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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
BUY
|
- |
83New |
$3.45K - $3.99K
|
83
$4.93K
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-74KClosed |
$3.08M - $3.56M
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-28KClosed |
$1.17M - $1.35M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Lake Street Financial LLC
|
SELL
|
- |
-93KClosed |
$3.87M - $4.48M
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-519Closed |
$21.6K - $25K
|
0
$0
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
178New |
$7.41K - $8.57K
|
178
$10.6K
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-25.3KClosed |
$1.02M - $1.13M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.44KClosed |
$260K - $286K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
$40.5 - $44.4
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 33.33% |
$4.05K - $4.44K
|
200
$11.9K
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-918Closed |
$37.1K - $40.8K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.34KClosed |
$216K - $237K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-49.1KClosed |
$1.99M - $2.18M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
SELL
|
- |
-154Closed |
$6.23K - $6.84K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-375Closed |
$15.2K - $16.7K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.34KClosed |
$216K - $237K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-73.1KClosed |
$2.96M - $3.25M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Ballast, Inc.
|
SELL
|
- |
-102KClosed |
$4.11M - $4.52M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-111Closed |
$4.49K - $4.93K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-488Closed |
$19.7K - $21.7K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-164Closed |
$6.63K - $7.29K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.15K- 3.82% |
$191K - $231K
|
130K
$7.7M
|
|
|
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
$17.2K
|
|
|
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 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
|
True Private Wealth Advisors
|
SELL
|
- |
-226Closed |
$8.37K - $10.1K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-91.1KClosed |
$3.38M - $4.09M
|
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
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.3KClosed |
$834K - $1.4M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-98.3KClosed |
$3.25M - $5.46M
|
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 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 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-55.8KClosed |
$1.84M - $3.09M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-75.1KClosed |
$2.48M - $4.17M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-36.8KClosed |
$1.21M - $2.04M
|
0
$0
|
|