Purchases and Sales Made in Q4 2023 in Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP VALUE WIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
626+ 4.17% |
$28.2K - $34.6K
|
15.7K
$863K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
614New |
$27.7K - $33.9K
|
614
$33.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
537+ 0.37% |
$24.2K - $29.6K
|
144K
$7.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
519+ 4.03% |
$23.4K - $28.7K
|
13.4K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
496+ 4.3% |
$22.4K - $27.4K
|
12K
$662K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
433+ 1.16% |
$19.5K - $23.9K
|
37.9K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
430New |
$19.4K - $23.7K
|
430
$23.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
380+ 4.87% |
$17.1K - $21K
|
8.18K
$451K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
195New |
$8.79K - $10.8K
|
195
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
190+ 0.87% |
$8.57K - $10.5K
|
22K
$1.21M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
177New |
$7.98K - $9.77K
|
177
$9.75K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
153New |
$6.9K - $8.45K
|
153
$8.43K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
146New |
$6.58K - $8.06K
|
146
$8.04K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
105+ 0.32% |
$4.73K - $5.8K
|
33K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$4.51K - $5.52K
|
100
$5.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
44New |
$1.98K - $2.43K
|
44
$2.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
35New |
$1.58K - $1.93K
|
35
$1.93K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
31New |
$1.4K - $1.71K
|
31
$1.71K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
20+ 0.04% |
$902 - $1.1K
|
49.2K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.35% |
$180 - $221
|
1.14K
$62.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.19% |
$90.2 - $110
|
1.08K
$59.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.3% |
$271 - $331
|
1.97K
$109K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8- 0.71% |
$361 - $442
|
1.12K
$61.5K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-38Closed |
$1.71K - $2.1K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 17.24% |
$2.25K - $2.76K
|
240
$13.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-136- 3.65% |
$6.13K - $7.51K
|
3.59K
$198K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-162- 3.41% |
$7.3K - $8.94K
|
4.59K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-173- 11.45% |
$7.8K - $9.55K
|
1.34K
$73.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-448- 1.57% |
$20.2K - $24.7K
|
28K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-515- 33.53% |
$23.2K - $28.4K
|
1.02K
$56.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-537- 11.28% |
$24.2K - $29.6K
|
4.22K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-594- 81.59% |
$26.8K - $32.8K
|
134
$7.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-633- 0.54% |
$28.5K - $34.9K
|
116K
$6.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-666- 3.55% |
$30K - $36.8K
|
18.1K
$997K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-734- 7.47% |
$33.1K - $40.5K
|
9.09K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-774- 1.66% |
$34.9K - $42.7K
|
46K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-795- 10.79% |
$35.8K - $43.9K
|
6.58K
$362K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-896- 13.14% |
$40.4K - $49.5K
|
5.92K
$326K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.14K- 28.67% |
$51.2K - $62.7K
|
2.83K
$156K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.14K- 4.29% |
$51.6K - $63.2K
|
25.5K
$1.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.91K- 20.69% |
$86.3K - $106K
|
7.33K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.93K- 15.56% |
$132K - $161K
|
15.9K
$875K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.84K- 8.7% |
$173K - $212K
|
40.3K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.42K- 4.3% |
$199K - $244K
|
98.4K
$5.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.18K- 10.69% |
$233K - $286K
|
43.3K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.25K- 57.49% |
$237K - $290K
|
3.88K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5.44K- 10.58% |
$245K - $300K
|
46K
$2.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.12K- 9.13% |
$276K - $338K
|
61K
$3.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.49K- 23.47% |
$292K - $358K
|
21.1K
$1.17M
|