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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-231- 4.47% |
$14K - $15.1K
|
4.94K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-400- 8.25% |
$24.2K - $26.2K
|
4.45K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
810+ 6.47% |
$49K - $53.1K
|
13.3K
$791K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
409+ 0.98% |
$24.7K - $26.8K
|
42.1K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-101- 2.19% |
$6.11K - $6.62K
|
4.51K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.2K- 45.73% |
$680K - $737K
|
13.3K
$791K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-50- 1.01% |
$3.03K - $3.28K
|
4.89K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.03K- 19.69% |
$62.3K - $67.5K
|
4.2K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14.4K- 4.04% |
$871K - $943K
|
342K
$20.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
47+ 5.06% |
$2.84K - $3.08K
|
975
$57.9K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.86KNew |
$294K - $319K
|
4.86K
$288K
|
|
| Q3 2024 | |||||||
|
Mar 18, 2025
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-79.7K- 72.17% |
$4.33M - $4.87M
|
30.7K
$1.82M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.08K- 4.62% |
$330K - $371K
|
125K
$7.45M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
18.3KNew |
$994K - $1.12M
|
18.3K
$1.09M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-123- 2.44% |
$6.68K - $7.51K
|
4.92K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25- 19.23% |
$1.36K - $1.53K
|
105
$6.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 84.94% |
$307K - $345K
|
12.3K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-111- 10.61% |
$6.03K - $6.78K
|
935
$55.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 66.67% |
$109 - $122
|
1
$59.4
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
390+ 9.51% |
$21.2K - $23.8K
|
4.49K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$178K - $201K
|
3.29K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76New |
$4.13K - $4.64K
|
76
$4.51K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-143- 1.63% |
$7.77K - $8.73K
|
8.62K
$511K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.76K- 4.74% |
$258K - $290K
|
95.7K
$5.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
206New |
$11.2K - $12.6K
|
206
$12.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52- 0.54% |
$2.82K - $3.17K
|
9.62K
$571K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.56KNew |
$193K - $217K
|
3.56K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
3.16K+ 41.8% |
$172K - $193K
|
10.7K
$636K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$66.6K - $74.8K
|
1.23K
$72.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
194New |
$10.5K - $11.8K
|
194
$11.5K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.77K- 71.6% |
$95.9K - $108K
|
700
$41.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
187KNew |
$10.2M - $11.4M
|
187K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1- 0.01% |
$54.3 - $61
|
6.84K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$109 - $122
|
7.72K
$458K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.09KNew |
$277K - $311K
|
5.09K
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.17K- 17.01% |
$63.8K - $71.7K
|
5.73K
$340K
|
|
|
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
$3.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.88K+ 7.6% |
$374K - $420K
|
97.5K
$5.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-635- 15.86% |
$34.5K - $38.8K
|
3.37K
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.35K+ 36.78% |
$73.2K - $82.3K
|
5.01K
$298K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.87K+ 71.32% |
$102K - $114K
|
4.49K
$267K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-7.9K- 62.8% |
$429K - $482K
|
4.68K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-514- 66.58% |
$27.9K - $31.4K
|
258
$15.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-375- 10.97% |
$20.4K - $22.9K
|
3.04K
$181K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.84K- 12.37% |
$418K - $446K
|
55.6K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.38K- 98.8% |
$447K - $477K
|
102
$6.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
39New |
$2.08K - $2.22K
|
39
$2.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-437- 8.07% |
$23.3K - $24.9K
|
4.98K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.46KNew |
$78K - $83.2K
|
1.46K
$86.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.8K+ 4.27% |
$844K - $900K
|
386K
$22.9M
|
|