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 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
70.4K+ 69.79% |
$1.85M - $2.19M
|
171K
$5.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.97K+ 22.46% |
$51.9K - $61.4K
|
10.8K
$342K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.14K+ 5.17% |
$30K - $35.5K
|
23.2K
$737K
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
54.2K+ 2.53% |
$1.59M - $1.81M
|
2.19M
$69.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
31.6K+ 154.85% |
$927K - $1.06M
|
52.1K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.4K+ 11.66% |
$363K - $414K
|
119K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 15.07% |
$95.1K - $109K
|
24.8K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.25K+ 19.43% |
$65.8K - $75.2K
|
13.8K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62K+ 6.6% |
$47.4K - $54.1K
|
26.1K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
633+ 6.36% |
$18.5K - $21.2K
|
10.6K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
600New |
$17.6K - $20.1K
|
600
$19.1K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
493+ 4.01% |
$14.4K - $16.5K
|
12.8K
$407K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
310New |
$9.08K - $10.4K
|
310
$9.86K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.09% |
$293 - $334
|
11.2K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.04% |
$87.8 - $100
|
6.99K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 3.66% |
$87.8 - $100
|
85
$2.7K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$29.3 - $33.4
|
1
$31.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
76.2KNew |
$2.4M - $2.76M
|
76.2K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.58M - $1.81M
|
50K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.3K+ 12.25% |
$1.08M - $1.24M
|
315K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$333K - $384K
|
10.6K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1KNew |
$320K - $368K
|
10.1K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.76KNew |
$213K - $245K
|
6.76K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
705New |
$22.2K - $25.6K
|
705
$22.4K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
502+ 7.97% |
$15.8K - $18.2K
|
6.8K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
429New |
$13.5K - $15.6K
|
429
$13.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
258+ 15.57% |
$8.13K - $9.35K
|
1.92K
$60.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
90New |
$2.84K - $3.26K
|
90
$2.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$1.73K - $1.99K
|
55
$1.75K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$28.6K - $33.7K
|
1K
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
816New |
$23.4K - $27.5K
|
816
$25.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.04% |
$85.9 - $101
|
7.1K
$226K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.47KNew |
$153K - $166K
|
5.47K
$174K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.18KNew |
$89.1K - $96.6K
|
3.18K
$101K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.85K+ 7.75% |
$79.8K - $86.6K
|
39.7K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300New |
$8.4K - $9.11K
|
300
$9.54K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.9% |
$28 - $30.4
|
112
$3.56K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
138KNew |
$3.46M - $4.34M
|
138K
$4.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
9.35KNew |
$234K - $294K
|
9.35K
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 24.25% |
$62.8K - $78.8K
|
12.9K
$409K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.2KNew |
$56.7K - $67.9K
|
2.2K
$69.9K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 18.65% |
$50.5K - $60.5K
|
12.5K
$397K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
500New |
$12.9K - $15.4K
|
500
$15.9K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
175+ 15.56% |
$4.51K - $5.4K
|
1.3K
$41.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$3.87K - $4.63K
|
150
$4.77K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
183KNew |
$4.82M - $5.54M
|
183K
$5.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
15.2KNew |
$400K - $460K
|
15.2K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.03KNew |
$53.3K - $61.2K
|
2.03K
$64.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164New |
$4.31K - $4.95K
|
164
$5.22K
|
|