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 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-843- 4.26% |
$22.2K - $25.5K
|
18.9K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164New |
$4.31K - $4.95K
|
164
$5.34K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-1.43K- 0.8% |
$37.7K - $43.3K
|
178K
$5.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.9K- 84.3% |
$181K - $208K
|
1.29K
$41.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
300New |
$7.7K - $9.23K
|
300
$9.77K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.91K+ 23.51% |
$49K - $58.7K
|
10K
$327K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5KNew |
$132K - $154K
|
5K
$163K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
165New |
$4.35K - $5.08K
|
165
$5.37K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-7.05KClosed |
$186K - $217K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.1KClosed |
$265K - $310K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-38.4KClosed |
$1.01M - $1.18M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.9KClosed |
$604K - $705K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
328New |
$8.65K - $10.1K
|
328
$10.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-323KClosed |
$8.51M - $9.93M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
20.8K+ 98.26% |
$549K - $640K
|
42K
$1.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.73KClosed |
$230K - $269K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-693- 72.79% |
$18.3K - $21.3K
|
259
$8.43K
|
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-119K- 13.1% |
$3.14M - $3.66M
|
790K
$25.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-217- 0.04% |
$5.72K - $6.67K
|
484K
$15.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-66.7KClosed |
$1.76M - $2.05M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-500- 67.57% |
$15K - $16.4K
|
240
$7.81K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.1KClosed |
$153K - $168K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
100New |
$3K - $3.33K
|
100
$3.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.6KClosed |
$826K - $919K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-300Closed |
$8.99K - $10K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28.8KClosed |
$815K - $893K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-906Closed |
$25.6K - $28.1K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-101Closed |
$2.86K - $3.13K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-750Closed |
$22.5K - $24.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.6KClosed |
$407K - $447K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
14.9KNew |
$362K - $482K
|
14.9K
$484K
|
|