Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
485KNew |
$12.5M - $14.9M
|
485K
$16.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
65.3KNew |
$1.68M - $2.01M
|
65.3K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.9KNew |
$715K - $857K
|
27.9K
$936K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5K+ 2.78% |
$296K - $355K
|
426K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
11K+ 6.53% |
$282K - $337K
|
179K
$6.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.79KNew |
$251K - $301K
|
9.79K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.12KNew |
$234K - $280K
|
9.12K
$306K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
6.1K+ 1.98% |
$157K - $188K
|
314K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.99K+ 5.9% |
$154K - $184K
|
107K
$3.61M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.91K+ 23.51% |
$49K - $58.7K
|
10K
$337K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.14K+ 2.22% |
$29.3K - $35.1K
|
52.4K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
989+ 5.84% |
$25.4K - $30.4K
|
17.9K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
300New |
$7.7K - $9.23K
|
300
$10.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
72+ 1.03% |
$1.85K - $2.21K
|
7.09K
$238K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.92% |
$25.7 - $30.8
|
110
$3.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$25.7 - $30.8
|
1
$33.6
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70- 3.06% |
$1.8K - $2.15K
|
2.22K
$74.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-108- 1.19% |
$2.77K - $3.32K
|
8.95K
$301K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-722- 3.52% |
$18.5K - $22.2K
|
19.8K
$665K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.49K- 9.29% |
$89.6K - $107K
|
34.1K
$1.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.5K- 9.93% |
$89.7K - $108K
|
31.7K
$1.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.28K- 6.19% |
$110K - $132K
|
64.9K
$2.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.39K- 25.17% |
$190K - $227K
|
22K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.5K- 39.37% |
$680K - $815K
|
40.8K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 85.72% |
$2.6M - $3.12M
|
16.9K
$567K
|