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 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.67K+ 105.63% |
$454K - $489K
|
16.9K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.86KNew |
$307K - $331K
|
5.86K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
64+ 0.17% |
$3.35K - $3.61K
|
38.6K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.9K+ 193.06% |
$728K - $784K
|
21.1K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.65K- 97.72% |
$191K - $206K
|
85
$5.3K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
348New |
$18.2K - $19.6K
|
348
$21.7K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
185New |
$9.68K - $10.4K
|
185
$11.5K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-860- 17.4% |
$45K - $48.5K
|
4.08K
$255K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-431- 9.52% |
$22.6K - $24.3K
|
4.1K
$256K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
47New |
$2.46K - $2.65K
|
47
$2.93K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-710- 12.88% |
$37.2K - $40K
|
4.8K
$300K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.27K+ 6.85% |
$380K - $410K
|
113K
$7.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1KNew |
$52.4K - $56.4K
|
1K
$62.4K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-19- 4.69% |
$903 - $1.02K
|
386
$24.1K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
59New |
$2.8K - $3.15K
|
59
$3.68K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
193New |
$9.17K - $10.3K
|
193
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.1KNew |
$385K - $433K
|
8.1K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-625- 93.28% |
$29.7K - $33.4K
|
45
$2.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$212K - $239K
|
4.47K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-241- 1.52% |
$11.5K - $12.9K
|
15.6K
$972K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$514K - $578K
|
10.8K
$675K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-819- 26.06% |
$38.9K - $43.8K
|
2.32K
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.7KNew |
$80.7K - $90.8K
|
1.7K
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.2% |
$428 - $481
|
4.59K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.85K- 36.54% |
$183K - $206K
|
6.68K
$417K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
217New |
$10.3K - $11.6K
|
217
$13.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.68K- 37.84% |
$175K - $197K
|
6.04K
$377K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-195K- 99.8% |
$9.26M - $10.4M
|
395
$24.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.03K+ 5.09% |
$48.9K - $54.9K
|
21.2K
$1.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
141New |
$6.7K - $7.54K
|
141
$8.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-456- 7.45% |
$21.7K - $24.4K
|
5.66K
$353K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.52K- 26.86% |
$72.1K - $81.1K
|
4.13K
$258K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
813+ 2.81% |
$39.9K - $43.8K
|
29.7K
$1.86M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$983 - $1.08K
|
20
$1.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
16.4KNew |
$804K - $882K
|
16.4K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$1.62K - $1.78K
|
33
$2.06K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-80- 1.03% |
$3.93K - $4.31K
|
7.67K
$479K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.39K- 90.26% |
$68.3K - $75K
|
150
$9.36K
|
|
| 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
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
44.6KNew |
$2.21M - $2.34M
|
44.6K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-697- 7.1% |
$34.5K - $36.6K
|
9.12K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-50- 1.1% |
$2.48K - $2.62K
|
4.5K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.96KNew |
$345K - $365K
|
6.96K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.2K+ 4.47% |
$1.1M - $1.16M
|
518K
$32.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
47New |
$2.33K - $2.47K
|
47
$2.93K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
512New |
$25.4K - $26.9K
|
512
$32K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
512New |
$25.4K - $26.9K
|
512
$32K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
24+ 0.2% |
$1.19K - $1.26K
|
11.9K
$745K
|
|