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

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,740 shares of XSVM stock, worth $538,037. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,740
Previous 9,740 -0.0%
Holding current value
$538,037
Previous $506,000 8.5%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 30, 2020
BUY
$17.63 - $28.11 $171,716 - $273,791
9,740 New
9,740 $239,000
Q1 2020

Apr 29, 2020
SELL
$17.26 - $33.83 $190,723 - $373,821
-11,050 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$29.25 - $34.4 $312,273 - $367,254
10,676 Added 2854.55%
11,050 $374,000
Q4 2019

Jan 27, 2020
SELL
$29.25 - $34.4 $312,273 - $367,254
-10,676 Reduced 96.62%
374 $374,000
Q3 2019

Oct 28, 2019
SELL
$27.23 - $31.44 $544 - $628
-20 Reduced 0.18%
11,050 $337,000
Q4 2018

Feb 08, 2019
BUY
$25.28 - $32.29 $279,849 - $357,450
11,070 New
11,070 $292,000

Others Institutions Holding XSVM

# of Institutions
137
Shares Held
6.72M
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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email