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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.23KNew |
$61.1K - $69.8K
|
1.23K
$76.6K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-412K- 97.82% |
$20.5M - $23.5M
|
9.17K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.69K- 12.41% |
$84.5K - $96.5K
|
12K
$748K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.49KNew |
$174K - $199K
|
3.49K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-35.1KClosed |
$1.75M - $2M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
33+ 0.67% |
$1.65K - $1.88K
|
4.95K
$309K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
91New |
$4.54K - $5.18K
|
91
$5.69K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
70New |
$3.49K - $3.99K
|
70
$4.38K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-264- 6.2% |
$13.2K - $15K
|
4K
$250K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
142K+ 289.71% |
$7.06M - $8.06M
|
190K
$11.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
470+ 388.43% |
$23.4K - $26.8K
|
591
$36.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.69K- 13.65% |
$84.3K - $96.2K
|
10.7K
$669K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.31KNew |
$65.2K - $74.5K
|
1.31K
$81.8K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-2.3K- 5.06% |
$115K - $131K
|
43.1K
$2.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 33.33% |
$49.9 - $57
|
2
$125
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-282- 3.44% |
$14.1K - $16.1K
|
7.92K
$495K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.92K+ 10.42% |
$145K - $166K
|
30.9K
$1.93M
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-309- 6.28% |
$14.9K - $17.3K
|
4.61K
$288K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54.1KClosed |
$2.6M - $3.02M
|
0
$0
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.28KNew |
$206K - $239K
|
4.28K
$267K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.41KNew |
$212K - $247K
|
4.41K
$276K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
342New |
$16.5K - $19.1K
|
342
$21.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
150New |
$7.22K - $8.39K
|
150
$9.38K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.12K+ 13.21% |
$246K - $287K
|
43.9K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
137New |
$6.59K - $7.66K
|
137
$8.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
4.12KNew |
$198K - $230K
|
4.12K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
78New |
$3.75K - $4.36K
|
78
$4.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
150New |
$7.22K - $8.39K
|
150
$9.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$866 - $1.01K
|
18
$1.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$337 - $392
|
7
$438
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-103- 1.11% |
$4.95K - $5.76K
|
9.18K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.83K+ 100.0% |
$136K - $158K
|
5.65K
$353K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-26- 3.25% |
$1.25K - $1.45K
|
774
$48.4K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
333New |
$16K - $18.6K
|
333
$20.8K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60New |
$2.89K - $3.36K
|
60
$3.75K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.44KNew |
$262K - $304K
|
5.44K
$340K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-115- 1.63% |
$5.53K - $6.43K
|
6.94K
$434K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.11K- 2.51% |
$246K - $286K
|
198K
$12.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-450- 46.15% |
$21.6K - $25.2K
|
525
$32.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1New |
$48.1 - $55.9
|
1
$62.5
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
58New |
$2.79K - $3.24K
|
58
$3.63K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
130New |
$6.25K - $7.27K
|
130
$8.13K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.97% |
$57.4K - $66.7K
|
61.6K
$3.85M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
353New |
$17K - $19.7K
|
353
$22.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-346- 3.86% |
$16.6K - $19.4K
|
8.63K
$539K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-44Closed |
$2.11K - $2.48K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-17.8KClosed |
$857K - $1M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-35- 28.69% |
$1.68K - $1.97K
|
87
$5.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.53K+ 46.51% |
$410K - $481K
|
26.9K
$1.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-850- 1.23% |
$40.8K - $47.9K
|
68.4K
$4.28M
|
|