Latest Institutional Transactions on Ishares Tr Us Small Cap Value (SVAL)
This table provides information on the latest institutional transactions involving Ishares Tr Us Small Cap Value (SVAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
800+ 11.32% |
$21K - $24.9K
|
7.87K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.9K+ 28.54% |
$890K - $1.05M
|
152K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
65.6K+ 2.99% |
$1.72M - $2.04M
|
2.26M
$70.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.8K+ 16.84% |
$126K - $149K
|
33.3K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.4K+ 385.48% |
$773K - $915K
|
37.1K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.86K+ 20.7% |
$75.2K - $89K
|
16.7K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.92K+ 19.84% |
$129K - $153K
|
29.7K
$933K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.8K- 63.68% |
$546K - $647K
|
11.9K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.81K+ 73.77% |
$205K - $243K
|
18.4K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
689New |
$18.1K - $21.4K
|
689
$21.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
502+ 7.97% |
$13.2K - $15.6K
|
6.8K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76.2K- 99.93% |
$2M - $2.37M
|
52
$1.63K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29K+ 4.07% |
$33.9K - $40.1K
|
32.9K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$263K - $311K
|
10K
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31- 0.24% |
$815 - $964
|
12.8K
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.7% |
$78.9 - $93.3
|
432
$13.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5+ 5.88% |
$131 - $156
|
90
$2.83K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.52K- 11.95% |
$40K - $47.4K
|
11.2K
$352K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.8% |
$52.6 - $62.2
|
253
$7.94K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 15.18% |
$447 - $529
|
95
$2.98K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.7K+ 37.11% |
$255K - $302K
|
35.8K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39+ 0.56% |
$1.03K - $1.21K
|
7.02K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-4.15K- 37.56% |
$109K - $129K
|
6.9K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-164- 8.56% |
$4.31K - $5.1K
|
1.75K
$55K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-33.2K- 63.66% |
$872K - $1.03M
|
18.9K
$594K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.36K- 33.15% |
$88.4K - $105K
|
6.78K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
70.4K+ 69.79% |
$1.85M - $2.19M
|
171K
$5.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.14K+ 5.17% |
$30K - $35.5K
|
23.2K
$728K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.97K+ 22.46% |
$51.9K - $61.4K
|
10.8K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-4.12K- 17.34% |
$108K - $128K
|
19.6K
$616K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.09% |
$293 - $334
|
11.2K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
600New |
$17.6K - $20.1K
|
600
$18.8K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$29.3 - $33.4
|
1
$31.4
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
310New |
$9.08K - $10.4K
|
310
$9.73K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.54K- 31.89% |
$104K - $118K
|
7.56K
$237K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.2K- 67.53% |
$512K - $589K
|
7.81K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.76KNew |
$213K - $245K
|
6.76K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$1.73K - $1.99K
|
55
$1.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.58M - $1.81M
|
50K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
90New |
$2.84K - $3.26K
|
90
$2.83K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$333K - $384K
|
10.6K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.3K+ 12.25% |
$1.08M - $1.24M
|
315K
$9.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
705New |
$22.2K - $25.6K
|
705
$22.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$28.6K - $33.7K
|
1K
$31.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 50.0% |
$1.43K - $1.69K
|
50
$1.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
816New |
$23.4K - $27.5K
|
816
$25.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.04% |
$85.9 - $101
|
7.1K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-576- 1.17% |
$16.5K - $19.4K
|
48.6K
$1.53M
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300New |
$8.4K - $9.11K
|
300
$9.42K
|
|