,667
1,769 shares@ 190.89 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Increased 3.12%
0.04%
$315,685
1,654 shares@ 190.87 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
Increased 4.89%
0.16%
$311,325
1,631 shares@ 190.88 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 0.13%
0.06%
$295,800
1,550 shares@ 190.84 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Increased 1.28%
0.01%
$273,136
1,431 shares@ 190.88 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 12.24%
0.08%
$268,000
1,404 shares@ 190.89 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Increased 23.35%
0.14%
$267,302
1,400 shares@ 190.93 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Increased 31.53%
0.03%
$254,062
1,331 shares@ 190.89 avg price
Marie Freemyer@Truefg, Llc
Recent Activity
Increased 0.27%
0.08%
$219,130
1,148 shares@ 190.88 avg price