Purchases and Sales Made in Q1 2024 in Ishares Tr Us Small Cap Value (SVAL)
This table provides information about the institutional ownership of Ishares Tr Us Small Cap Value (SVAL) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR US SMALL CAP VALUE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
553K+ 2243.62% |
$15.8M - $17M
|
578K
$20M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
8.16K+ 9.29% |
$233K - $251K
|
96.1K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.88K+ 225.76% |
$196K - $212K
|
9.93K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.94K+ 54.27% |
$112K - $121K
|
11.2K
$389K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.72K+ 11.26% |
$106K - $115K
|
36.8K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
853+ 11.86% |
$24.3K - $26.2K
|
8.04K
$279K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
853+ 11.86% |
$24.3K - $26.2K
|
8.04K
$279K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
583+ 7.82% |
$16.6K - $17.9K
|
8.04K
$279K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 0.54% |
$1.05K - $1.14K
|
6.88K
$239K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15+ 0.04% |
$428 - $461
|
42.2K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-287- 2.01% |
$8.18K - $8.83K
|
14K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-441- 2.6% |
$12.6K - $13.6K
|
16.5K
$573K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-673- 7.58% |
$19.2K - $20.7K
|
8.21K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-787- 4.59% |
$22.4K - $24.2K
|
16.3K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-800- 88.89% |
$22.8K - $24.6K
|
100
$3.47K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.84K- 5.48% |
$80.8K - $87.2K
|
48.9K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.73K- 9.31% |
$106K - $115K
|
36.3K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.39K- 46.52% |
$125K - $135K
|
5.05K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 46.39% |
$313K - $338K
|
12.7K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.5K- 16.38% |
$441K - $476K
|
79.1K
$2.74M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.3K- 64.71% |
$663K - $715K
|
12.7K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.4K- 44.17% |
$1.01M - $1.09M
|
44.8K
$1.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-226K- 87.28% |
$6.43M - $6.93M
|
32.9K
$1.14M
|