Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.8K- 70.8% |
$567K - $667K
|
8.17K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.1K- 99.95% |
$60.1K - $70.7K
|
1
$32.7
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.14K- 4.36% |
$32.6K - $38.3K
|
25K
$816K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.11K- 7.77% |
$31.7K - $37.3K
|
13.1K
$429K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-638- 2.21% |
$18.3K - $21.5K
|
28.3K
$925K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-576- 1.17% |
$16.5K - $19.4K
|
48.6K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-393- 5.27% |
$11.3K - $13.2K
|
7.07K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 50.0% |
$1.43K - $1.69K
|
50
$1.64K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.05% |
$175 - $220
|
15K
$490K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.83K- 25.57% |
$47.2K - $56.6K
|
5.33K
$174K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.9K- 84.3% |
$181K - $208K
|
1.29K
$42.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-1.43K- 0.8% |
$37.7K - $43.3K
|
178K
$5.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-843- 4.26% |
$22.2K - $25.5K
|
18.9K
$620K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-323KClosed |
$8.51M - $9.93M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-119K- 13.1% |
$3.14M - $3.66M
|
790K
$25.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-66.7KClosed |
$1.76M - $2.05M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-38.4KClosed |
$1.01M - $1.18M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.9KClosed |
$604K - $705K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.1KClosed |
$265K - $310K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.73KClosed |
$230K - $269K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-7.05KClosed |
$186K - $217K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-693- 72.79% |
$18.3K - $21.3K
|
259
$8.47K
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-217- 0.04% |
$5.72K - $6.67K
|
484K
$15.8M
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.1KClosed |
$153K - $168K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-500- 67.57% |
$15K - $16.4K
|
240
$7.85K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.6KClosed |
$826K - $919K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-300Closed |
$8.99K - $10K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28.8KClosed |
$815K - $893K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-906Closed |
$25.6K - $28.1K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-101Closed |
$2.86K - $3.13K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.6KClosed |
$407K - $447K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-750Closed |
$22.5K - $24.7K
|
0
$0
|
|