Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7KNew |
$955K - $1.08M
|
36.7K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.2K+ 78.02% |
$370K - $418K
|
32.4K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.04KNew |
$235K - $265K
|
9.04K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8.01K+ 9.81% |
$208K - $235K
|
89.6K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.53K+ 24.13% |
$170K - $192K
|
33.6K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5.51K+ 19.7% |
$143K - $162K
|
33.4K
$1.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.12K+ 205.42% |
$133K - $150K
|
7.61K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.52K+ 36.0% |
$91.5K - $103K
|
13.3K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.89K+ 22.28% |
$49.1K - $55.4K
|
10.4K
$348K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4K+ 8.16% |
$36.5K - $41.2K
|
18.6K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
434+ 4.65% |
$11.3K - $12.7K
|
9.76K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
333+ 0.9% |
$8.66K - $9.78K
|
37.4K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
239+ 2.83% |
$6.22K - $7.02K
|
8.68K
$292K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-444- 3.02% |
$11.6K - $13K
|
14.3K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.09K- 2.5% |
$54.3K - $61.3K
|
81.3K
$2.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.7K- 4.87% |
$70.2K - $79.3K
|
52.7K
$1.77M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-5.67K- 15.81% |
$148K - $167K
|
30.2K
$1.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-35.1K- 11.14% |
$914K - $1.03M
|
280K
$9.41M
|