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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 6.26% |
$64K - $67.9K
|
18.4K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4+ 0.91% |
$237 - $251
|
442
$27.5K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-532- 0.96% |
$31.5K - $33.4K
|
54.7K
$3.4M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-114- 0.69% |
$6.74K - $7.15K
|
16.5K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-20- 0.14% |
$1.18K - $1.25K
|
14.6K
$908K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 0.53% |
$769 - $815
|
2.42K
$151K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.08K- 9.52% |
$478K - $506K
|
76.8K
$4.78M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-548- 5.73% |
$32.4K - $34.4K
|
9.02K
$561K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 4.75% |
$598K - $634K
|
223K
$13.9M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-215- 5.65% |
$12.7K - $13.5K
|
3.59K
$223K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.8K- 23.93% |
$225K - $239K
|
12.1K
$752K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.32KNew |
$196K - $208K
|
3.32K
$206K
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-875- 17.34% |
$51.8K - $54.9K
|
4.17K
$260K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.57K- 22.75% |
$388K - $412K
|
22.3K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.29K- 32.69% |
$313K - $331K
|
10.9K
$677K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.38K+ 4.37% |
$259K - $275K
|
105K
$6.51M
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300+ 3.85% |
$17.7K - $18.8K
|
8.1K
$504K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.66% |
$177 - $188
|
456
$28.4K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 14.03% |
$276K - $293K
|
37.9K
$2.36M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-515- 2.26% |
$30.5K - $32.3K
|
22.3K
$1.39M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45.2K- 42.4% |
$2.67M - $2.83M
|
61.3K
$3.82M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
82.6KNew |
$4.88M - $5.18M
|
82.6K
$5.14M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$118 - $125
|
7.73K
$481K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-120- 3.4% |
$7.1K - $7.53K
|
3.41K
$212K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 16.37% |
$177K - $188K
|
15.3K
$953K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-705- 0.4% |
$41.7K - $44.2K
|
176K
$11M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-653- 1.77% |
$38.6K - $40.9K
|
36.3K
$2.26M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
533+ 0.18% |
$31.5K - $33.4K
|
299K
$18.6M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37New |
$2.19K - $2.32K
|
37
$2.3K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-247- 5.0% |
$14.6K - $15.5K
|
4.69K
$292K
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
10.8K+ 8.22% |
$640K - $678K
|
142K
$8.86M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-233- 3.38% |
$13.8K - $14.6K
|
6.66K
$414K
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-518- 5.32% |
$30.6K - $32.5K
|
9.21K
$573K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-342- 0.82% |
$20.2K - $21.4K
|
41.6K
$2.59M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
107K+ 2171.38% |
$6.32M - $6.7M
|
112K
$6.95M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
363+ 2.05% |
$21.5K - $22.8K
|
18.1K
$1.13M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.7K- 9.72% |
$1.64M - $1.74M
|
258K
$16M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-254- 3.71% |
$15K - $15.9K
|
6.59K
$410K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.3K- 22.08% |
$491K - $520K
|
29.3K
$1.82M
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 0.66% |
$177 - $188
|
456
$28.4K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$194K - $206K
|
3.29K
$204K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.01K- 2.1% |
$297K - $314K
|
234K
$14.6M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-930- 38.59% |
$55K - $58.3K
|
1.48K
$92.1K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.7KNew |
$1.17M - $1.24M
|
19.7K
$1.23M
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.42K+ 2.43% |
$83.9K - $88.9K
|
59.9K
$3.72M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
502+ 1.56% |
$29.7K - $31.5K
|
32.7K
$2.03M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54+ 0.83% |
$3.19K - $3.39K
|
6.55K
$408K
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-297- 2.45% |
$17.6K - $18.6K
|
11.8K
$735K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 4.03% |
$940K - $996K
|
410K
$25.5M
|