Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
70.4K+ 69.79% |
$1.85M - $2.19M
|
171K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
65.6K+ 2.99% |
$1.72M - $2.04M
|
2.26M
$74.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.9K+ 28.54% |
$890K - $1.05M
|
152K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.4K+ 385.48% |
$773K - $915K
|
37.1K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$263K - $311K
|
10K
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.7K+ 37.11% |
$255K - $302K
|
35.8K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.81K+ 73.77% |
$205K - $243K
|
18.4K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.92K+ 19.84% |
$129K - $153K
|
29.7K
$981K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.8K+ 16.84% |
$126K - $149K
|
33.3K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.86K+ 20.7% |
$75.2K - $89K
|
16.7K
$550K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.97K+ 22.46% |
$51.9K - $61.4K
|
10.8K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29K+ 4.07% |
$33.9K - $40.1K
|
32.9K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.14K+ 5.17% |
$30K - $35.5K
|
23.2K
$765K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
800+ 11.32% |
$21K - $24.9K
|
7.87K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
689New |
$18.1K - $21.4K
|
689
$22.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
502+ 7.97% |
$13.2K - $15.6K
|
6.8K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39+ 0.56% |
$1.03K - $1.21K
|
7.02K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5+ 5.88% |
$131 - $156
|
90
$2.97K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.7% |
$78.9 - $93.3
|
432
$14.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.8% |
$52.6 - $62.2
|
253
$8.35K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 15.18% |
$447 - $529
|
95
$3.14K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31- 0.24% |
$815 - $964
|
12.8K
$421K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-164- 8.56% |
$4.31K - $5.1K
|
1.75K
$57.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.52K- 11.95% |
$40K - $47.4K
|
11.2K
$370K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.2K- 32.4% |
$57.9K - $68.5K
|
4.6K
$152K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.36K- 33.15% |
$88.4K - $105K
|
6.78K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-4.12K- 17.34% |
$108K - $128K
|
19.6K
$648K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-4.15K- 37.56% |
$109K - $129K
|
6.9K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.8K- 63.68% |
$546K - $647K
|
11.9K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-33.2K- 63.66% |
$872K - $1.03M
|
18.9K
$625K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76.2K- 99.93% |
$2M - $2.37M
|
52
$1.72K
|