Prepared Retirement Institute LLC Ishares Tr Us Small Cap Value Transaction History

Prepared Retirement Institute LLC

  • $170 Billion
  • Q2 2025

A detailed history of Prepared Retirement Institute LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 23,188 shares of SVAL stock, worth $737,378. This represents 0.42% of its overall portfolio holdings.

Number of Shares
23,188
Previous 22,048 5.17%
Holding current value
$737,378
Previous $662 Million 8.85%
% of portfolio
0.42%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$26.29 - $31.11 $29,970 - $35,465
1,140 Added 5.17%
23,188 $720 Million
Q1 2025

May 01, 2025
SELL
$29.28 - $33.43 $55,368 - $63,216
-1,891 Reduced 7.9%
22,048 $662 Million
Q4 2024

Feb 13, 2025
BUY
$31.5 - $36.25 $151,609 - $174,471
4,813 Added 25.16%
23,939 $778 Million
Q3 2024

Feb 13, 2025
BUY
$28.64 - $33.7 $224,594 - $264,275
7,842 Added 69.5%
19,126 $616 Million
Q2 2024

Feb 13, 2025
BUY
$27.99 - $30.36 $315,839 - $342,582
11,284 New
11,284 $329 Million

Others Institutions Holding SVAL

# of Institutions
42
Shares Held
3.83M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR US SMALL CAP VALUE

SVAL Quotes by TradingView
  • Ticker SVAL
  • Sector ETFs
  • Industry ETFs
More about SVAL
Track This Portfolio

Track Prepared Retirement Institute LLC Portfolio

Follow Prepared Retirement Institute LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prepared Retirement Institute LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prepared Retirement Institute LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email