A detailed history of Family Management Corp transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Family Management Corp holds 21,957 shares of XSHQ stock, worth $876,523. This represents 0.15% of its overall portfolio holdings.

Number of Shares
21,957
Previous 29,466 25.48%
Holding current value
$876,523
Previous $1.25 Million 30.47%
% of portfolio
0.15%
Previous 0.2%

Shares

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

May 15, 2025

SELL
$37.78 - $43.82 $283,690 - $329,044
-7,509 Reduced 25.48%
21,957 $867,000
Q4 2024

Feb 14, 2025

BUY
$42.35 - $47.59 $464,748 - $522,252
10,974 Added 59.34%
29,466 $1.25 Million
Q3 2024

Nov 14, 2024

BUY
$38.22 - $43.47 $180,513 - $205,308
4,723 Added 34.3%
18,492 $800,000
Q1 2024

May 15, 2024

BUY
$37.97 - $41.18 $522,808 - $567,007
13,769 New
13,769 $567,000

Others Institutions Holding XSHQ

About INVESCO ETF TR II S&P SMALLCAP


  • Ticker XSHQ
  • Sector ETFs
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More about XSHQ
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