Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

SVALSVAL
23 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 893 shares of SVAL (ISHARES TR), worth $37,317 as of 2026-Q2. The position was decreased (-27.0% shares).

Current Value

$37,317

Current Shares

893

Total Value Change

+$17,317

Total Shares Change

+68

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
893
-27.0%
$37,3170.0%$41.79
0
2026-Q1
Unchanged
1,223
0.0%
$43,9530.0%$37.37
0
2025-Q4
Decreased
1,223
-68.9%
$41,9840.0%$34.67
0
2025-Q3
Decreased
3,930
-14.5%
$133,6970.0%$33.06
0
2025-Q2
Decreased
4,595
-27.0%
$142,6720.0%$30.57
0
2025-Q1
Decreased
6,295
-7.4%
$188,9100.0%$29.29
0
2024-Q4
Increased
6,797
+33.1%
$220,7620.0%$31.58
29
2024-Q3
Increased
5,107
+17.4%
$164,4330.0%$31.13
26
2024-Q2
Decreased
4,350
-13.9%
$127,0180.0%$28.32
0
2024-Q1
Decreased
5,050
-46.5%
$154,6280.0%$29.48
0
2023-Q4
Decreased
9,442
-28.9%
$290,8170.0%$29.50
0
2023-Q3
Increased
13,289
+36.0%
$350,7960.0%$25.12
31
2023-Q2
Increased
9,771
+9.7%
$260,7970.0%$25.33
25
2023-Q1
Decreased
8,908
-29.9%
$237,0330.0%$24.64
0
2022-Q4
Decreased
12,705
-29.1%
$357,0000.0%$26.27
0
2022-Q3
Increased
17,920
+5.8%
$461,0000.0%$24.04
25
2022-Q2
Decreased
16,931
-5.8%
$452,0000.0%$24.78
0
2022-Q1
Increased
17,972
+9.8%
$551,0000.0%$28.54
27
2021-Q4
Increased
16,368
+2.9%
$523,0000.0%$29.20
25
2021-Q3
Increased
15,910
+54.1%
$477,0000.0%$27.63
34
2021-Q2
Increased
10,324
+581.9%
$317,0000.0%$27.56
38
2021-Q1
Increased
1,514
+83.5%
$46,0000.0%$27.36
31
2020-Q4
New
825
-
$20,0000.0%$21.91
26

Other major holders of SVAL: Waverly Advisors, LLC, Sanctuary Advisors, LLC

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