Latest Institutional Purchases of Ishares Tr Us Small Cap Value (SVAL)
This list provides information on the latest institutional transactions involving Ishares Tr Us Small Cap Value (SVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.47KNew |
$153K - $166K
|
5.47K
$184K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.18KNew |
$89.1K - $96.6K
|
3.18K
$107K
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.85K+ 7.75% |
$79.8K - $86.6K
|
39.7K
$1.33M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
276+ 0.56% |
$7.73K - $8.38K
|
49.2K
$1.65M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
553K+ 2243.62% |
$15.8M - $17M
|
578K
$19.4M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
8.16K+ 9.29% |
$233K - $251K
|
96.1K
$3.22M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.88K+ 225.76% |
$196K - $212K
|
9.93K
$333K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.94K+ 54.27% |
$112K - $121K
|
11.2K
$376K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
853+ 11.86% |
$24.3K - $26.2K
|
8.04K
$270K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 0.54% |
$1.05K - $1.14K
|
6.88K
$231K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15+ 0.04% |
$428 - $461
|
42.2K
$1.42M
|
|
Q4 2023 | |||||||
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
138KNew |
$3.46M - $4.34M
|
138K
$4.64M
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
9.35KNew |
$234K - $294K
|
9.35K
$314K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 24.25% |
$62.8K - $78.8K
|
12.9K
$432K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
277New |
$6.93K - $8.7K
|
277
$9.3K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
254New |
$6.35K - $7.98K
|
254
$8.53K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2+ 0.02% |
$50 - $62.8
|
9.04K
$303K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$25 - $31.4
|
1
$33.6
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.19% |
$360 - $410
|
7.78K
$261K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.91% |
$24 - $27.3
|
111
$3.73K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.89KNew |
$203K - $244K
|
7.89K
$265K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.2KNew |
$56.7K - $67.9K
|
2.2K
$73.8K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 18.65% |
$50.5K - $60.5K
|
12.5K
$419K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
500New |
$12.9K - $15.4K
|
500
$16.8K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
235New |
$6.06K - $7.25K
|
235
$7.89K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
175+ 15.56% |
$4.51K - $5.4K
|
1.3K
$43.6K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$3.87K - $4.63K
|
150
$5.04K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
183KNew |
$5.09M - $5.54M
|
183K
$6.16M
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
15.2KNew |
$422K - $460K
|
15.2K
$511K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.03KNew |
$56.3K - $61.2K
|
2.03K
$68.1K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164New |
$4.55K - $4.95K
|
164
$5.51K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.91K+ 23.51% |
$50.4K - $58.7K
|
10K
$337K
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
300New |
$7.92K - $9.23K
|
300
$10.1K
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
20.8K+ 98.26% |
$549K - $640K
|
42K
$1.41M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5KNew |
$132K - $154K
|
5K
$168K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
328New |
$8.65K - $10.1K
|
328
$11K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
165New |
$4.35K - $5.08K
|
165
$5.54K
|
|
Q4 2021 | |||||||
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
100New |
$3K - $3.33K
|
100
$3.36K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
14.9KNew |
$362K - $482K
|
14.9K
$499K
|