Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
149K+ 55.93% |
$3.92M - $4.57M
|
415K
$14.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.3K+ 647.67% |
$1.54M - $1.79M
|
67.3K
$2.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
20.8K+ 98.26% |
$549K - $640K
|
42K
$1.46M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
20.5KNew |
$541K - $631K
|
20.5K
$711K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
19.3K+ 6.67% |
$508K - $593K
|
308K
$10.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 15.9% |
$428K - $499K
|
118K
$4.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
13K+ 23.11% |
$342K - $400K
|
69.2K
$2.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.02KNew |
$185K - $216K
|
7.02K
$243K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.8K+ 23.91% |
$179K - $209K
|
35.2K
$1.22M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.22K+ 21.63% |
$138K - $161K
|
29.4K
$1.02M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5KNew |
$132K - $154K
|
5K
$173K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.35K+ 40.22% |
$61.9K - $72.3K
|
8.19K
$284K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.2KNew |
$58K - $67.6K
|
2.2K
$76.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
328New |
$8.65K - $10.1K
|
328
$11.4K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
165New |
$4.35K - $5.08K
|
165
$5.72K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
121+ 0.32% |
$3.19K - $3.72K
|
37.6K
$1.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-165Closed |
$4.35K - $5.08K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-217- 0.04% |
$5.72K - $6.67K
|
484K
$16.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-693- 72.79% |
$18.3K - $21.3K
|
259
$8.98K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-982Closed |
$25.9K - $30.2K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.04K- 5.79% |
$27.5K - $32K
|
16.9K
$587K
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-4.8K- 2.78% |
$126K - $148K
|
168K
$5.83M
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-7.05KClosed |
$186K - $217K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.73KClosed |
$230K - $269K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.74K- 51.81% |
$230K - $269K
|
8.13K
$282K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.91K- 8.9% |
$261K - $305K
|
101K
$3.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.1KClosed |
$265K - $310K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 17.81% |
$293K - $342K
|
51.3K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.1KClosed |
$505K - $589K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-20.3K- 4.04% |
$536K - $626K
|
484K
$16.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.9KClosed |
$604K - $705K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.5KClosed |
$882K - $1.03M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.2KClosed |
$954K - $1.11M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-38.4KClosed |
$1.01M - $1.18M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-66.7KClosed |
$1.76M - $2.05M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-119K- 13.1% |
$3.14M - $3.66M
|
790K
$27.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-323KClosed |
$8.51M - $9.93M
|
0
$0
|