Prepared Retirement Institute LLC Ishares Tr Us Small Cap Value Transaction History
Prepared Retirement Institute LLC
- $175 Billion
- Q4 2024
A detailed history of Prepared Retirement Institute LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 23,939 shares of SVAL stock, worth $789,987. This represents 0.44% of its overall portfolio holdings.
Number of Shares
23,939
Previous 19,126
25.16%
Holding current value
$789,987
Previous $616 Million
26.25%
% of portfolio
0.44%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding SVAL
# of Institutions
43Shares Held
3.69MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.14MShares$70.6 Million5.5% of portfolio
-
Bt Wealth Management LLC484KShares$16 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$10.4 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC106KShares$3.5 Million0.0% of portfolio
-
Truist Financial Corp97.9KShares$3.23 Million0.01% of portfolio