Jones Financial Companies Lllp Invesco S&P Smallcap Value Wit Transaction History

Jones Financial Companies Lllp

  • $298 Billion
  • Q1 2025

A detailed history of Jones Financial Companies Lllp transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Jones Financial Companies Lllp holds 2,320 shares of XSVM stock, worth $112,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,320
Previous 22,702 89.78%
Holding current value
$112,427
Previous $1.24 Million 90.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 16, 2025
SELL
$49.34 - $55.91 $1.01 Million - $1.14 Million
-20,382 Reduced 89.78%
2,320 $116,000
Q4 2024

Feb 05, 2025
BUY
$53.38 - $60.64 $378,837 - $430,362
7,097 Added 45.48%
22,702 $1.24 Million
Q3 2024

Nov 12, 2024
BUY
$51.3 - $59.04 $508,639 - $585,381
9,915 Added 174.25%
15,605 $858,000
Q2 2024

Aug 14, 2024
BUY
$51.57 - $56.54 $287,090 - $314,758
5,567 Added 4526.02%
5,690 $298,000
Q1 2024

May 14, 2024
BUY
$50.53 - $56.94 $6,215 - $7,003
123 New
123 $7,000

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
8.23M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

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