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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-280Closed |
$14.7K - $15.4K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.24KClosed |
$329K - $343K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-326Closed |
$17.2K - $17.9K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-462Closed |
$24.3K - $25.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.73KClosed |
$224K - $250K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.4KClosed |
$826K - $922K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125Closed |
$5.93K - $6.62K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-8.76KClosed |
$415K - $464K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29Closed |
$1.38K - $1.53K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Advisor Os, LLC
|
SELL
|
- |
-14.1KClosed |
$667K - $745K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-28.4KClosed |
$1.35M - $1.5M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.9KClosed |
$515K - $575K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-65Closed |
$3.08K - $3.44K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-5.56KClosed |
$264K - $294K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-3.72KClosed |
$176K - $197K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-14.9KClosed |
$707K - $789K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.45KClosed |
$68.8K - $76.7K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.48KClosed |
$70K - $78.1K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-5.09KClosed |
$241K - $269K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.11KClosed |
$337K - $390K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$216K - $250K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-116KClosed |
$4.82M - $5.58M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-70.6KClosed |
$2.94M - $3.4M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.35KClosed |
$223K - $258K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.16KClosed |
$48.3K - $55.9K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-304Closed |
$12.6K - $14.6K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Courier Capital LLC
|
SELL
|
- |
-6.56KClosed |
$273K - $316K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-294Closed |
$12.2K - $14.1K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-643Closed |
$26.8K - $30.9K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-74KClosed |
$3.08M - $3.56M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
BUY
|
- |
83New |
$3.45K - $3.99K
|
83
$5.19K
|
|
|
Jan 26, 2021
Q4 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-28KClosed |
$1.17M - $1.35M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Lake Street Financial LLC
|
SELL
|
- |
-93KClosed |
$3.87M - $4.48M
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-519Closed |
$21.6K - $25K
|
0
$0
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
178New |
$7.41K - $8.57K
|
178
$11.1K
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-25.3KClosed |
$1.02M - $1.13M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-73Closed |
$2.95K - $3.24K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.44KClosed |
$260K - $286K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
$40.5 - $44.4
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-918Closed |
$37.1K - $40.8K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 33.33% |
$4.05K - $4.44K
|
200
$12.5K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-375Closed |
$15.2K - $16.7K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
SELL
|
- |
-154Closed |
$6.23K - $6.84K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.34KClosed |
$216K - $237K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-49.1KClosed |
$1.99M - $2.18M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.34KClosed |
$216K - $237K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-73.1KClosed |
$2.96M - $3.25M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Ballast, Inc.
|
SELL
|
- |
-102KClosed |
$4.11M - $4.52M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-111Closed |
$4.49K - $4.93K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-164Closed |
$6.63K - $7.29K
|
0
$0
|
|