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 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-531- 28.11% |
$32.1K - $34.8K
|
1.36K
$80.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
108New |
$6.54K - $7.08K
|
108
$6.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.04K+ 1.42% |
$487K - $527K
|
576K
$34.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
180New |
$10.9K - $11.8K
|
180
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-514- 8.59% |
$31.1K - $33.7K
|
5.47K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.72K+ 1.78% |
$225K - $244K
|
213K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.64K+ 13.47% |
$583K - $632K
|
81.2K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-35.5K- 71.57% |
$2.15M - $2.33M
|
14.1K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
654New |
$39.6K - $42.9K
|
654
$38.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-970- 1.73% |
$58.7K - $63.6K
|
55.2K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
379+ 2.11% |
$22.9K - $24.9K
|
18.3K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67+ 0.42% |
$4.05K - $4.39K
|
15.9K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-551- 3.21% |
$33.3K - $36.1K
|
16.6K
$987K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.36K- 16.44% |
$82.1K - $88.9K
|
6.89K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.15% |
$363 - $393
|
4.11K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-178- 0.44% |
$10.8K - $11.7K
|
40.6K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.5K- 45.19% |
$1.84M - $2M
|
36.9K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-224- 1.51% |
$13.6K - $14.7K
|
14.6K
$868K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
76+ 2.35% |
$4.6K - $4.98K
|
3.31K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-336- 8.67% |
$20.3K - $22K
|
3.54K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.02K+ 3.34% |
$243K - $264K
|
124K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$968 - $1.05K
|
16
$950
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.45KNew |
$87.4K - $94.7K
|
1.45K
$85.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
798+ 2.46% |
$48.3K - $52.3K
|
33.3K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-28- 0.73% |
$1.69K - $1.84K
|
3.81K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.92K- 2.66% |
$176K - $191K
|
107K
$6.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9.1K+ 105.58% |
$551K - $597K
|
17.7K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13KNew |
$786K - $852K
|
13K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-440- 15.44% |
$26.6K - $28.9K
|
2.41K
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.92K+ 192.4% |
$116K - $126K
|
2.92K
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.12K+ 62.25% |
$492K - $533K
|
21.2K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
342New |
$20.7K - $22.4K
|
342
$20.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.78K- 2.48% |
$471K - $510K
|
306K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13K- 11.46% |
$785K - $851K
|
100K
$5.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.3KNew |
$746K - $809K
|
12.3K
$732K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
735New |
$44.5K - $48.2K
|
735
$43.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.88K+ 14.93% |
$295K - $320K
|
37.6K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-966- 1.13% |
$58.5K - $63.3K
|
84.9K
$5.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.89K- 0.73% |
$175K - $189K
|
394K
$23.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.06K- 9.79% |
$63.9K - $69.2K
|
9.73K
$578K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.25K- 5.22% |
$75.9K - $82.2K
|
22.8K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55K- 85.19% |
$3.33M - $3.61M
|
9.57K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.45KNew |
$330K - $357K
|
5.45K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.1K+ 13.14% |
$2M - $2.17M
|
285K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-150- 3.64% |
$9.08K - $9.84K
|
3.97K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
479+ 1.51% |
$29K - $31.4K
|
32.2K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-10- 0.16% |
$605 - $656
|
6.29K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.61K+ 2.82% |
$97.1K - $105K
|
58.4K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.48K- 1.84% |
$271K - $294K
|
239K
$14.2M
|