Purchases and Sales Made in Q1 2022 in Ishares Tr Us Small Cap Value (SVAL)
This table provides information about the institutional ownership of Ishares Tr Us Small Cap Value (SVAL) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR US SMALL CAP VALUE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
289KNew |
$8.67M - $9.49M
|
289K
$9.7M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
241K+ 959.02% |
$7.23M - $7.91M
|
266K
$8.93M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.4K+ 779.78% |
$2.71M - $2.97M
|
102K
$3.43M
|
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
66.7KNew |
$2M - $2.19M
|
66.7K
$2.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
52.2K+ 11.55% |
$1.57M - $1.72M
|
504K
$16.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
40.6K+ 260.64% |
$1.22M - $1.33M
|
56.2K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
38.4KNew |
$1.15M - $1.26M
|
38.4K
$1.29M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.5KNew |
$1M - $1.1M
|
33.5K
$1.12M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.1KNew |
$725K - $793K
|
24.1K
$811K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.9KNew |
$688K - $753K
|
22.9K
$770K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.6K+ 117.94% |
$588K - $643K
|
36.2K
$1.22M
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
14.8KNew |
$446K - $488K
|
14.8K
$499K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.4K+ 102.19% |
$431K - $472K
|
28.4K
$955K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$302K - $331K
|
10.1K
$338K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.06KNew |
$272K - $298K
|
9.06K
$304K
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
6.96K+ 4.2% |
$209K - $229K
|
173K
$5.8M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.65K+ 53.18% |
$199K - $218K
|
19.1K
$643K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.05K+ 10.73% |
$182K - $199K
|
62.4K
$2.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.84KNew |
$175K - $192K
|
5.84K
$196K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.66K+ 3.4% |
$110K - $120K
|
111K
$3.74M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.06K+ 12.96% |
$61.9K - $67.8K
|
18K
$604K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.02K+ 748.15% |
$60.6K - $66.4K
|
2.29K
$76.9K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 22.89% |
$50.3K - $55.1K
|
9K
$302K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
982New |
$29.5K - $32.3K
|
982
$33K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
952New |
$28.6K - $31.3K
|
952
$32K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
293+ 0.79% |
$8.8K - $9.63K
|
37.5K
$1.26M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
165New |
$4.95K - $5.42K
|
165
$5.54K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
109New |
$3.27K - $3.58K
|
109
$3.66K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
83+ 0.49% |
$2.49K - $2.73K
|
16.9K
$566K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.16% |
$420 - $460
|
8.73K
$293K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150Closed |
$4.5K - $4.93K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-328Closed |
$9.85K - $10.8K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-500- 67.57% |
$15K - $16.4K
|
240
$8.06K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4.22K- 37.41% |
$127K - $139K
|
7.05K
$237K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.1KClosed |
$153K - $168K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-17.3K- 44.93% |
$519K - $568K
|
21.2K
$711K
|
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-35.5K- 3.75% |
$1.06M - $1.17M
|
909K
$30.5M
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-245K- 43.14% |
$7.35M - $8.05M
|
323K
$10.8M
|