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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2020
Q1 2020
|
Pds Planning, Inc
|
SELL
|
- |
-5.04KClosed |
$166K - $280K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.89KClosed |
$128K - $216K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.03KClosed |
$133K - $223K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.85KClosed |
$226K - $380K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-19.8KClosed |
$652K - $1.1M
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-23.8KClosed |
$785K - $1.32M
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-5.31KClosed |
$175K - $295K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 02, 2020
Q4 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-105Closed |
$5.41K - $5.69K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-75.5KClosed |
$3.89M - $4.09M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-121Closed |
$6.23K - $6.55K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Delta Investment Management, LLC
|
SELL
|
- |
-17.3KClosed |
$894K - $940K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-50KClosed |
$2.58M - $2.71M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.45KClosed |
$74.9K - $78.8K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Wedbush Securities Inc
|
SELL
|
- |
-8.18KClosed |
$421K - $443K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-5.9KClosed |
$304K - $320K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-50KClosed |
$2.5M - $2.64M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-14.1KClosed |
$705K - $742K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-932Closed |
$46.7K - $49.1K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.82KClosed |
$492K - $518K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-465Closed |
$23.3K - $24.5K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-253Closed |
$12.7K - $13.3K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-719Closed |
$36K - $37.9K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.07KClosed |
$53.8K - $56.6K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-54Closed |
$2.7K - $2.85K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.48KClosed |
$322K - $338K
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-123KClosed |
$6.12M - $6.44M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.14MClosed |
$56.7M - $59.7M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-707Closed |
$35.1K - $36.9K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-954Closed |
$47.3K - $49.8K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-189KClosed |
$9.38M - $9.87M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Nvwm, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Altshuler Shaham LTD
|
SELL
|
- |
-338Closed |
$16.8K - $17.7K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-8.49KClosed |
$421K - $443K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-17.6KClosed |
$872K - $918K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-72.1KClosed |
$3.58M - $3.76M
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.26KClosed |
$62.6K - $65.9K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-1.33KClosed |
$66K - $69.5K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-1.33KClosed |
$57.9K - $66.2K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-107KClosed |
$4.66M - $5.32M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-30Closed |
$1.31K - $1.49K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-116Closed |
$5.05K - $5.77K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-34.1KClosed |
$1.48M - $1.7M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-305Closed |
$13.3K - $15.2K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-234Closed |
$10.2K - $11.6K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.89KClosed |
$213K - $243K
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Cordasco Financial Network
|
BUY
|
- |
424New |
$18.5K - $21.1K
|
424
$26.5K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-200Closed |
$8.47K - $9.74K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.25KClosed |
$392K - $450K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-400KClosed |
$16.9M - $19.5M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Patten Group, Inc.
|
SELL
|
- |
-25Closed |
$1.06K - $1.22K
|
0
$0
|
|