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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025

SELL
$29.28 - $33.43 $55,368 - $63,216
-1,891 Reduced 7.9%
22,048 $662 Million
Q4 2024

Feb 13, 2025

BUY
$31.5 - $36.25 $151,609 - $174,471
4,813 Added 25.16%
23,939 $778 Million
Q3 2024

Feb 13, 2025

BUY
$28.64 - $33.7 $224,594 - $264,275
7,842 Added 69.5%
19,126 $616 Million
Q2 2024

Feb 13, 2025

BUY
$27.99 - $30.36 $315,839 - $342,582
11,284 New
11,284 $329 Million

Others Institutions Holding SVAL

About ISHARES TR US SMALL CAP VALUE


  • Ticker SVAL
  • Sector ETFs
  • Industry ETFs
More about SVAL
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