Purchases and Sales Made in Q3 2025 in Ishares Tr Us Small Cap Value (SVAL)
This table provides information about the institutional ownership of Ishares Tr Us Small Cap Value (SVAL) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR US SMALL CAP VALUE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
319KNew |
$9.71M - $11M
|
319K
$10.6M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.71K+ 46.2% |
$235K - $266K
|
24.4K
$807K
|
|
|
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 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 2.22% |
$60.9 - $69
|
92
$3.04K
|
|
|
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
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.4% |
$30.5 - $34.5
|
254
$8.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-32- 0.16% |
$975 - $1.1K
|
19.6K
$649K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58- 0.16% |
$1.77K - $2K
|
35.8K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166- 1.4% |
$5.06K - $5.73K
|
11.7K
$387K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-412- 5.97% |
$12.5K - $14.2K
|
6.49K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-665- 14.47% |
$20.3K - $22.9K
|
3.93K
$130K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.12K- 31.19% |
$64.4K - $72.9K
|
4.67K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.6K- 34.03% |
$384K - $435K
|
24.4K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-24.4K- 73.27% |
$743K - $842K
|
8.9K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.9K- 53.75% |
$2.5M - $2.83M
|
70.5K
$2.33M
|
|