New Edge Advisors, LLC Ishares Tr Us Small Cap Value Transaction History

New Edge Advisors, LLC

$20.5 Billion
Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, New Edge Advisors, LLC holds 53 shares of SVAL stock, worth $1,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,753

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$30.46 - $34.49 $1,614 - $1,827	53 New	53 $1,000

Others Institutions Holding SVAL

# of Institutions

Shares Held

3.92M

Call Options Held

Put Options Held

Money Concepts Capital Corp

2.3M
Shares

$76.1 Million
5.15% of portfolio
Bt Wealth Management LLC

484K
Shares

$16 Million
3.63% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

315K
Shares

$10.4 Million
0.07% of portfolio
Truist Financial Corp

171K
Shares

$5.67 Million
0.01% of portfolio
Tocqueville Asset Management L.P. New York, NY

134K
Shares

$4.44 Million
0.07% of portfolio

View Full List

About ISHARES TR US SMALL CAP VALUE

Ticker SVAL
Sector ETFs
Industry ETFs

More about SVAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account