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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-15- 0.81% |
$815 - $916
|
1.83K
$115K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.83K- 29.6% |
$479K - $539K
|
21K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-203- 1.14% |
$11K - $12.4K
|
17.7K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-304- 2.87% |
$16.5K - $18.6K
|
10.3K
$644K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
3.67KNew |
$199K - $224K
|
3.67K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
544+ 60.31% |
$29.5K - $33.2K
|
1.45K
$90.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
3.75K+ 1.73% |
$203K - $229K
|
220K
$13.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-208- 3.16% |
$11.3K - $12.7K
|
6.37K
$398K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 13.4% |
$147K - $165K
|
17.4K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1- 0.01% |
$54.3 - $61
|
6.84K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-66- 0.77% |
$3.58K - $4.03K
|
8.47K
$530K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-160- 3.73% |
$8.69K - $9.77K
|
4.12K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.54% |
$272 - $305
|
928
$58K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.11K- 5.85% |
$60.1K - $67.5K
|
17.8K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.31K+ 2.29% |
$71.1K - $79.9K
|
58.5K
$3.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.15K- 2.38% |
$334K - $375K
|
252K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.88K+ 7.6% |
$374K - $420K
|
97.5K
$6.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.17K- 17.01% |
$63.8K - $71.7K
|
5.73K
$358K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.09KNew |
$277K - $311K
|
5.09K
$318K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-454- 6.5% |
$24.7K - $27.7K
|
6.53K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-635- 15.86% |
$34.5K - $38.8K
|
3.37K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-276- 3.5% |
$15K - $16.8K
|
7.61K
$476K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$109 - $122
|
7.72K
$483K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.14% |
$217 - $244
|
2.89K
$181K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-924- 7.02% |
$50.2K - $56.4K
|
12.2K
$765K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.35K+ 36.78% |
$73.2K - $82.3K
|
5.01K
$313K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.55KNew |
$193K - $217K
|
3.55K
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.87K+ 71.32% |
$102K - $114K
|
4.49K
$281K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-7.9K- 62.8% |
$429K - $482K
|
4.68K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.03KNew |
$273K - $307K
|
5.03K
$314K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-514- 66.58% |
$27.9K - $31.4K
|
258
$16.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-505- 7.57% |
$27.4K - $30.8K
|
6.16K
$385K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.47% |
$163 - $183
|
644
$40.3K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1K- 17.09% |
$54.3K - $61K
|
4.85K
$303K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112+ 1.91% |
$6.08K - $6.84K
|
5.98K
$374K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.24K+ 22.69% |
$122K - $137K
|
12.1K
$758K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.36K- 5.74% |
$73.9K - $83K
|
22.3K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 0.37% |
$760 - $855
|
3.75K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.83K- 0.79% |
$154K - $173K
|
356K
$22.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-548- 7.88% |
$29.8K - $33.4K
|
6.41K
$400K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-375- 10.97% |
$20.4K - $22.9K
|
3.04K
$190K
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
102+ 0.33% |
$5.54K - $6.23K
|
31.3K
$1.96M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
960New |
$52.1K - $58.6K
|
960
$60K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.84K- 12.37% |
$418K - $446K
|
55.6K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.38K- 98.8% |
$447K - $477K
|
102
$6.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$53.4 - $56.9
|
2.01K
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
39New |
$2.08K - $2.22K
|
39
$2.44K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-43- 97.73% |
$2.29K - $2.45K
|
1
$62.5
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-437- 8.07% |
$23.3K - $24.9K
|
4.98K
$311K
|
|