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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.58K+ 3.1% |
$140K - $157K
|
85.8K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.17KNew |
$281K - $315K
|
5.17K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.85KNew |
$155K - $174K
|
2.85K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.13K- 11.55% |
$61.1K - $68.7K
|
8.62K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-800- 10.93% |
$43.4K - $48.8K
|
6.52K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.08% |
$815 - $916
|
17.9K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
390+ 9.51% |
$21.2K - $23.8K
|
4.49K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-323- 3.77% |
$17.5K - $19.7K
|
8.25K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.1KNew |
$331K - $372K
|
6.1K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-211- 48.51% |
$11.5K - $12.9K
|
224
$14K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.3K+ 256.99% |
$1.43M - $1.6M
|
36.5K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.3K+ 14.34% |
$179K - $201K
|
26.3K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-196- 3.15% |
$10.6K - $12K
|
6.03K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-292- 7.59% |
$15.9K - $17.8K
|
3.56K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-468- 3.06% |
$25.4K - $28.6K
|
14.8K
$928K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.8K- 4.61% |
$639K - $718K
|
243K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-209- 5.12% |
$11.4K - $12.8K
|
3.88K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-123- 2.44% |
$6.68K - $7.51K
|
4.92K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$178K - $201K
|
3.29K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-143- 1.63% |
$7.77K - $8.73K
|
8.62K
$539K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76New |
$4.13K - $4.64K
|
76
$4.75K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
206New |
$11.2K - $12.6K
|
206
$12.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 9.35% |
$2.22M - $2.5M
|
397K
$24.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.76K- 4.74% |
$258K - $290K
|
95.7K
$5.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52- 0.54% |
$2.82K - $3.17K
|
9.62K
$601K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-217- 2.54% |
$11.8K - $13.2K
|
8.33K
$521K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.1K- 4.88% |
$873K - $981K
|
313K
$19.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.72K+ 8.78% |
$528K - $594K
|
120K
$7.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-77- 3.08% |
$4.18K - $4.7K
|
2.42K
$151K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.56KNew |
$193K - $217K
|
3.56K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-440- 3.59% |
$23.9K - $26.9K
|
11.8K
$738K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 3.48% |
$63.5K - $71.4K
|
32.5K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
151+ 1.89% |
$8.2K - $9.22K
|
8.15K
$509K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
3.16K+ 41.8% |
$172K - $193K
|
10.7K
$670K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-429- 1.33% |
$23.3K - $26.2K
|
31.7K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$66.6K - $74.8K
|
1.23K
$76.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
814+ 0.65% |
$44.2K - $49.7K
|
126K
$7.88M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.77K- 71.6% |
$95.9K - $108K
|
700
$43.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.2% |
$1.36K - $1.53K
|
12.5K
$783K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
194New |
$10.5K - $11.8K
|
194
$12.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-1.15K- 6.26% |
$62.2K - $70K
|
17.2K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-204- 0.49% |
$11.1K - $12.5K
|
41.7K
$2.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
187KNew |
$10.2M - $11.4M
|
187K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.36K- 8.77% |
$128K - $144K
|
24.6K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.5% |
$272 - $305
|
1K
$62.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
999+ 7.31% |
$54.3K - $61K
|
14.7K
$917K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-483- 2.32% |
$26.2K - $29.5K
|
20.3K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8KNew |
$805K - $905K
|
14.8K
$927K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
390+ 375.0% |
$21.2K - $23.8K
|
494
$30.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
996+ 0.22% |
$54.1K - $60.8K
|
462K
$28.9M
|