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

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

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 82 shares of SVAL stock, worth $2,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,692

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

3.69M

Call Options Held

Put Options Held

Money Concepts Capital Corp

2.14M
Shares

$70.3 Million
5.5% of portfolio
Bt Wealth Management LLC

484K
Shares

$15.9 Million
3.63% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

315K
Shares

$10.3 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

106K
Shares

$3.49 Million
0.0% of portfolio
Truist Financial Corp

97.9K
Shares

$3.22 Million
0.01% of portfolio

View Full List

About ISHARES TR US SMALL CAP VALUE

Ticker SVAL
Sector ETFs
Industry ETFs

More about SVAL

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