Ae Wealth Management LLC Ishares Tr Us Small Cap Value Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Ae Wealth Management LLC holds 90 shares of SVAL stock, worth $2,818. This represents 0.0% of its overall portfolio holdings.

Number of Shares
90
Previous 85 5.88%
Holding current value
$2,818
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
$26.29 - $31.11 $131 - $155
5 Added 5.88%
90 $2,000
Q1 2025

May 06, 2025
BUY
$29.28 - $33.43 $87 - $100
3 Added 3.66%
85 $2,000
Q4 2024

Feb 13, 2025
BUY
$31.5 - $36.25 $2,583 - $2,972
82 New
82 $2,000

Others Institutions Holding SVAL

# of Institutions
42
Shares Held
3.8M
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
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