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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.95K+ 6.45% |
$275K - $311K
|
81.7K
$5.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-299- 1.34% |
$16.6K - $18.8K
|
22K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
860New |
$47.8K - $53.9K
|
860
$53.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18+ 0.54% |
$1K - $1.13K
|
3.34K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
354+ 5.32% |
$19.7K - $22.2K
|
7.01K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
3.08K+ 25.48% |
$171K - $193K
|
15.2K
$941K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.58K+ 3.21% |
$254K - $287K
|
147K
$9.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-326- 2.23% |
$18.1K - $20.4K
|
14.3K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.71K+ 2.21% |
$150K - $170K
|
125K
$7.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-72- 4.98% |
$4K - $4.52K
|
1.37K
$85.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6+ 0.87% |
$333 - $376
|
695
$43.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.6KNew |
$1.7M - $1.92M
|
30.6K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 2.49% |
$4.72K - $5.33K
|
3.32K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
39+ 0.56% |
$2.17K - $2.45K
|
6.96K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.37KNew |
$465K - $525K
|
8.37K
$519K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 51.96% |
$11.8M - $13.4M
|
623K
$38.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21- 0.13% |
$1.17K - $1.32K
|
16.5K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.54K- 10.61% |
$85.6K - $96.6K
|
13K
$805K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.06% |
$278 - $314
|
8.34K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.37K+ 56.87% |
$132K - $149K
|
6.54K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.32KNew |
$184K - $208K
|
3.32K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
41+ 0.64% |
$2.28K - $2.57K
|
6.41K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.62% |
$834 - $941
|
2.44K
$151K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38.7K+ 6067.08% |
$2.15M - $2.43M
|
39.3K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.75K+ 34.03% |
$208K - $235K
|
14.8K
$915K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-6.11K- 33.8% |
$340K - $383K
|
12K
$742K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 5.04% |
$117K - $132K
|
43.7K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-324- 0.63% |
$18K - $20.3K
|
51.2K
$3.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
1.54K+ 14.4% |
$85.7K - $96.8K
|
12.3K
$760K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.54K- 83.74% |
$85.3K - $96.3K
|
298
$18.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.27K- 5.69% |
$70.5K - $79.5K
|
21K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
336+ 6.34% |
$18.7K - $21.1K
|
5.63K
$349K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.7K- 12.27% |
$1.6M - $1.8M
|
205K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4+ 0.88% |
$222 - $251
|
460
$28.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.44% |
$55.6 - $62.7
|
228
$14.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 14.84% |
$78.3K - $88.4K
|
10.9K
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-422- 0.71% |
$23.5K - $26.5K
|
59.4K
$3.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
576+ 0.9% |
$32K - $36.1K
|
64.7K
$4.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-96.3K- 67.64% |
$5.35M - $6.04M
|
46.1K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-567- 9.23% |
$31.5K - $35.6K
|
5.58K
$346K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-350- 7.0% |
$19.4K - $22K
|
4.65K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-226- 2.12% |
$12.6K - $14.2K
|
10.4K
$648K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
83+ 1.97% |
$4.61K - $5.21K
|
4.31K
$267K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-687- 63.61% |
$38.2K - $43.1K
|
393
$24.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.37K- 98.46% |
$299K - $337K
|
84
$5.21K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 50.0% |
$5.56K - $6.27K
|
100
$6.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
13+ 0.21% |
$722 - $815
|
6.19K
$384K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.3K+ 18.17% |
$4.58M - $5.17M
|
536K
$33.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
23New |
$1.28K - $1.44K
|
23
$1.43K
|