Latest Institutional Transactions on Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Midcap L (XMLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.84K- 12.37% |
$418K - $446K
|
55.6K
$3.33M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-11- 0.27% |
$587 - $626
|
4.11K
$247K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
405+ 7.41% |
$21.6K - $23.1K
|
5.87K
$352K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.76K- 27.42% |
$307K - $328K
|
15.2K
$915K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.97K- 3.44% |
$159K - $169K
|
83.3K
$5M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 13.33% |
$1.07K - $1.14K
|
130
$7.8K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5K+ 412.74% |
$1.2M - $1.28M
|
28K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.03K+ 366.18% |
$429K - $457K
|
10.2K
$614K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
286+ 1.74% |
$15.3K - $16.3K
|
16.7K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.2K- 6.15% |
$707K - $754K
|
202K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.2K+ 52.26% |
$2.68M - $2.86M
|
146K
$8.77M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
578+ 3.19% |
$30.8K - $32.9K
|
18.7K
$1.12M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.51KNew |
$508K - $542K
|
9.51K
$571K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$53.4 - $56.9
|
2.01K
$121K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
39New |
$2.08K - $2.22K
|
39
$2.34K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.15K- 9.29% |
$168K - $179K
|
30.8K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-47- 1.21% |
$2.51K - $2.68K
|
3.85K
$231K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.1K- 40.55% |
$804K - $858K
|
22.1K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-156- 4.11% |
$8.33K - $8.88K
|
3.64K
$218K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.5K+ 176.6% |
$2.21M - $2.36M
|
64.9K
$3.9M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.07% |
$213 - $228
|
5.95K
$357K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.08% |
$801 - $854
|
17.9K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.46K- 31.09% |
$184K - $197K
|
7.66K
$460K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-108- 2.36% |
$5.76K - $6.15K
|
4.46K
$268K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
51+ 0.55% |
$2.72K - $2.9K
|
9.37K
$562K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-195- 3.04% |
$10.4K - $11.1K
|
6.23K
$374K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.38K- 98.8% |
$447K - $477K
|
102
$6.12K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 63.32% |
$613K - $654K
|
6.65K
$399K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 18.13% |
$756K - $807K
|
64K
$3.84M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.4K+ 4.12% |
$235K - $251K
|
111K
$6.67M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.29K+ 4.14% |
$122K - $131K
|
57.7K
$3.46M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-631- 13.33% |
$33.7K - $35.9K
|
4.1K
$246K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-899- 9.49% |
$48K - $51.2K
|
8.57K
$514K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.2K- 11.28% |
$809K - $863K
|
119K
$7.15M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
514+ 1.25% |
$27.4K - $29.3K
|
41.8K
$2.51M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-43- 97.73% |
$2.29K - $2.45K
|
1
$60
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.3K- 20.05% |
$1.25M - $1.33M
|
93.1K
$5.59M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-445Closed |
$23.7K - $25.3K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.94K+ 2.94% |
$210K - $224K
|
138K
$8.28M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.55K- 42.13% |
$296K - $316K
|
7.63K
$458K
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
3.86K+ 100.0% |
$206K - $220K
|
7.72K
$463K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1K+ 49.93% |
$591K - $631K
|
33.3K
$2M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59.3KNew |
$3.16M - $3.38M
|
59.3K
$3.56M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.97K- 22.39% |
$105K - $112K
|
6.84K
$411K
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-719- 5.55% |
$38.4K - $40.9K
|
12.2K
$735K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 3.72% |
$90.6K - $96.7K
|
43.9K
$2.64M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6K- 28.16% |
$320K - $342K
|
15.3K
$919K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-49.9K- 13.78% |
$2.66M - $2.84M
|
312K
$18.7M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
29+ 0.3% |
$1.55K - $1.65K
|
9.74K
$585K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-476- 8.35% |
$25.4K - $27.1K
|
5.22K
$314K
|