Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.3K+ 183.4% |
$651K - $706K
|
36K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18K+ 181.77% |
$505K - $548K
|
28K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.8K+ 105.58% |
$331K - $359K
|
23K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8KNew |
$302K - $328K
|
10.8K
$374K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.55KNew |
$211K - $229K
|
7.55K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.47KNew |
$153K - $166K
|
5.47K
$190K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.18KNew |
$89.1K - $96.6K
|
3.18K
$110K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.85K+ 7.75% |
$79.8K - $86.6K
|
39.7K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.36K+ 14.27% |
$66K - $71.6K
|
18.9K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.1K+ 209900.0% |
$58.8K - $63.7K
|
2.1K
$72.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
672+ 264.57% |
$18.8K - $20.4K
|
926
$32.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300New |
$8.4K - $9.11K
|
300
$10.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
276+ 0.56% |
$7.73K - $8.38K
|
49.2K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
234+ 1.67% |
$6.55K - $7.1K
|
14.2K
$494K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
51+ 0.74% |
$1.43K - $1.55K
|
6.93K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.9% |
$28 - $30.4
|
112
$3.89K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-583- 7.25% |
$16.3K - $17.7K
|
7.46K
$259K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-583- 7.25% |
$16.3K - $17.7K
|
7.46K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-700- 13.86% |
$19.6K - $21.3K
|
4.35K
$151K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 13.54% |
$31.1K - $33.7K
|
7.1K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.55K- 4.49% |
$99.4K - $108K
|
75.5K
$2.62M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.8K- 5.0% |
$134K - $146K
|
91.3K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.46K- 33.41% |
$153K - $166K
|
10.9K
$378K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-6.76K- 20.58% |
$189K - $205K
|
26.1K
$905K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.37K- 20.31% |
$206K - $224K
|
28.9K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.9K- 33.31% |
$418K - $453K
|
29.9K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.8K- 80.08% |
$945K - $1.03M
|
8.4K
$291K
|