Money Concepts Capital Corp Ishares Tr Us Small Cap Value Transaction History
Money Concepts Capital Corp
- $1.25 Billion
- Q1 2025
A detailed history of Money Concepts Capital Corp transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Money Concepts Capital Corp holds 2,194,327 shares of SVAL stock, worth $62.5 Million. This represents 5.29% of its overall portfolio holdings.
Number of Shares
2,194,327
Previous 2,140,108
2.53%
Holding current value
$62.5 Million
Previous $69.5 Million
5.26%
% of portfolio
5.29%
Previous 5.5%
Shares
3 transactions
Others Institutions Holding SVAL
# of Institutions
44Shares Held
3.78MCall Options Held
0Put Options Held
0-
Bt Wealth Management LLC484KShares$13.8 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$8.96 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC106KShares$3.02 Million0.0% of portfolio
-
Truist Financial Corp97.9KShares$2.79 Million0.01% of portfolio
-
Global Retirement Partners, LLC76.2KShares$2.17 Million0.07% of portfolio