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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$1.1K - $1.16K
|
18
$1.12K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.08K- 5.58% |
$65.5K - $69.1K
|
18.2K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.52K+ 63.85% |
$153K - $162K
|
6.46K
$403K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
250+ 2.13% |
$15.2K - $16.1K
|
12K
$747K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.94K+ 7.81% |
$179K - $189K
|
40.5K
$2.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-720- 6.1% |
$43.9K - $46.3K
|
11.1K
$692K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.03% |
$305 - $322
|
14.8K
$926K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-668- 1.66% |
$40.7K - $43K
|
39.7K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-286- 2.4% |
$17.4K - $18.4K
|
11.6K
$726K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3.29K- 3.36% |
$201K - $212K
|
94.6K
$5.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
697+ 20.69% |
$42.5K - $44.8K
|
4.07K
$254K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.41KNew |
$269K - $284K
|
4.41K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-257- 43.63% |
$15.7K - $16.5K
|
332
$20.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
75+ 107.14% |
$4.57K - $4.82K
|
145
$9.05K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3+ 0.75% |
$183 - $193
|
402
$25.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.93KNew |
$240K - $253K
|
3.93K
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.8K- 16.02% |
$2.12M - $2.24M
|
183K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
924+ 5.31% |
$56.3K - $59.4K
|
18.3K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45KNew |
$271K - $286K
|
4.45K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-130- 2.58% |
$7.92K - $8.36K
|
4.9K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 170.49% |
$89.8K - $94.7K
|
2.34K
$146K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-630- 9.66% |
$38.4K - $40.5K
|
5.9K
$368K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22.3K- 81.06% |
$1.36M - $1.43M
|
5.2K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.23K- 7.45% |
$75.2K - $79.4K
|
15.3K
$956K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 2.22% |
$6.1K - $6.43K
|
4.41K
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.08% |
$183 - $193
|
3.59K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.78% |
$244 - $257
|
519
$32.4K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
22+ 0.14% |
$1.34K - $1.41K
|
15.6K
$972K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
391+ 0.3% |
$23.8K - $25.1K
|
129K
$8.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-278- 3.36% |
$16.9K - $17.9K
|
8K
$499K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 3.33% |
$61 - $64.3
|
31
$1.93K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.49K- 12.11% |
$91K - $96K
|
10.8K
$676K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.32K- 2.89% |
$568K - $599K
|
313K
$19.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
436+ 1.32% |
$26.6K - $28K
|
33.4K
$2.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-50- 0.59% |
$3.05K - $3.22K
|
8.37K
$522K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6+ 0.08% |
$366 - $386
|
7.78K
$486K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
950+ 281.07% |
$57.9K - $61.1K
|
1.29K
$80.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.21% |
$366 - $386
|
2.92K
$182K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-37- 22.42% |
$2.26K - $2.38K
|
128
$7.99K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-33- 0.81% |
$2.01K - $2.12K
|
4.04K
$252K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.79K- 7.31% |
$170K - $179K
|
35.4K
$2.21M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.0% |
$61 - $64.3
|
101
$6.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-556- 14.65% |
$33.9K - $35.8K
|
3.24K
$202K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-35- 0.56% |
$2.13K - $2.25K
|
6.16K
$385K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.99K- 47.23% |
$182K - $192K
|
3.34K
$209K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$61 - $64.3
|
304
$19K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.35K- 8.81% |
$408K - $461K
|
76.1K
$4.75M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
940New |
$52.2K - $59K
|
940
$58.7K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
162New |
$9K - $10.2K
|
162
$10.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-97- 15.45% |
$5.39K - $6.08K
|
531
$33.1K
|
|