Whitaker Myers Wealth Managers, Ltd. Invesco ETF Tr Ii S&P Midcap L Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $357 Billion
  • Q1 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 7,713 shares of XMLV stock, worth $477,049. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,713
Previous 7,656 0.74%
Holding current value
$477,049
Previous $466 Million 2.24%
% of portfolio
0.13%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$59.15 - $62.71 $3,371 - $3,574
57 Added 0.74%
7,713 $476 Million
Q4 2024

Jan 15, 2025
BUY
$60.51 - $65.57 $2,904 - $3,147
48 Added 0.63%
7,656 $466 Million
Q3 2024

Oct 18, 2024
SELL
$54.31 - $61.04 $14,989 - $16,847
-276 Reduced 3.5%
7,608 $464 Million
Q2 2024

Jul 26, 2024
BUY
$53.37 - $56.94 $10,887 - $11,615
204 Added 2.66%
7,884 $435 Million
Q1 2024

Apr 12, 2024
SELL
$52.35 - $56.4 $5,235 - $5,640
-100 Reduced 1.29%
7,680 $433 Million
Q4 2023

Jan 12, 2024
SELL
$47.52 - $53.44 $17,344 - $19,505
-365 Reduced 4.48%
7,780 $414 Million
Q3 2023

Oct 05, 2023
SELL
$49.13 - $53.93 $29,821 - $32,735
-607 Reduced 6.94%
8,145 $400 Million
Q2 2023

Jul 13, 2023
SELL
$49.55 - $52.47 $70,806 - $74,979
-1,429 Reduced 14.04%
8,752 $453 Million
Q1 2023

Apr 21, 2023
SELL
$49.86 - $56.95 $37,045 - $42,313
-743 Reduced 6.8%
10,181 $533 Million
Q4 2022

Apr 21, 2023
BUY
$48.1 - $55.93 $525,444 - $610,979
10,924 New
10,924 $584 Million

Others Institutions Holding XMLV

# of Institutions
214
Shares Held
7.67M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P MIDCAP L

XMLV Quotes by TradingView
  • Ticker XMLV
  • Sector ETFs
  • Industry ETFs
More about XMLV
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