Prepared Retirement Institute LLC Ishares Tr Us Small Cap Value Transaction History
Prepared Retirement Institute LLC
- $157 Billion
- Q1 2025
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 22,048 shares of SVAL stock, worth $628,368. This represents 0.42% of its overall portfolio holdings.
Number of Shares
22,048
Previous 23,939
7.9%
Holding current value
$628,368
Previous $778 Million
14.92%
% of portfolio
0.42%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding SVAL
# of Institutions
45Shares Held
3.79MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.19MShares$62.5 Million5.29% of portfolio
-
Bt Wealth Management LLC484KShares$13.8 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$8.97 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC106KShares$3.03 Million0.0% of portfolio
-
Truist Financial Corp101KShares$2.88 Million0.0% of portfolio