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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-216Closed |
$11.4K - $12.6K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
200+ 1.76% |
$10.5K - $11.7K
|
11.6K
$722K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.9KNew |
$1.53M - $1.69M
|
28.9K
$1.81M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-845Closed |
$44.8K - $49.5K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
427New |
$22.7K - $25K
|
427
$26.7K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-4.43KClosed |
$235K - $259K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-151Closed |
$8.01K - $8.84K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
500New |
$26.5K - $29.3K
|
500
$31.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-15Closed |
$796 - $878
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-128Closed |
$6.79K - $7.49K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.09KClosed |
$164K - $181K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.11KClosed |
$271K - $299K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-150- 2.37% |
$7.96K - $8.78K
|
6.18K
$386K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-150Closed |
$7.96K - $8.78K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-9.7KClosed |
$515K - $568K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-50Closed |
$2.65K - $2.93K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7.65KClosed |
$406K - $448K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-150Closed |
$7.96K - $8.78K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-7.58KClosed |
$402K - $443K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-230- 32.81% |
$12.2K - $13.5K
|
471
$29.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-3.88KClosed |
$206K - $227K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-42Closed |
$2.23K - $2.46K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-52Closed |
$2.76K - $3.04K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-176Closed |
$9.34K - $10.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.44KClosed |
$338K - $359K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-4.32KClosed |
$227K - $241K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.81KClosed |
$200K - $212K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200Closed |
$10.5K - $11.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-16.8KClosed |
$884K - $939K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.4KClosed |
$599K - $636K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-72.2KClosed |
$3.79M - $4.03M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-21Closed |
$1.1K - $1.17K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.76KNew |
$197K - $210K
|
3.76K
$235K
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-6.1KClosed |
$320K - $341K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-700- 3.33% |
$36.8K - $39.1K
|
20.3K
$1.27M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.8KClosed |
$199K - $212K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.22KClosed |
$64.1K - $68.1K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-420Closed |
$22.1K - $23.4K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100New |
$5.25K - $5.58K
|
100
$6.25K
|
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-44.5KClosed |
$2.34M - $2.49M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8.93KClosed |
$470K - $491K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-66.6KClosed |
$3.51M - $3.66M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.18KClosed |
$273K - $285K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.04KClosed |
$160K - $167K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.32KClosed |
$227K - $237K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-281- 84.89% |
$14.8K - $15.4K
|
50
$3.13K
|
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.94KClosed |
$207K - $216K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.53KClosed |
$186K - $194K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.68KClosed |
$299K - $312K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-75Closed |
$3.95K - $4.12K
|
0
$0
|
|