Latest Institutional Purchases of Ishares Tr Us Small Cap Value (SVAL)
This list provides information on the latest institutional transactions involving Ishares Tr Us Small Cap Value (SVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
124K+ 1241.4% |
$3.78M - $4.28M
|
134K
$4.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
38.8K+ 1.72% |
$1.18M - $1.34M
|
2.3M
$76.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.6KNew |
$1.14M - $1.3M
|
37.6K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.55KNew |
$260K - $295K
|
8.55K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.93KNew |
$241K - $273K
|
7.93K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
4.54K+ 19.6% |
$138K - $157K
|
27.7K
$918K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.99K+ 21.09% |
$122K - $138K
|
22.9K
$758K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.15K+ 24.66% |
$95.8K - $108K
|
15.9K
$526K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 9.47% |
$85.7K - $97.1K
|
32.6K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.23K+ 20.75% |
$68K - $77K
|
13K
$430K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.15K+ 11.72% |
$65.6K - $74.3K
|
20.5K
$680K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.82KNew |
$55.4K - $62.8K
|
1.82K
$60.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
968+ 2.94% |
$29.5K - $33.4K
|
33.9K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
94+ 0.05% |
$2.86K - $3.24K
|
171K
$5.67M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53New |
$1.61K - $1.83K
|
53
$1.75K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40+ 0.57% |
$1.22K - $1.38K
|
7.06K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 53.85% |
$853 - $966
|
80
$2.65K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
27+ 1.54% |
$822 - $931
|
1.78K
$58.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.06% |
$213 - $241
|
11.2K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.46% |
$60.9 - $69
|
434
$14.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 2.22% |
$60.9 - $69
|
92
$3.04K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.4% |
$30.5 - $34.5
|
254
$8.4K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.86K+ 20.7% |
$75.2K - $89K
|
16.7K
$552K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
800+ 11.32% |
$21K - $24.9K
|
7.87K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
689New |
$18.1K - $21.4K
|
689
$22.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
600New |
$17.6K - $20.1K
|
600
$19.9K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
310New |
$9.08K - $10.4K
|
310
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.09% |
$293 - $334
|
11.2K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$29.3 - $33.4
|
1
$33.1
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.58M - $1.81M
|
50K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.3K+ 12.25% |
$1.08M - $1.24M
|
315K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$333K - $384K
|
10.6K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
705New |
$22.2K - $25.6K
|
705
$23.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
90New |
$2.84K - $3.26K
|
90
$2.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$1.73K - $1.99K
|
55
$1.82K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$28.6K - $33.7K
|
1K
$33.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
816New |
$23.4K - $27.5K
|
816
$27K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.04% |
$85.9 - $101
|
7.1K
$235K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.47KNew |
$153K - $166K
|
5.47K
$181K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.18KNew |
$89.1K - $96.6K
|
3.18K
$105K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.85K+ 7.75% |
$79.8K - $86.6K
|
39.7K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300New |
$8.4K - $9.11K
|
300
$9.93K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
138KNew |
$3.46M - $4.34M
|
138K
$4.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
9.35KNew |
$234K - $294K
|
9.35K
$309K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 24.25% |
$62.8K - $78.8K
|
12.9K
$426K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.2KNew |
$56.7K - $67.9K
|
2.2K
$72.8K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 18.65% |
$50.5K - $60.5K
|
12.5K
$413K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
500New |
$12.9K - $15.4K
|
500
$16.5K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
175+ 15.56% |
$4.51K - $5.4K
|
1.3K
$43K
|
|