ISHARES S&P 500 VALUE ETF (IVE) Stock Institutional Trading Activity
ISHARES S&P 500 VALUE ETF (IVE) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Mairs & Power Growth Fund, Sequoia Financial Advisors, and Matrix Private Capital Group. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
Explore more:
- ISHARES S&P 500 VALUE ETF (IVE) stock institutional ownership
- ISHARES S&P 500 VALUE ETF (IVE) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2018 | Sequoia Financial Advisors | Sell | -1,316 | 3,614 | $395 |
| Q4 2017 | Sequoia Financial Advisors | Sell | -966 | 4,930 | $563 |
| Q3 2017 | Sequoia Financial Advisors | Sell | -1,325 | 5,896 | $636 |
| Q2 2017 | Sequoia Financial Advisors | Buy | 2,637 | 7,221 | $758 |
| Q1 2017 | Sequoia Financial Advisors | Sell | -881 | 4,584 | $477 |
| Q4 2016 | Sequoia Financial Advisors | Sell | -372 | 5,465 | $554 |
| Q3 2016 | Sequoia Financial Advisors | Sell | -4,357 | 5,837 | $554 |
| Q2 2016 | Sequoia Financial Advisors | Buy | 9,309 | 10,194 | $947 |
| Q1 2016 | Sequoia Financial Advisors | Sell | -9,105 | 885 | $9,841 |
| Q4 2015 | Sequoia Financial Advisors | Sell | -1,070 | 9,990 | $937 |
| Q3 2015 | Sequoia Financial Advisors | Buy | 720 | 11,060 | $929 |
| Q2 2015 | Sequoia Financial Advisors | Buy | 7 | 10,340 | $953 |
| Q1 2015 | Sequoia Financial Advisors | Buy | 343 | 10,333 | $956 |
| Q4 2014 | Sequoia Financial Advisors | Sell | -314 | 9,990 | $937 |
| Q3 2014 | Sequoia Financial Advisors | Buy | 455 | 10,304 | $928 |
| Q2 2014 | Sequoia Financial Advisors | Buy | 1,712 | 9,849 | $889 |
| Q1 2014 | Sequoia Financial Advisors | Sell | -823 | 8,137 | $707 |
| Q4 2013 | Sequoia Financial Advisors | Buy | 8,960 | 8,960 | $766 |
Frequently asked questions about IVE activity
Which institutional owners are buying IVE?
Institutional owners buying IVE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IVE activity?
"Buy" means an investor increased their reported position in IVE compared to the prior reporting period. This reflects growing exposure to ISHARES S&P 500 VALUE ETF (IVE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IVE increasing?
Institutional interest in IVE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.