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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$178K - $201K
|
3.29K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
206New |
$11.2K - $12.6K
|
206
$13K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.8K- 4.61% |
$639K - $718K
|
243K
$15.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-209- 5.12% |
$11.4K - $12.8K
|
3.88K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-123- 2.44% |
$6.68K - $7.51K
|
4.92K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76New |
$4.13K - $4.64K
|
76
$4.81K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-143- 1.63% |
$7.77K - $8.73K
|
8.62K
$545K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.76K- 4.74% |
$258K - $290K
|
95.7K
$6.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 9.35% |
$2.22M - $2.5M
|
397K
$25.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52- 0.54% |
$2.82K - $3.17K
|
9.62K
$609K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-217- 2.54% |
$11.8K - $13.2K
|
8.33K
$527K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.56KNew |
$193K - $217K
|
3.56K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-77- 3.08% |
$4.18K - $4.7K
|
2.42K
$153K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-440- 3.59% |
$23.9K - $26.9K
|
11.8K
$747K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.1K- 4.88% |
$873K - $981K
|
313K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.72K+ 8.78% |
$528K - $594K
|
120K
$7.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
3.16K+ 41.8% |
$172K - $193K
|
10.7K
$678K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
151+ 1.89% |
$8.2K - $9.22K
|
8.15K
$516K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 3.48% |
$63.5K - $71.4K
|
32.5K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- 0.01% |
$109 - $122
|
16.4K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$66.6K - $74.8K
|
1.23K
$77.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-429- 1.33% |
$23.3K - $26.2K
|
31.7K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
194New |
$10.5K - $11.8K
|
194
$12.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.2% |
$1.36K - $1.53K
|
12.5K
$792K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
814+ 0.65% |
$44.2K - $49.7K
|
126K
$7.98M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.77K- 71.6% |
$95.9K - $108K
|
700
$44.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
187KNew |
$10.2M - $11.4M
|
187K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-204- 0.49% |
$11.1K - $12.5K
|
41.7K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-1.15K- 6.26% |
$62.2K - $70K
|
17.2K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.36K- 8.77% |
$128K - $144K
|
24.6K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.5% |
$272 - $305
|
1K
$63.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
999+ 7.31% |
$54.3K - $61K
|
14.7K
$928K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8KNew |
$805K - $905K
|
14.8K
$938K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-483- 2.32% |
$26.2K - $29.5K
|
20.3K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
996+ 0.22% |
$54.1K - $60.8K
|
462K
$29.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-15- 0.81% |
$815 - $916
|
1.83K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
390+ 375.0% |
$21.2K - $23.8K
|
494
$31.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.83K- 29.6% |
$479K - $539K
|
21K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-203- 1.14% |
$11K - $12.4K
|
17.7K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
3.67KNew |
$199K - $224K
|
3.67K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-304- 2.87% |
$16.5K - $18.6K
|
10.3K
$652K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-208- 3.16% |
$11.3K - $12.7K
|
6.37K
$403K
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
3.75K+ 1.73% |
$203K - $229K
|
220K
$13.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
544+ 60.31% |
$29.5K - $33.2K
|
1.45K
$91.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 13.4% |
$147K - $165K
|
17.4K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1- 0.01% |
$54.3 - $61
|
6.84K
$433K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-66- 0.77% |
$3.58K - $4.03K
|
8.47K
$536K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-160- 3.73% |
$8.69K - $9.77K
|
4.12K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.54% |
$272 - $305
|
928
$58.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.11K- 5.85% |
$60.1K - $67.5K
|
17.8K
$1.13M
|