Institute For Wealth Management, Llc. Invesco S&P Smallcap Momentum Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,393 shares of XSMO stock, worth $1.33 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
21,393
Previous 21,488 0.44%
Holding current value
$1.33 Million
Previous $1.42 Million 0.56%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jan 23, 2025
SELL
$65.08 - $73.72 $6,182 - $7,003
-95 Reduced 0.44%
21,393 $1.41 Million
Q3 2024

Nov 12, 2024
SELL
$59.5 - $67.14 $12,792 - $14,435
-215 Reduced 0.99%
21,488 $1.42 Million
Q2 2024

Jul 25, 2024
BUY
$56.16 - $61.72 $17,521 - $19,256
312 Added 1.46%
21,703 $1.3 Million
Q3 2022

Oct 18, 2022
BUY
$42.6 - $51.8 $17,593 - $21,393
413 Added 1.97%
21,391 $928,000
Q2 2022

Jul 25, 2022
SELL
$43.28 - $52.54 $1,082 - $1,313
-25 Reduced 0.12%
20,978 $921,000
Q1 2021

May 04, 2021
SELL
$47.37 - $56.12 $106,014 - $125,596
-2,238 Reduced 9.63%
21,003 $1.09 Million
Q4 2020

Feb 01, 2021
SELL
$39.72 - $48.63 $39,720 - $48,630
-1,000 Reduced 4.13%
23,241 $1.1 Million
Q2 2020

Jul 30, 2020
SELL
$26.56 - $38.21 $796 - $1,146
-30 Reduced 0.12%
24,241 $876,000
Q1 2020

Apr 29, 2020
SELL
$25.08 - $41.65 $18,634 - $30,945
-743 Reduced 2.97%
24,271 $711,000
Q4 2019

Feb 27, 2020
BUY
$36.39 - $39.62 $874,378 - $951,989
24,028 Added 2436.92%
25,014 $986,000
Q4 2019

Jan 27, 2020
SELL
$36.39 - $39.62 $874,378 - $951,989
-24,028 Reduced 96.06%
986 $986,000
Q4 2018

Feb 08, 2019
BUY
$28.65 - $39.03 $716,651 - $976,296
25,014 New
25,014 $772,000

Others Institutions Holding XSMO

# of Institutions
201
Shares Held
14.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

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