Prepared Retirement Institute LLC Ishares Tr Us Small Cap Value Transaction History

Prepared Retirement Institute LLC

  • $192 Billion
  • Q3 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 27,732 shares of SVAL stock, worth $917,651. This represents 0.48% of its overall portfolio holdings.

Number of Shares
27,732
Previous 23,188 19.6%
Holding current value
$917,651
Previous $720 Million 29.05%
% of portfolio
0.48%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$30.46 - $34.49 $138,410 - $156,722
4,544 Added 19.6%
27,732 $929 Million
Q2 2025

Jul 17, 2025
BUY
$26.29 - $31.11 $29,970 - $35,465
1,140 Added 5.17%
23,188 $720 Million
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

# of Institutions
44
Shares Held
3.92M
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
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