Dynamic Financial Group Ishares Tr Us Small Cap Value Transaction History
Dynamic Financial Group
- $115 Billion
- Q3 2025
A detailed history of Dynamic Financial Group transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Dynamic Financial Group holds 6,490 shares of SVAL stock, worth $214,754. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,490
Previous 6,902
5.97%
Holding current value
$214,754
Previous $214 Million
1.46%
% of portfolio
0.19%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SVAL
# of Institutions
44Shares Held
3.92MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.3MShares$76.1 Million5.15% of portfolio
-
Bt Wealth Management LLC484KShares$16 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$10.4 Million0.07% of portfolio
-
Truist Financial Corp171KShares$5.67 Million0.01% of portfolio
-
Tocqueville Asset Management L.P. New York, NY134KShares$4.44 Million0.07% of portfolio