Waverly Advisors, LLC
Position in SVAL — iShares US Small Cap Value Factor ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in SVAL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 SVAL | $458,718 | 14,981 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SVAL | $461,429 | 14,981 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SVAL | $395,638 | 14,988 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 SVAL | $400,029 | 14,988 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 SVAL | $420,517 | 15,803 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 SVAL | $13,617,604 | 483,975 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 SVAL | $12,454,647 | 485,183 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||