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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.45% |
$60.5 - $65.6
|
225
$13.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 13.62% |
$691K - $749K
|
72.5K
$4.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.7K+ 27.87% |
$103K - $111K
|
7.8K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.4KNew |
$1.3M - $1.41M
|
21.4K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.88K- 6.43% |
$174K - $189K
|
41.9K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.62K- 21.16% |
$159K - $172K
|
9.76K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-185- 37.45% |
$11.2K - $12.1K
|
309
$18.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
463+ 15.11% |
$28K - $30.4K
|
3.53K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.01KNew |
$182K - $197K
|
3.01K
$178K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-250- 6.81% |
$15.1K - $16.4K
|
3.42K
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
119+ 11900.0% |
$7.2K - $7.8K
|
120
$7.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
177KNew |
$10.7M - $11.6M
|
177K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-61- 0.75% |
$3.69K - $4K
|
8.09K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.2K+ 58.01% |
$1.28M - $1.39M
|
57.7K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.62% |
$908 - $984
|
2.44K
$145K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$60.5 - $65.6
|
7.03K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.43KNew |
$208K - $225K
|
3.43K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-306- 8.16% |
$18.5K - $20.1K
|
3.45K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
12.1KNew |
$733K - $794K
|
12.1K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.11K+ 9.13% |
$67K - $72.6K
|
13.2K
$785K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.53K- 21.01% |
$334K - $362K
|
20.8K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 6.76% |
$71.3K - $77.2K
|
16.3K
$965K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.98KNew |
$302K - $327K
|
4.98K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-58- 1.1% |
$3.51K - $3.8K
|
5.23K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-49- 1.32% |
$2.96K - $3.21K
|
3.67K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
516+ 14.88% |
$31.2K - $33.8K
|
3.98K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.05% |
$60.5 - $65.6
|
1.83K
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.85KNew |
$354K - $383K
|
5.85K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
6+ 0.07% |
$363 - $393
|
8.33K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.51% |
$6.47K - $7.02K
|
20.9K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.06% |
$363 - $393
|
10.3K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.04K+ 2.29% |
$305K - $330K
|
225K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-18.1K- 53.26% |
$1.1M - $1.19M
|
15.9K
$944K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21.8KNew |
$1.32M - $1.43M
|
21.8K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
121+ 2.01% |
$7.32K - $7.93K
|
6.15K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-79- 1.52% |
$4.78K - $5.18K
|
5.11K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
453New |
$27.4K - $29.7K
|
453
$26.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.64K- 15.37% |
$160K - $173K
|
14.5K
$863K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-191- 2.25% |
$11.6K - $12.5K
|
8.28K
$492K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3.28K- 18.42% |
$199K - $215K
|
14.5K
$863K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.05K- 17.29% |
$185K - $200K
|
14.6K
$867K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12- 0.83% |
$726 - $787
|
1.43K
$85.1K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.9KNew |
$1.2M - $1.3M
|
19.9K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.21% |
$363 - $393
|
2.9K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
100New |
$6.05K - $6.56K
|
100
$5.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.39K+ 6.82% |
$84K - $91K
|
21.7K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.38K- 68.59% |
$83.5K - $90.5K
|
632
$37.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
288New |
$17.4K - $18.9K
|
288
$17.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 53.05% |
$12.1K - $13.1K
|
177
$10.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20+ 0.31% |
$1.21K - $1.31K
|
6.43K
$381K
|