ISHARES S&P 500 VALUE ETF (IVE)

Market Closed

16 Oct, 08:00 PM

ARCA

235. 46

-0.2

-0.0849%

49.82B Market Cap

3.39% Div Yield

1.23M Volume

$ 235.66

Previous Close

Investors:

TJD

+606

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Day Range

234.77 237.23

Year Range

203.15 239.93

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ISHARES S&P 500 VALUE ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Stephen Smith Kestra Investment Management LLC	315,993	$66.57M	$74.29M	$7.72M	11.6%
Sue Oleari Trifecta Capital Advisors LLC	874	$184,280.49	$205,529.84	$21,249.35	11.53%
Scott Register Register Financial Advisors LLC	384	$72,951.83	$90,504.96	$17,553.13	24.06%
TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC	7,523	$1.56M	$1.77M	$216,787.45	13.93%
FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC	4,584	$946,642	$1.08M	$130,781.36	13.82%
Kevin Gray Lodestar Private Asset Management LLC	5,349	$792,234.1	$1.26M	$472,750.91	59.67%
Amy Ardeel Icon Wealth Advisors LLC	232,242	$46.39M	$54.71M	$8.32M	17.93%
TT Thaddeus Toal RCS Financial Planning LLC	3,922	$831,737.32	$927,513.78	$95,776.46	11.52%
Colleen Wysong Koesten, Hirschmann & Crabtree Inc.	2,255	$421,256.98	$530,691.7	$109,434.72	25.98%
Crystal McKeon TSA Wealth Managment LLC	42,476	$8.52M	$10.01M	$1.49M	17.45%
Dean Pelos Commonwealth Retirement Investments LLC	22,609	$4.49M	$5.33M	$840,342.93	18.72%
JGK Jonathan G. Kasting Regimen Wealth LLC	13,875	$2.64M	$3.27M	$631,654.5	23.95%
Robin Sherwood HTG Investment Advisors Inc.	7,561	$1.6M	$1.78M	$182,900.35	11.46%
Bepin Serraj Richard W. Paul & Associates LLC	26	$5,904	$6,134.57	$230.57	3.91%
Michael R. Panico Arcadia Wealth Management LLC	7,552	$1.59M	$1.78M	$188,276.23	11.84%
TAB Thomas A. Burke Syntegra Private Wealth Group LLC	2,951	$581,233.73	$698,560.72	$117,326.99	20.19%
Jeffrey Hanson Breakwater Capital Group	1,742	$281,492.36	$410,519.72	$129,027.36	45.84%
AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC	12,914	$1.97M	$3.04M	$1.07M	54.19%
Salvatore Cocivera Cora Capital Advisors LLC	1,227	$213,363.29	$290,522.91	$77,159.62	36.16%
Helen Semus Semus Wealth Partners LLC	6,425	$1.29M	$1.51M	$221,073.3	17.09%

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