Ae Wealth Management LLC Ishares Tr Us Small Cap Value Transaction History

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Ae Wealth Management LLC holds 47 shares of SVAL stock, worth $1,555. This represents 0.0% of its overall portfolio holdings.

Number of Shares
47
Previous 92 48.91%
Holding current value
$1,555
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$32.09 - $33.94 $1,444 - $1,527
-45 Reduced 48.91%
47 $1,000
Q3 2025

Nov 03, 2025
BUY
$30.46 - $34.49 $60 - $68
2 Added 2.22%
92 $3,000
Q2 2025

Aug 06, 2025
BUY
$26.29 - $31.11 $131 - $155
5 Added 5.88%
90 $2,000
Q1 2025

May 06, 2025
BUY
$29.28 - $33.43 $87 - $100
3 Added 3.66%
85 $2,000
Q4 2024

Feb 13, 2025
BUY
$31.5 - $36.25 $2,583 - $2,972
82 New
82 $2,000

Others Institutions Holding SVAL

# of Institutions
44
Shares Held
3.62M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR US SMALL CAP VALUE

SVAL Quotes by TradingView
  • Ticker SVAL
  • Sector ETFs
  • Industry ETFs
More about SVAL
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email