Chicago Partners Investment Group LLC Ishares Tr Us Small Cap Value Transaction History

Chicago Partners Investment Group LLC

  • $2.43 Billion
  • Q2 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 6,934 shares of SVAL stock, worth $215,023. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,934
Previous 6,883 0.74%
Holding current value
$215,023
Previous $210,000 3.81%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$27.99 - $30.36 $1,427 - $1,548
51 Added 0.74%
6,934 $202,000
Q1 2024

Apr 25, 2024
BUY
$28.5 - $30.75 $1,054 - $1,137
37 Added 0.54%
6,883 $210,000
Q4 2023

Feb 23, 2024
BUY
$25.0 - $31.4 $171,150 - $214,964
6,846 New
6,846 $210,000
Q4 2022

Feb 09, 2023
SELL
$26.28 - $30.2 $10,827 - $12,442
-412 Reduced 5.81%
6,678 $187,000
Q3 2022

Nov 09, 2022
BUY
$25.67 - $30.75 $1,848 - $2,214
72 Added 1.03%
7,090 $207,000
Q2 2022

Aug 04, 2022
BUY
$26.37 - $30.76 $185,064 - $215,873
7,018 New
7,018 $206,000

Others Institutions Holding SVAL

# of Institutions
30
Shares Held
1.02M
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 Chicago Partners Investment Group LLC Portfolio

Follow Chicago Partners Investment Group 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 Chicago Partners Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chicago Partners Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email