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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.15K- 3.82% |
$191K - $231K
|
130K
$8.21M
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-5.58KClosed |
$207K - $250K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-23.7KClosed |
$877K - $1.06M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-51.1KClosed |
$1.89M - $2.29M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
290New |
$10.7K - $13K
|
290
$18.3K
|
|
|
Aug 11, 2020
Q2 2020
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-74.8KClosed |
$2.77M - $3.35M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.84KClosed |
$68.1K - $82.4K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-512Closed |
$19K - $23K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
1776 Wealth LLC
|
SELL
|
- |
-33.9KClosed |
$1.26M - $1.52M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.78KClosed |
$251K - $304K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-111KClosed |
$4.11M - $4.97M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$3.7K - $4.48K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-60Closed |
$2.22K - $2.69K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.8KClosed |
$252K - $305K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-1.01KClosed |
$37.4K - $45.3K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-7.25KClosed |
$268K - $325K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-91.1KClosed |
$3.38M - $4.09M
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-226Closed |
$8.37K - $10.1K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Hnp Capital LLC
|
SELL
|
- |
-12.3KClosed |
$457K - $553K
|
0
$0
|
|
|
Jul 02, 2020
Q2 2020
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-19KClosed |
$703K - $851K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-98.3KClosed |
$3.25M - $5.46M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.3KClosed |
$834K - $1.4M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-246KClosed |
$8.11M - $13.6M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.84KClosed |
$127K - $213K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-25.7KClosed |
$849K - $1.43M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.35KClosed |
$44.6K - $74.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-29KClosed |
$959K - $1.61M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.48KClosed |
$214K - $359K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-55.8KClosed |
$1.84M - $3.09M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-36.8KClosed |
$1.21M - $2.04M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-75.1KClosed |
$2.48M - $4.17M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.8KClosed |
$290K - $488K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-49.1KClosed |
$1.62M - $2.72M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.73KClosed |
$123K - $207K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.45KClosed |
$147K - $247K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.33KClosed |
$176K - $295K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-12.7KClosed |
$419K - $704K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-8.22KClosed |
$271K - $456K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.37KClosed |
$144K - $242K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-39.7KClosed |
$1.31M - $2.2M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.75KClosed |
$157K - $263K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.17KClosed |
$104K - $176K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-73Closed |
$2.41K - $4.05K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-325KClosed |
$10.7M - $18M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-191Closed |
$6.3K - $10.6K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-14KClosed |
$463K - $778K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-11KClosed |
$363K - $610K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.37KClosed |
$243K - $409K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.56KClosed |
$84.5K - $142K
|
0
$0
|
|