A detailed history of Bt Wealth Management LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Bt Wealth Management LLC holds 483,601 shares of SVAL stock, worth $17.2 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
483,601
Previous 483,818 0.04%
Holding current value
$17.2 Million
Previous $13 Million 0.77%
% of portfolio
3.63%
Previous 3.57%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022

SELL
$26.37 - $30.76 $5,722 - $6,674
-217 Reduced 0.04%
483,601 $12.9 Million
Q2 2022

Jul 15, 2022

SELL
$26.37 - $30.76 $536,471 - $625,781
-20,344 Reduced 4.04%
483,818 $13 Million
Q1 2022

Apr 21, 2022

BUY
$30.02 - $32.86 $1.57 Million - $1.72 Million
52,193 Added 11.55%
504,162 $15.5 Million
Q4 2021

Feb 11, 2022

BUY
$29.96 - $33.33 $2.97 Million - $3.3 Million
99,082 Added 28.08%
451,969 $14.5 Million
Q3 2021

Nov 01, 2021

SELL
$28.3 - $31.02 $3.64 Million - $3.99 Million
-128,518 Reduced 26.7%
352,887 $10.6 Million
Q2 2021

Jul 28, 2021

BUY
$30.03 - $32.94 $1.67 Million - $1.83 Million
55,563 Added 13.05%
481,405 $14.8 Million
Q1 2021

May 06, 2021

BUY
$24.33 - $32.46 $10.4 Million - $13.8 Million
425,842 New
425,842 $13 Million

Others Institutions Holding SVAL

About ISHARES TR US SMALL CAP VALUE


  • Ticker SVAL
  • Sector ETFs
  • Industry ETFs
More about SVAL
Track This Portfolio

Track Bt Wealth Management LLC Portfolio

Follow Bt Wealth Management 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 Bt Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bt Wealth Management LLC with notifications on news.