Free Trial
→ 24/7 Automated Profits in Crypto (From Crypto Swap Profits) (Ad) Buy SVAL with Qtrade  Free SVAL Stock Alerts

iShares US Small Cap Value Factor ETF (SVAL) Institutional Ownership

iShares US Small Cap Value Factor ETF logo
$34.70 -0.21 (-0.60%)
(As of 11/15/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares US Small Cap Value Factor ETF (BATS:SVAL)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$41.61M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.39M
Get SVAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares US Small Cap Value Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SVAL Institutional Buying and Selling by Quarter

iShares US Small Cap Value Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Jane Street Group LLC24,051$774K0.0%N/A0.982%
10/28/2024 US Bancorp DE1,657$53K0.0%+78.9%0.068%
10/23/2024 Global Assets Advisory LLC19,560$620K0.3%N/A0.798%
10/17/2024Well Done LLC24,954$804K0.1%-4.4%1.019%
9/5/2024Sanctuary Advisors LLC258,015$7.54M0.1%N/A10.531%
8/21/2024 Truist Financial Corp91,258$2.67M0.0%-5.0%3.725%
7/30/2024 International Assets Investment Management LLC5,470$160K0.0%N/A0.223%
7/19/2024Well Done LLC26,091$762K0.2%-20.6%1.065%
7/16/2024 EWG Elevate Inc.39,650$1.16M0.4%+7.8%1.618%
7/9/2024 Lynx Investment Advisory3,182$93K0.1%N/A0.130%
4/12/2024 Global Assets Advisory LLC577,843$19.07M0.1%+2,243.6%18.640%
4/10/2024 EWG Elevate Inc.36,798$1.13M0.4%+11.3%1.187%
2/23/2024 Chicago Partners Investment Group LLC6,846$204K0.0%N/A0.221%
2/16/2024 Global Assets Advisory LLC24,656$761K1.0%-18.4%0.795%
2/13/2024 Tower Research Capital LLC TRC3,047$94K0.0%-90.6%0.098%
2/2/2024 Truist Financial Corp87,895$2.71M0.0%-1.9%2.835%
1/29/2024 Wealth Effects LLC9,350$288K0.1%N/A0.302%
1/25/2024 International Assets Investment Management LLC170,501$5.54M0.0%N/A5.500%
1/25/2024 Global Assets Advisory LLC24,656$759K1.0%-18.4%0.795%
1/24/2024 International Assets Investment Management LLC170,501$5.54M0.0%N/A5.500%
1/19/2024 Synergy Asset Management LLC138,275$4.26M0.8%N/A4.460%
1/18/2024Well Done LLC258,353$7.96M1.6%-7.8%8.334%
1/16/2024Raymond James & Associates51,784$1.60M0.0%-1.8%1.670%
1/9/2024 EWG Elevate Inc.33,074$1.02M0.4%-1.1%1.067%
11/14/2023 Tower Research Capital LLC TRC32,441$856K0.0%+78.0%1.046%
10/24/2023Raymond James & Associates52,742$1.39M0.0%-4.9%1.701%
10/23/2023Commonwealth Equity Services LLC14,279$377K0.0%-3.0%0.461%
10/16/2023Well Done LLC280,161$7.40M1.6%-11.1%9.037%
10/10/2023 EWG Elevate Inc.33,445$883K0.4%+19.7%1.079%
10/4/2023 Global Assets Advisory LLC30,203$797K0.7%-15.8%0.974%
8/1/2023 Truist Financial Corp81,592$2.18M0.0%+5.0%2.632%
7/31/2023 LPL Financial LLC83,399$2.23M0.0%-3.7%2.690%
7/25/2023Raymond James Financial Services Advisors Inc.8,443$225K0.0%-79.0%0.264%
7/25/2023Raymond James & Associates55,441$1.48M0.0%+0.8%1.733%
7/21/2023 Global Assets Advisory LLC35,875$958K0.9%-43.1%1.121%
7/20/2023Well Done LLC315,269$8.42M1.8%-4.4%9.852%
7/12/2023 EWG Elevate Inc.27,940$746K0.3%+32.8%0.873%
5/9/2023 Tower Research Capital LLC TRC11,274$300K0.0%-18.8%0.313%
5/5/2023 Truist Financial Corp77,740$2.07M0.0%+30.7%2.159%
5/3/2023 Integrated Wealth Concepts LLC16,800$447K0.0%+11.9%0.467%
When it comes to NVDA… “acceleration cycles” are the key (Ad)

Expert options trader Graham Lindman has been working on a new way to tap into Nvidia’s options… By simply isolating outsized “acceleration cycles” within Nvidia stock (most investors don’t even know it exists)... And thanks to many months and late nights working out the kinks of the systems… They have finally found a way to target these cycles on Nvidia over and over again.

Use this link to see Nvidia Unchained right away!
4/28/2023 Ameritas Advisory Services LLC5,333$142K0.0%-25.6%0.148%
4/21/2023 Global Assets Advisory LLC63,029$1.63M1.7%-2.7%1.751%
4/20/2023Well Done LLC329,796$8.78M1.9%+3.7%9.161%
4/14/2023Raymond James Financial Services Advisors Inc.40,198$1.07M0.0%-1.4%0.903%
4/14/2023Raymond James & Associates55,010$1.46M0.0%+5.2%1.236%
4/13/2023 EWG Elevate Inc.21,045$560K0.2%+36.1%0.473%
2/13/2023 Integrated Wealth Concepts LLC15,018$423K0.0%N/A0.000%
2/10/2023 Ameritas Advisory Services LLC7,165$202K0.0%N/A0.000%
2/9/2023 Chicago Partners Investment Group LLC6,678$205K0.0%-5.8%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.40,778$1.15M0.0%+19.6%0.000%
2/8/2023 Manchester Financial Inc.177,555$5.00M1.4%-0.8%0.000%
2/7/2023Commonwealth Equity Services LLC23,579$663K0.0%+39.7%0.000%
2/7/2023 LPL Financial LLC88,828$2.50M0.0%-17.3%0.000%
2/7/2023 Envestnet Asset Management Inc.24,979$703K0.0%+13.7%0.000%
1/31/2023Westside Investment Management Inc.1,125$31K0.0%N/A0.000%
1/31/2023 Global Assets Advisory LLC64,772$1.82M1.9%-0.8%0.000%
1/27/2023 Destiny Wealth Partners LLC1,286$36K0.0%-84.3%0.000%
1/18/2023Well Done LLC317,947$8.95M1.9%+1.2%0.000%
1/11/2023 EWG Elevate Inc.15,468$435K0.2%+4.2%0.000%
11/15/2022 WA Asset Management LLC485,183$12.46M0.9%N/A0.000%
11/10/2022 Tower Research Capital LLC TRC31,723$814K0.0%-9.9%0.000%
11/3/2022 Avidian Wealth Solutions LLC10,035$258K0.0%+23.5%0.000%
10/26/2022 WBI Investments Inc.19,784$488K0.1%-3.5%0.000%
10/26/2022 Truist Financial Corp64,916$1.67M0.0%-6.2%0.000%
10/25/2022Raymond James & Associates52,448$1.35M0.0%+2.2%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.34,102$875K0.0%-9.3%0.000%
10/14/2022Well Done LLC314,278$8.07M2.0%+2.0%0.000%
9/16/2022 Private Trust Co. NA5,000$134K0.0%N/A0.000%
8/5/2022 OLD Mission Capital LLC41,970$1.12M0.0%+98.3%0.000%
8/4/2022 Chicago Partners Investment Group LLC7,018$206K0.0%N/A0.000%
8/3/2022 Envestnet Asset Management Inc.29,360$784K0.0%+21.6%0.000%
8/2/2022 Requisite Capital Management LLC790,341$21.11M7.0%-13.1%0.000%
8/1/2022 Parallel Advisors LLC2,199$59K0.0%N/A0.000%
7/29/2022 Avidian Wealth Solutions LLC8,125$217K0.0%-51.8%0.000%
7/28/2022 Manchester Financial Inc.168,020$4.49M1.7%-2.8%0.000%
7/26/2022BT Wealth Management LLC483,601$12.92M3.6%-4.1%0.000%
7/25/2022 WBI Investments Inc.20,506$528K0.1%N/A0.000%
7/22/2022 Truist Financial Corp69,197$1.85M0.0%+23.1%0.000%
7/19/2022Commonwealth Equity Services LLC118,201$3.16M0.0%+15.9%0.000%
7/18/2022Well Done LLC308,176$8.23M1.8%+6.7%0.000%
7/15/2022 Destiny Wealth Partners LLC8,189$219K0.0%+40.2%0.000%
7/15/2022BT Wealth Management LLC483,818$13.02M3.6%-4.0%0.000%
6/3/2022Rehmann Capital Advisory Group11,001$338K0.0%+4.4%0.000%
5/10/2022 Bank of Marin7,054$217K0.2%-37.4%0.000%
5/10/2022 Capital Planning Advisors LLC322,728$9.91M2.1%-43.1%0.000%
5/4/2022 Advisor Group Holdings Inc.17,972$551K0.0%+9.8%0.000%
5/4/2022 Manchester Financial Inc.172,816$5.31M1.9%+4.2%0.000%
5/4/2022Commonwealth Equity Services LLC101,984$3.13M0.0%+779.8%0.000%
5/4/2022 Envestnet Asset Management Inc.24,138$741K0.0%N/A0.000%
5/2/2022 JFS Wealth Advisors LLC952$29K0.0%N/A0.000%
When it comes to NVDA… “acceleration cycles” are the key (Ad)

Expert options trader Graham Lindman has been working on a new way to tap into Nvidia’s options… By simply isolating outsized “acceleration cycles” within Nvidia stock (most investors don’t even know it exists)... And thanks to many months and late nights working out the kinks of the systems… They have finally found a way to target these cycles on Nvidia over and over again.

Use this link to see Nvidia Unchained right away!
4/29/2022 BKA Wealth Consulting Inc.66,720$2.05M3.1%N/A0.000%
4/22/2022 Truist Financial Corp56,209$1.73M0.0%+260.6%0.000%
4/21/2022BT Wealth Management LLC504,162$15.48M4.0%+11.5%0.000%
4/21/2022 Destiny Wealth Partners LLC5,840$179K0.0%N/A0.000%
4/20/2022Well Done LLC288,899$8.87M1.8%N/A0.000%
4/12/2022 EWG Elevate Inc.14,846$456K0.2%N/A0.000%
2/15/2022 Capital Planning Advisors LLC567,590$18.15M3.5%-2.5%0.000%
2/10/2022 OLD Mission Capital LLC38,442$1.23M0.1%N/A0.000%
2/9/2022 Requisite Capital Management LLC944,926$30.22M9.4%-2.8%0.000%
2/8/2022Raymond James & Associates56,377$1.80M0.0%+32.3%0.000%
(Data available from 1/1/2016 forward)

SVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SVAL shares?

During the previous two years, 23 institutional investors and hedge funds held shares of iShares US Small Cap Value Factor ETF. The most heavily invested institutionals were Sanctuary Advisors LLC ($7.54M), Manchester Financial Inc. ($5.00M), Synergy Asset Management LLC ($4.26M), Truist Financial Corp ($2.67M), LPL Financial LLC ($2.23M), Raymond James & Associates ($1.60M), and EWG Elevate Inc. ($1.16M).Learn more on SVAL's institutional investors.

Which institutional investors have been buying iShares US Small Cap Value Factor ETF stock?

Of the 20 institutional investors that purchased iShares US Small Cap Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Global Assets Advisory LLC ($572.75K), International Assets Investment Management LLC ($346.47K), Sanctuary Advisors LLC ($258.02K), Synergy Asset Management LLC ($138.28K), EWG Elevate Inc. ($25.18K), Jane Street Group LLC ($24.05K), and Truist Financial Corp ($22.13K).

How much institutional buying is happening at iShares US Small Cap Value Factor ETF?

Institutional investors have bought a total of 1,481,321 shares in the last 24 months. This purchase volume represents approximately $44.74M in transactions.

Which iShares US Small Cap Value Factor ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold iShares US Small Cap Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Well Done LLC ($79.34K), Global Assets Advisory LLC ($46.20K), Raymond James Financial Services Advisors Inc. ($32.34K), Tower Research Capital LLC TRC ($32.00K), LPL Financial LLC ($21.83K), Destiny Wealth Partners LLC ($6.90K), and Truist Financial Corp ($6.50K).

How much institutional selling is happening at iShares US Small Cap Value Factor ETF?

Institutional investors have sold a total of 233,259 shares in the last 24 months. This volume of shares sold represents approximately $6.56M in transactions.


Related Companies

This page (BATS:SVAL) was last updated on 11/18/2024 by MarketBeat.com Staff
From Our Partners
JD Vance Predicts: Wall Street vs. Trump & Your Money
Trump's back in the White House, but Wall Street is pissed. Here's the deal: Wall Street's about to purpose...
Priority Gold | Sponsored
5 Stocks that could triple in a week
Robinhood traders have piled $78 billion into this market... Driving tiny tech stock gains of 3,000%, 8,942...
Traders Agency | Sponsored
FREE investing Class TOMORROW + 2 FREE Bonuses
Over the last 37 years on Wall Street, I've developed a unique investing strategy that allows me to find stock...
Unstoppable Prosperity | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...
Colonial Metals | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Crypto’s next big bull run?
Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...
Weiss Ratings | Sponsored
Elon knows the truth, which is why they want him silenced
Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to h...
Porter & Company | Sponsored