Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
183KNew |
$4.82M - $5.54M
|
183K
$5.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.4K+ 420.94% |
$1.01M - $1.16M
|
47.5K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
15.2KNew |
$400K - $460K
|
15.2K
$496K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15KNew |
$395K - $454K
|
15K
$489K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$276K - $317K
|
10.5K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.17KNew |
$188K - $216K
|
7.17K
$233K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.7K+ 39.65% |
$176K - $202K
|
23.6K
$767K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.68K+ 19.58% |
$175K - $202K
|
40.8K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
3.67K+ 1.17% |
$96.4K - $111K
|
318K
$10.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.01K+ 13.69% |
$79.1K - $90.8K
|
25K
$813K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.03KNew |
$53.3K - $61.2K
|
2.03K
$66K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.13KNew |
$29.6K - $34K
|
1.13K
$36.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
622+ 4.19% |
$16.3K - $18.8K
|
15.5K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164New |
$4.31K - $4.95K
|
164
$5.34K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$26.3 - $30.2
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-152- 0.29% |
$3.99K - $4.59K
|
52.3K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-412- 5.81% |
$10.8K - $12.4K
|
6.68K
$217K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-423- 4.73% |
$11.1K - $12.8K
|
8.53K
$278K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-536- 0.82% |
$14.1K - $16.2K
|
64.8K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-544- 5.56% |
$14.3K - $16.4K
|
9.24K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-843- 4.26% |
$22.2K - $25.5K
|
18.9K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.21K- 0.25% |
$31.7K - $36.5K
|
484K
$15.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-1.43K- 0.8% |
$37.7K - $43.3K
|
178K
$5.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.22K- 29.1% |
$137K - $157K
|
12.7K
$414K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.45K- 8.4% |
$143K - $165K
|
59.5K
$1.94M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.9K- 84.3% |
$181K - $208K
|
1.29K
$41.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.56K- 27.13% |
$199K - $228K
|
20.3K
$661K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.8K- 56.25% |
$469K - $539K
|
13.9K
$452K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.6K- 17.3% |
$488K - $561K
|
88.8K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.1K- 5.67% |
$635K - $729K
|
402K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.6K- 89.7% |
$962K - $1.11M
|
4.2K
$137K
|