Cambridge Investment Research Advisors, Inc. Invesco S&P Smallcap Value Wit Transaction History

Cambridge Investment Research Advisors, Inc.

  • $36.4 Billion
  • Q3 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 13,658 shares of XSVM stock, worth $748,185. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,658
Previous 13,237 3.18%
Holding current value
$748,185
Previous $688,000 12.06%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$51.33 - $58.15 $21,609 - $24,481
421 Added 3.18%
13,658 $771,000
Q2 2025

Jul 31, 2025
SELL
$44.22 - $52.08 $179,665 - $211,601
-4,063 Reduced 23.49%
13,237 $688,000
Q1 2025

Apr 22, 2025
SELL
$49.34 - $55.91 $154,039 - $174,551
-3,122 Reduced 15.29%
17,300 $868,000
Q4 2024

Feb 14, 2025
BUY
$53.38 - $60.64 $8,700 - $9,884
163 Added 0.8%
20,422 $1.11 Million
Q3 2024

Oct 28, 2024
SELL
$51.3 - $59.04 $664,232 - $764,449
-12,948 Reduced 38.99%
20,259 $1.11 Million
Q2 2024

Jul 26, 2024
BUY
$51.57 - $56.54 $63,173 - $69,261
1,225 Added 3.83%
33,207 $1.74 Million
Q1 2024

Apr 24, 2024
SELL
$50.53 - $56.94 $46,992 - $52,954
-930 Reduced 2.83%
31,982 $1.82 Million
Q4 2023

Feb 09, 2024
BUY
$45.09 - $55.21 $244,973 - $299,955
5,433 Added 19.77%
32,912 $1.78 Million
Q3 2023

Oct 24, 2023
BUY
$45.54 - $50.67 $62,526 - $69,569
1,373 Added 5.26%
27,479 $1.32 Million
Q2 2023

Jul 13, 2023
SELL
$42.07 - $47.06 $1.18 Million - $1.32 Million
-27,976 Reduced 51.73%
26,106 $1.21 Million
Q1 2023

May 11, 2023
SELL
$43.13 - $52.31 $7.17 Million - $8.7 Million
-166,261 Reduced 75.46%
54,082 $2.46 Million
Q4 2022

Feb 08, 2023
BUY
$42.21 - $50.23 $7.57 Million - $9 Million
179,262 Added 436.36%
220,343 $10.1 Million
Q3 2022

Oct 17, 2022
BUY
$41.2 - $51.05 $44,125 - $54,674
1,071 Added 2.68%
41,081 $0
Q2 2022

Jul 13, 2022
SELL
$44.09 - $54.47 $9.98 Million - $12.3 Million
-226,327 Reduced 84.98%
40,010 $1.78 Million
Q1 2022

May 12, 2022
BUY
$50.74 - $55.63 $3.01 Million - $3.3 Million
59,294 Added 28.64%
266,337 $14.3 Million
Q4 2021

Feb 03, 2022
BUY
$50.26 - $56.67 $3.89 Million - $4.38 Million
77,312 Added 59.59%
207,043 $11.2 Million
Q3 2021

Nov 02, 2021
BUY
$46.5 - $51.75 $510,430 - $568,059
10,977 Added 9.24%
129,731 $6.53 Million
Q2 2021

Aug 10, 2021
BUY
$46.86 - $55.21 $5.14 Million - $6.05 Million
109,631 Added 1201.7%
118,754 $6.02 Million
Q1 2021

May 07, 2021
BUY
$34.73 - $52.36 $316,841 - $477,680
9,123 New
9,123 $443,000

Others Institutions Holding XSVM

# of Institutions
136
Shares Held
6.76M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

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