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

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 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 17,300 shares of XSVM stock, worth $871,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,300
Previous 20,422 15.29%
Holding current value
$871,747
Previous $1.11 Million 22.01%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
142
Shares Held
8.15M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
Track This Portfolio

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email