Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
166KNew |
$4.97M - $5.53M
|
166K
$5.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
99.1K+ 28.08% |
$2.97M - $3.3M
|
452K
$15.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
38.4KNew |
$1.15M - $1.28M
|
38.4K
$1.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.1KNew |
$752K - $837K
|
25.1K
$871K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.6KNew |
$497K - $553K
|
16.6K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
15.6KNew |
$467K - $519K
|
15.6K
$541K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 32.3% |
$412K - $459K
|
56.4K
$1.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6KNew |
$347K - $386K
|
11.6K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.93K+ 97.24% |
$208K - $231K
|
14.1K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.05K+ 71.26% |
$91.3K - $102K
|
7.32K
$254K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
740New |
$22.2K - $24.7K
|
740
$25.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
481+ 2.95% |
$14.4K - $16K
|
16.8K
$582K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
270New |
$8.09K - $9K
|
270
$9.37K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$4.49K - $5K
|
150
$5.2K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
100New |
$3K - $3.33K
|
100
$3.47K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$3K - $3.33K
|
100
$3.47K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
77+ 0.89% |
$2.31K - $2.57K
|
8.72K
$302K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54+ 0.15% |
$1.62K - $1.8K
|
37.2K
$1.29M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-213- 1.85% |
$6.38K - $7.1K
|
11.3K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-300Closed |
$8.99K - $10K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.78KClosed |
$53.4K - $59.4K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.4K- 32.0% |
$71.9K - $80K
|
5.1K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.64K- 3.27% |
$109K - $121K
|
108K
$3.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.4KClosed |
$313K - $348K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-14.6K- 2.51% |
$437K - $487K
|
568K
$19.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-27.5K- 2.82% |
$822K - $915K
|
945K
$32.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.6KClosed |
$826K - $919K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.6K- 82.9% |
$1.81M - $2.02M
|
12.5K
$433K
|