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 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-118- 3.88% |
$6.98K - $7.4K
|
2.93K
$182K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
758+ 15.21% |
$44.8K - $47.5K
|
5.74K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.34K+ 4446.67% |
$316K - $335K
|
5.46K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.1KNew |
$3.79M - $4.02M
|
64.1K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-270- 2.77% |
$16K - $16.9K
|
9.49K
$591K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-130- 19.88% |
$7.69K - $8.15K
|
524
$32.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.24K- 32.25% |
$310K - $329K
|
11K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 13.4% |
$3.73K - $3.95K
|
533
$33.2K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-112- 2.19% |
$6.62K - $7.02K
|
5K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24+ 0.82% |
$1.42K - $1.51K
|
2.95K
$183K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.12K- 36.29% |
$126K - $133K
|
3.73K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.1K- 34.01% |
$124K - $132K
|
4.08K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4- 0.07% |
$237 - $251
|
6.15K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.89% |
$118 - $125
|
227
$14.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
147+ 4.27% |
$8.7K - $9.22K
|
3.59K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.73KNew |
$280K - $296K
|
4.73K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
239+ 6.0% |
$14.1K - $15K
|
4.22K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
45+ 0.83% |
$2.66K - $2.82K
|
5.49K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-620- 1.47% |
$36.7K - $38.9K
|
41.5K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-500- 16.63% |
$29.6K - $31.4K
|
2.51K
$156K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-316- 50.0% |
$18.7K - $19.8K
|
316
$19.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
54+ 1.47% |
$3.19K - $3.39K
|
3.72K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.68K+ 0.49% |
$99.5K - $105K
|
344K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.01K- 0.66% |
$119K - $126K
|
304K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.18K+ 137.73% |
$366K - $388K
|
10.7K
$664K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
100New |
$5.92K - $6.27K
|
100
$6.22K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.15% |
$473 - $502
|
5.24K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-24- 7.02% |
$1.42K - $1.51K
|
318
$19.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-85- 0.58% |
$5.03K - $5.33K
|
14.5K
$903K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-869- 4.0% |
$51.4K - $54.5K
|
20.9K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-267- 2.02% |
$15.8K - $16.7K
|
13K
$806K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32+ 0.24% |
$1.89K - $2.01K
|
13.4K
$831K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22K- 49.99% |
$1.3M - $1.38M
|
22K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
585+ 4.03% |
$34.6K - $36.7K
|
15.1K
$941K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-184- 3.79% |
$10.9K - $11.5K
|
4.67K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.1K+ 0.69% |
$184K - $195K
|
453K
$28.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-114- 1.81% |
$6.74K - $7.15K
|
6.18K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30New |
$1.77K - $1.88K
|
30
$1.87K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-91- 1.07% |
$5.38K - $5.71K
|
8.38K
$521K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-210- 26.28% |
$12.4K - $13.2K
|
589
$36.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
113KNew |
$6.66M - $7.06M
|
113K
$7.01M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
23+ 0.14% |
$1.36K - $1.44K
|
16.4K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.11K- 32.77% |
$184K - $195K
|
6.37K
$396K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-900- 4.06% |
$53.2K - $56.4K
|
21.3K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-54- 0.46% |
$3.19K - $3.39K
|
11.8K
$732K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
399New |
$23.6K - $25K
|
399
$24.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
687+ 174.81% |
$40.6K - $43.1K
|
1.08K
$67.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
10.6K+ 46.61% |
$626K - $663K
|
33.3K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-284- 4.59% |
$16.8K - $17.8K
|
5.91K
$367K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.42% |
$887 - $941
|
3.58K
$223K
|