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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.6K- 34.03% |
$384K - $435K
|
24.4K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-24.4K- 73.27% |
$743K - $842K
|
8.9K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.15K+ 11.72% |
$65.6K - $74.3K
|
20.5K
$680K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.9K- 53.75% |
$2.5M - $2.83M
|
70.5K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 9.47% |
$85.7K - $97.1K
|
32.6K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.6KNew |
$1.14M - $1.3M
|
37.6K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166- 1.4% |
$5.06K - $5.73K
|
11.7K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53New |
$1.61K - $1.83K
|
53
$1.75K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-665- 14.47% |
$20.3K - $22.9K
|
3.93K
$130K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
124K+ 1241.4% |
$3.78M - $4.28M
|
134K
$4.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
968+ 2.94% |
$29.5K - $33.4K
|
33.9K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.15K+ 24.66% |
$95.8K - $108K
|
15.9K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.93KNew |
$241K - $273K
|
7.93K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.46% |
$60.9 - $69
|
434
$14.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.55KNew |
$260K - $295K
|
8.55K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
27+ 1.54% |
$822 - $931
|
1.78K
$58.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.12K- 31.19% |
$64.4K - $72.9K
|
4.67K
$154K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
38.8K+ 1.72% |
$1.18M - $1.34M
|
2.3M
$76.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58- 0.16% |
$1.77K - $2K
|
35.8K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.82KNew |
$55.4K - $62.8K
|
1.82K
$60.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 2.22% |
$60.9 - $69
|
92
$3.04K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.4% |
$30.5 - $34.5
|
254
$8.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
94+ 0.05% |
$2.86K - $3.24K
|
171K
$5.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.99K+ 21.09% |
$122K - $138K
|
22.9K
$758K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40+ 0.57% |
$1.22K - $1.38K
|
7.06K
$234K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-412- 5.97% |
$12.5K - $14.2K
|
6.49K
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-32- 0.16% |
$975 - $1.1K
|
19.6K
$649K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.06% |
$213 - $241
|
11.2K
$372K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
4.54K+ 19.6% |
$138K - $157K
|
27.7K
$918K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 53.85% |
$853 - $966
|
80
$2.65K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.23K+ 20.75% |
$68K - $77K
|
13K
$430K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.86K+ 20.7% |
$75.2K - $89K
|
16.7K
$552K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
800+ 11.32% |
$21K - $24.9K
|
7.87K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
689New |
$18.1K - $21.4K
|
689
$22.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 15.18% |
$447 - $529
|
95
$3.14K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.09% |
$293 - $334
|
11.2K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
600New |
$17.6K - $20.1K
|
600
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$29.3 - $33.4
|
1
$33.1
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
310New |
$9.08K - $10.4K
|
310
$10.3K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.54K- 31.89% |
$104K - $118K
|
7.56K
$250K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.2K- 67.53% |
$512K - $589K
|
7.81K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$1.73K - $1.99K
|
55
$1.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
90New |
$2.84K - $3.26K
|
90
$2.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.58M - $1.81M
|
50K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$333K - $384K
|
10.6K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.3K+ 12.25% |
$1.08M - $1.24M
|
315K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
705New |
$22.2K - $25.6K
|
705
$23.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$28.6K - $33.7K
|
1K
$33.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 50.0% |
$1.43K - $1.69K
|
50
$1.65K
|
|