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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$1.73K - $1.99K
|
55
$1.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.35K+ 10.33% |
$42.5K - $48.9K
|
14.4K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
878+ 4.49% |
$27.7K - $31.8K
|
20.4K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.3K+ 26.59% |
$703K - $809K
|
106K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
257+ 2.36% |
$8.1K - $9.32K
|
11.1K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.2K- 67.53% |
$512K - $589K
|
7.81K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.2K- 12.84% |
$132K - $152K
|
28.5K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.9K- 74.58% |
$1.07M - $1.23M
|
11.6K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.03% |
$63 - $72.5
|
7.07K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.76KNew |
$213K - $245K
|
6.76K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
82New |
$2.58K - $2.97K
|
82
$2.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
4.81K+ 25.16% |
$152K - $174K
|
23.9K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.78K+ 21.81% |
$56.1K - $64.6K
|
9.95K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.62K+ 13.85% |
$82.7K - $95.1K
|
21.6K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.34K+ 43.02% |
$105K - $121K
|
11.1K
$365K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$31.5 - $36.3
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.76K- 13.28% |
$118K - $136K
|
24.5K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.27K+ 27.69% |
$292K - $336K
|
42.7K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.58M - $1.81M
|
50K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
90New |
$2.84K - $3.26K
|
90
$2.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$333K - $384K
|
10.6K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-304- 2.32% |
$9.58K - $11K
|
12.8K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.1KNew |
$1.04M - $1.2M
|
33.1K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
258+ 15.57% |
$8.13K - $9.35K
|
1.92K
$62.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3KNew |
$387K - $446K
|
12.3K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
76.2KNew |
$2.4M - $2.76M
|
76.2K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
854+ 0.88% |
$26.9K - $31K
|
97.9K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.3K+ 12.25% |
$1.08M - $1.24M
|
315K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
251New |
$7.91K - $9.1K
|
251
$8.24K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
120K+ 5.94% |
$3.78M - $4.35M
|
2.14M
$70.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
705New |
$22.2K - $25.6K
|
705
$23.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1KNew |
$320K - $368K
|
10.1K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
429New |
$13.5K - $15.6K
|
429
$14.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$28.6K - $33.7K
|
1K
$32.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 50.0% |
$1.43K - $1.69K
|
50
$1.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
816New |
$23.4K - $27.5K
|
816
$26.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
757+ 17.4% |
$21.7K - $25.5K
|
5.11K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.69% |
$1.37K - $1.62K
|
6.98K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.04% |
$85.9 - $101
|
7.1K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-576- 1.17% |
$16.5K - $19.4K
|
48.6K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.14K- 4.36% |
$32.6K - $38.3K
|
25K
$819K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300New |
$8.4K - $9.11K
|
300
$9.85K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.9% |
$28 - $30.4
|
112
$3.68K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.47KNew |
$153K - $166K
|
5.47K
$180K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.85K+ 7.75% |
$79.8K - $86.6K
|
39.7K
$1.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.18KNew |
$89.1K - $96.6K
|
3.18K
$104K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.05% |
$175 - $220
|
15K
$492K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
9.35KNew |
$234K - $294K
|
9.35K
$307K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
138KNew |
$3.46M - $4.34M
|
138K
$4.54M
|
|