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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1K- 34.02% |
$55.7K - $62.9K
|
1.95K
$121K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
501+ 2.4% |
$27.8K - $31.4K
|
21.4K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-85- 5.74% |
$4.72K - $5.33K
|
1.4K
$87.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 11.82% |
$3.5K - $3.95K
|
470
$29.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
150+ 12.25% |
$8.34K - $9.41K
|
1.37K
$85.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.07K- 19.5% |
$226K - $255K
|
16.8K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.45% |
$111 - $125
|
444
$27.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.15K+ 64.52% |
$175K - $198K
|
8.04K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.42KNew |
$190K - $215K
|
3.42K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
888New |
$49.3K - $55.7K
|
888
$55.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-354- 0.93% |
$19.7K - $22.2K
|
37.6K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.25K- 24.34% |
$181K - $204K
|
10.1K
$631K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-22- 0.59% |
$1.22K - $1.38K
|
3.7K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 4.17% |
$55.6 - $62.7
|
25
$1.56K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.06% |
$333 - $376
|
10.6K
$662K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-625- 4.39% |
$34.7K - $39.2K
|
13.6K
$849K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.05KNew |
$225K - $254K
|
4.05K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70+ 1.09% |
$3.89K - $4.39K
|
6.5K
$405K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.61% |
$222 - $251
|
658
$41.1K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
870New |
$51.5K - $54.6K
|
870
$54.3K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.15% |
$355 - $376
|
4.12K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.7KNew |
$813K - $862K
|
13.7K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-153- 4.62% |
$9.05K - $9.59K
|
3.16K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.94K+ 30.34% |
$233K - $247K
|
16.9K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-215- 5.65% |
$12.7K - $13.5K
|
3.59K
$224K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 16.37% |
$177K - $188K
|
15.3K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$118 - $125
|
7.73K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
82.6KNew |
$4.88M - $5.18M
|
82.6K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.66% |
$177 - $188
|
456
$28.5K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37New |
$2.19K - $2.32K
|
37
$2.31K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
107K+ 2171.38% |
$6.32M - $6.7M
|
112K
$6.97M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$194K - $206K
|
3.29K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-118- 3.88% |
$6.98K - $7.4K
|
2.93K
$183K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.1K- 34.01% |
$124K - $132K
|
4.08K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
45+ 0.83% |
$2.66K - $2.82K
|
5.49K
$343K
|
|
|
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 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-24- 7.02% |
$1.42K - $1.51K
|
318
$19.8K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-91- 1.07% |
$5.38K - $5.71K
|
8.38K
$523K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
155+ 303.92% |
$9.38K - $10.2K
|
206
$12.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
16.4KNew |
$993K - $1.08M
|
16.4K
$1.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 4.17% |
$60.5 - $65.6
|
23
$1.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.03KNew |
$244K - $264K
|
4.03K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.08% |
$182 - $197
|
3.56K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
180New |
$10.9K - $11.8K
|
180
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.62KNew |
$280K - $303K
|
4.62K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
108New |
$6.54K - $7.08K
|
108
$6.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-531- 28.11% |
$32.1K - $34.8K
|
1.36K
$84.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.07% |
$242 - $262
|
5.35K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$968 - $1.05K
|
16
$999
|
|