Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
18.3K+ 30.73% |
$471K - $564K
|
77.7K
$2.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
11.8K+ 3.73% |
$305K - $366K
|
330K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 42.89% |
$276K - $331K
|
35.7K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.14K+ 2.27% |
$236K - $282K
|
411K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.67K+ 42.71% |
$224K - $268K
|
29K
$973K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.89KNew |
$203K - $244K
|
7.89K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.89KNew |
$203K - $244K
|
7.89K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.77KNew |
$200K - $240K
|
7.77K
$261K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5.58K+ 36.06% |
$144K - $172K
|
21K
$707K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.71K+ 5.19% |
$70K - $83.8K
|
55K
$1.85M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.2KNew |
$56.7K - $67.9K
|
2.2K
$73.9K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 18.65% |
$50.5K - $60.5K
|
12.5K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.82KNew |
$47K - $56.2K
|
1.82K
$61.2K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 11.87% |
$45.9K - $55K
|
16.8K
$564K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
500New |
$12.9K - $15.4K
|
500
$16.8K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
400+ 9.52% |
$10.3K - $12.3K
|
4.6K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
270+ 12.16% |
$6.96K - $8.33K
|
2.49K
$83.6K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
257New |
$6.63K - $7.93K
|
257
$8.63K
|
|
|
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
$43.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$3.87K - $4.63K
|
150
$5.04K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-61- 0.72% |
$1.57K - $1.88K
|
8.47K
$284K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-580- 1.42% |
$15K - $17.9K
|
40.2K
$1.35M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.43K- 3.0% |
$36.7K - $44K
|
46.1K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.74K- 2.69% |
$44.9K - $53.8K
|
63K
$2.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.83K- 25.57% |
$47.2K - $56.6K
|
5.33K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.19K- 2.46% |
$56.4K - $67.5K
|
86.6K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.61K- 18.77% |
$67.2K - $80.4K
|
11.3K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.8K- 29.89% |
$97.9K - $117K
|
8.91K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.86K- 37.58% |
$228K - $274K
|
14.7K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-468K- 96.73% |
$12.1M - $14.5M
|
15.8K
$531K
|