Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
38.8K+ 1.72% |
$1.18M - $1.34M
|
2.3M
$75.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
4.54K+ 19.6% |
$138K - $157K
|
27.7K
$916K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.99K+ 21.09% |
$122K - $138K
|
22.9K
$757K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.23K+ 20.75% |
$68K - $77K
|
13K
$429K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.82KNew |
$55.4K - $62.8K
|
1.82K
$60.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
94+ 0.05% |
$2.86K - $3.24K
|
171K
$5.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40+ 0.57% |
$1.22K - $1.38K
|
7.06K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 53.85% |
$853 - $966
|
80
$2.64K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.06% |
$213 - $241
|
11.2K
$371K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 2.22% |
$60.9 - $69
|
92
$3.04K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.4% |
$30.5 - $34.5
|
254
$8.39K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-32- 0.16% |
$975 - $1.1K
|
19.6K
$647K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58- 0.16% |
$1.77K - $2K
|
35.8K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-412- 5.97% |
$12.5K - $14.2K
|
6.49K
$214K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.12K- 31.19% |
$64.4K - $72.9K
|
4.67K
$154K
|