Purchases and Sales Made in Q1 2025 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 2025. 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 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
54.2K+ 2.53% |
$1.59M - $1.81M
|
2.19M
$65.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
31.6K+ 154.85% |
$927K - $1.06M
|
52.1K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.4K+ 11.66% |
$363K - $414K
|
119K
$3.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
8.79KNew |
$257K - $294K
|
8.79K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 15.07% |
$95.1K - $109K
|
24.8K
$739K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.98K+ 3.05% |
$87.3K - $99.7K
|
101K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.25K+ 19.43% |
$65.8K - $75.2K
|
13.8K
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62K+ 6.6% |
$47.4K - $54.1K
|
26.1K
$779K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 23.26% |
$34.8K - $39.7K
|
6.3K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
633+ 6.36% |
$18.5K - $21.2K
|
10.6K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
600New |
$17.6K - $20.1K
|
600
$17.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
493+ 4.01% |
$14.4K - $16.5K
|
12.8K
$381K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
310New |
$9.08K - $10.4K
|
310
$9.23K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
251+ 100.0% |
$7.35K - $8.39K
|
502
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.09% |
$293 - $334
|
11.2K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.04% |
$87.8 - $100
|
6.99K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 3.66% |
$87.8 - $100
|
85
$2.53K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$29.3 - $33.4
|
1
$29.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-74- 0.58% |
$2.17K - $2.47K
|
12.7K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-251- 50.0% |
$7.35K - $8.39K
|
251
$7.47K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-328- 2.88% |
$9.6K - $11K
|
11.1K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-510- 1.54% |
$14.9K - $17K
|
32.6K
$972K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.2K- 4.81% |
$35.2K - $40.1K
|
23.8K
$707K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.89K- 7.9% |
$55.4K - $63.2K
|
22K
$657K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.54K- 31.89% |
$104K - $118K
|
7.56K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.78K- 47.05% |
$199K - $227K
|
7.63K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.1K- 25.97% |
$325K - $371K
|
31.6K
$942K
|