Prepared Retirement Institute LLC Ishares Tr Us Small Cap Value Transaction History

Prepared Retirement Institute LLC

$199 Billion
Q4 2025

A detailed history of Prepared Retirement Institute LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 36,225 shares of SVAL stock, worth $1.2 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

36,225

Previous 27,732 30.63%

Holding current value

$1.2 Million

Previous $929 Million 33.82%

% of portfolio

0.63%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$32.09 - $33.94 $272,540 - $288,252	8,493 Added 30.63%	36,225 $1.24 Billion
Q3 2025 Oct 21, 2025	BUY	$30.46 - $34.49 $138,410 - $156,722	4,544 Added 19.6%	27,732 $929 Million
Q2 2025 Jul 17, 2025	BUY	$26.29 - $31.11 $29,970 - $35,465	1,140 Added 5.17%	23,188 $720 Million
Q1 2025 May 01, 2025	SELL	$29.28 - $33.43 $55,368 - $63,216	-1,891 Reduced 7.9%	22,048 $662 Million
Q4 2024 Feb 13, 2025	BUY	$31.5 - $36.25 $151,609 - $174,471	4,813 Added 25.16%	23,939 $778 Million

Q3 2024 Feb 13, 2025	BUY	$28.64 - $33.7 $224,594 - $264,275	7,842 Added 69.5%	19,126 $616 Million
Q2 2024 Feb 13, 2025	BUY	$27.99 - $30.36 $315,839 - $342,582	11,284 New	11,284 $329 Million

Others Institutions Holding SVAL

# of Institutions

Shares Held

3.62M

Call Options Held

Put Options Held

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About ISHARES TR US SMALL CAP VALUE

Ticker SVAL
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Prepared Retirement Institute LLC Ishares Tr Us Small Cap Value Transaction History