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

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 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 $558,199. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,740
Previous 9,740 -0.0%
Holding current value
$558,199
Previous $488,000 3.69%
% 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
7M
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
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