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 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.1KNew |
$385K - $433K
|
8.1K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10- 29.41% |
$475 - $534
|
24
$1.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.11K- 36.91% |
$52.5K - $59.1K
|
1.89K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-241- 1.52% |
$11.5K - $12.9K
|
15.6K
$986K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-819- 26.06% |
$38.9K - $43.8K
|
2.32K
$147K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$514K - $578K
|
10.8K
$684K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.7KNew |
$80.7K - $90.8K
|
1.7K
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-50- 3.92% |
$2.38K - $2.67K
|
1.22K
$77.4K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.2% |
$428 - $481
|
4.59K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.85K- 36.54% |
$183K - $206K
|
6.68K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48- 0.96% |
$2.28K - $2.57K
|
4.94K
$312K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
217New |
$10.3K - $11.6K
|
217
$13.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.68K- 37.84% |
$175K - $197K
|
6.04K
$382K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-195K- 99.8% |
$9.26M - $10.4M
|
395
$25K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.82K+ 27.3% |
$86.3K - $97K
|
8.47K
$536K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.03K+ 5.09% |
$48.9K - $54.9K
|
21.2K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
141New |
$6.7K - $7.54K
|
141
$8.92K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-456- 7.45% |
$21.7K - $24.4K
|
5.66K
$358K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.52K- 26.86% |
$72.1K - $81.1K
|
4.13K
$262K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$983 - $1.08K
|
20
$1.27K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
813+ 2.81% |
$39.9K - $43.8K
|
29.7K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 57.14% |
$197 - $216
|
3
$190
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
16.4KNew |
$804K - $882K
|
16.4K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$1.62K - $1.78K
|
33
$2.09K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-103- 0.95% |
$5.06K - $5.55K
|
10.8K
$682K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-80- 1.03% |
$3.93K - $4.31K
|
7.67K
$485K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.39K- 90.26% |
$68.3K - $75K
|
150
$9.49K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-56Closed |
$2.77K - $2.94K
|
0
$0
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.44K- 40.45% |
$220K - $233K
|
6.54K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-697- 7.1% |
$34.5K - $36.6K
|
9.12K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.36KNew |
$315K - $334K
|
6.36K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
44.6KNew |
$2.21M - $2.34M
|
44.6K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-50- 1.1% |
$2.48K - $2.62K
|
4.5K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-480- 62.5% |
$23.8K - $25.2K
|
288
$18.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.2K+ 4.47% |
$1.1M - $1.16M
|
518K
$32.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.96KNew |
$345K - $365K
|
6.96K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
47New |
$2.33K - $2.47K
|
47
$2.97K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
512New |
$25.4K - $26.9K
|
512
$32.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
512New |
$25.4K - $26.9K
|
512
$32.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
24+ 0.2% |
$1.19K - $1.26K
|
11.9K
$755K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
10New |
$496 - $525
|
10
$633
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.48K- 17.63% |
$73.5K - $77.9K
|
6.93K
$439K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51New |
$2.53K - $2.68K
|
51
$3.23K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.87% |
$99.1 - $105
|
232
$14.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-40- 26.85% |
$1.98K - $2.1K
|
109
$6.9K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
837New |
$41.7K - $47.7K
|
837
$53K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.23KNew |
$61.1K - $69.8K
|
1.23K
$77.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.69K- 12.41% |
$84.5K - $96.5K
|
12K
$757K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.49KNew |
$174K - $199K
|
3.49K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-412K- 97.82% |
$20.5M - $23.5M
|
9.17K
$580K
|
|