A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 50 shares of SVAL stock, worth $1,782. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 100 50.0%
Holding current value
$1,782
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$28.64 - $33.7 $1,432 - $1,685
-50 Reduced 50.0%
50 $1,000
Q1 2024

May 15, 2024

SELL
$28.5 - $30.75 $22,800 - $24,600
-800 Reduced 88.89%
100 $3,000
Q4 2023

Feb 12, 2024

BUY
$25.0 - $31.4 $20,000 - $25,120
800 Added 800.0%
900 $27,000
Q4 2021

Feb 08, 2022

BUY
$29.96 - $33.33 $2,996 - $3,333
100 New
100 $3,000

Others Institutions Holding SVAL

About ISHARES TR US SMALL CAP VALUE


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