Global Retirement Partners, LLC Ishares Tr Us Small Cap Value Transaction History
Global Retirement Partners, LLC
- $4.24 Billion
- Q3 2025
A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Global Retirement Partners, LLC holds 80 shares of SVAL stock, worth $2,647. This represents 0.0% of its overall portfolio holdings.
Number of Shares
80
Previous 52
53.85%
Holding current value
$2,647
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
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