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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-65- 0.44% |
$3.93K - $4.26K
|
14.8K
$913K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
810+ 6.47% |
$49K - $53.1K
|
13.3K
$824K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.03K+ 54.72% |
$486K - $526K
|
22.7K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.68K+ 799.79% |
$465K - $503K
|
8.64K
$534K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
409+ 0.98% |
$24.7K - $26.8K
|
42.1K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-50- 1.01% |
$3.03K - $3.28K
|
4.89K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11+ 0.31% |
$666 - $721
|
3.56K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.2K- 45.73% |
$680K - $737K
|
13.3K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
48+ 0.63% |
$2.9K - $3.15K
|
7.66K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-101- 2.19% |
$6.11K - $6.62K
|
4.51K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.03K- 19.69% |
$62.3K - $67.5K
|
4.2K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.62% |
$242 - $262
|
648
$40.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14.4K- 4.04% |
$871K - $943K
|
342K
$21.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-771- 11.81% |
$46.7K - $50.6K
|
5.76K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
47+ 5.06% |
$2.84K - $3.08K
|
975
$60.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
763+ 2.44% |
$46.2K - $50K
|
32.1K
$1.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.14K+ 33.61% |
$130K - $140K
|
8.51K
$526K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.86KNew |
$294K - $319K
|
4.86K
$300K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-123- 2.44% |
$6.68K - $7.51K
|
4.92K
$304K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-60.1K- 68.96% |
$3.26M - $3.67M
|
27.1K
$1.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.29% |
$706 - $794
|
4.48K
$277K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.51K- 2.61% |
$82K - $92.1K
|
56.2K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
32+ 0.46% |
$1.74K - $1.95K
|
7.03K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.54K+ 37.18% |
$192K - $216K
|
13.1K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-606- 10.18% |
$32.9K - $37K
|
5.35K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 24.39% |
$785K - $883K
|
44.8K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
551+ 3.61% |
$29.9K - $33.6K
|
15.8K
$977K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
49.6KNew |
$2.69M - $3.03M
|
49.6K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-186- 5.72% |
$10.1K - $11.4K
|
3.06K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 0.1% |
$869 - $977
|
16.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 39.87% |
$13.6K - $15.3K
|
377
$23.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-578- 1.74% |
$31.4K - $35.3K
|
32.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-381- 0.12% |
$20.7K - $23.3K
|
312K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 11.5% |
$138K - $155K
|
19.6K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.37K+ 36.24% |
$74.4K - $83.6K
|
5.15K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
123+ 3.38% |
$6.68K - $7.51K
|
3.76K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.73K- 1.56% |
$94K - $106K
|
109K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 66.67% |
$109 - $122
|
1
$61.8
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.5K+ 3.21% |
$353K - $397K
|
209K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
49+ 0.52% |
$2.66K - $2.99K
|
9.41K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.8K+ 88.76% |
$369K - $415K
|
14.5K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1- 0.03% |
$54.3 - $61
|
3.24K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25- 19.23% |
$1.36K - $1.53K
|
105
$6.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 84.94% |
$307K - $345K
|
12.3K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 72.01% |
$1.09M - $1.23M
|
7.83K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-111- 10.61% |
$6.03K - $6.78K
|
935
$57.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.58K+ 11.84% |
$412K - $463K
|
71.6K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4+ 0.1% |
$217 - $244
|
4.11K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
501+ 2.99% |
$27.2K - $30.6K
|
17.2K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-665- 8.72% |
$36.1K - $40.6K
|
6.96K
$430K
|
|