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
$5.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.7K+ 37.11% |
$255K - $302K
|
35.8K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.97K+ 22.46% |
$51.9K - $61.4K
|
10.8K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.14K+ 5.17% |
$30K - $35.5K
|
23.2K
$726K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39+ 0.56% |
$1.03K - $1.21K
|
7.02K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5+ 5.88% |
$131 - $156
|
90
$2.82K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.7% |
$78.9 - $93.3
|
432
$13.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.8% |
$52.6 - $62.2
|
253
$7.92K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 15.18% |
$447 - $529
|
95
$2.98K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-164- 8.56% |
$4.31K - $5.1K
|
1.75K
$54.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.52K- 11.95% |
$40K - $47.4K
|
11.2K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.36K- 33.15% |
$88.4K - $105K
|
6.78K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-4.12K- 17.34% |
$108K - $128K
|
19.6K
$615K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-4.15K- 37.56% |
$109K - $129K
|
6.9K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-33.2K- 63.66% |
$872K - $1.03M
|
18.9K
$593K
|