Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.5K+ 488.2% |
$539K - $614K
|
27.1K
$881K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.95K+ 61.64% |
$167K - $190K
|
18.2K
$593K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
6.9K+ 32.76% |
$166K - $189K
|
27.9K
$909K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.85K+ 4.95% |
$92.5K - $105K
|
81.6K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.93K+ 105.87% |
$46.3K - $52.7K
|
3.75K
$122K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.39K+ 3.89% |
$33.4K - $38K
|
37.1K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
863+ 9.69% |
$20.7K - $23.6K
|
9.77K
$318K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
431+ 0.78% |
$10.3K - $11.8K
|
55.4K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
386+ 2.3% |
$9.27K - $10.6K
|
17.2K
$559K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
85+ 0.92% |
$2.04K - $2.32K
|
9.33K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.19% |
$360 - $410
|
7.78K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.04% |
$144 - $164
|
14.7K
$479K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.91% |
$24 - $27.3
|
111
$3.61K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-257Closed |
$6.17K - $7.03K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-815- 5.16% |
$19.6K - $22.3K
|
15K
$488K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.24K- 3.74% |
$77.8K - $88.6K
|
83.4K
$2.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-14.5K- 4.4% |
$349K - $397K
|
315K
$10.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-27.2K- 43.08% |
$652K - $742K
|
35.9K
$1.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.8K- 79.0% |
$762K - $868K
|
8.44K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-366K- 88.99% |
$8.78M - $10M
|
45.2K
$1.47M
|