Insight Wealth Strategies, LLC Invesco S&P Smallcap Value Wit Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 102,080 shares of XSVM stock, worth $5.61 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
102,080
Previous 99,983 2.1%
Holding current value
$5.61 Million
Previous $5.5 Million 1.15%
% of portfolio
0.75%
Previous 0.73%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025
BUY
$53.38 - $60.64 $111,937 - $127,162
2,097 Added 2.1%
102,080 $5.56 Million
Q3 2024

Oct 07, 2024
SELL
$51.3 - $59.04 $8,721 - $10,036
-170 Reduced 0.17%
99,983 $5.5 Million
Q2 2024

Jul 08, 2024
BUY
$51.57 - $56.54 $124,438 - $136,431
2,413 Added 2.47%
100,153 $5.25 Million
Q1 2024

Apr 05, 2024
SELL
$50.53 - $56.94 $35,522 - $40,028
-703 Reduced 0.71%
97,740 $5.57 Million
Q4 2023

Jan 12, 2024
SELL
$45.09 - $55.21 $199,342 - $244,083
-4,421 Reduced 4.3%
98,443 $5.33 Million
Q3 2023

Oct 13, 2023
SELL
$45.54 - $50.67 $111,117 - $123,634
-2,440 Reduced 2.32%
102,864 $4.95 Million
Q2 2023

Jul 14, 2023
BUY
$42.07 - $47.06 $1,051 - $1,176
25 Added 0.02%
105,304 $4.89 Million
Q1 2023

Apr 06, 2023
SELL
$43.13 - $52.31 $111,663 - $135,430
-2,589 Reduced 2.4%
105,279 $4.79 Million
Q4 2022

Jan 06, 2023
SELL
$42.21 - $50.23 $191,253 - $227,592
-4,531 Reduced 4.03%
107,868 $0
Q2 2022

Jul 01, 2022
SELL
$44.09 - $54.47 $9,082 - $11,220
-206 Reduced 0.18%
112,399 $4.99 Million
Q1 2022

Apr 12, 2022
BUY
$50.74 - $55.63 $5.71 Million - $6.26 Million
112,605 New
112,605 $6.07 Million

Others Institutions Holding XSVM

# of Institutions
150
Shares Held
9.87M
Call Options Held
100
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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