Latest Institutional Purchases of Invesco ETF Tr Ii S&P Midcap L (XMLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Midcap L (XMLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54+ 0.83% |
$3.19K - $3.39K
|
6.55K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
54+ 1.47% |
$3.19K - $3.39K
|
3.72K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
45+ 0.83% |
$2.66K - $2.82K
|
5.49K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37New |
$2.19K - $2.32K
|
37
$2.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32+ 0.24% |
$1.89K - $2.01K
|
13.4K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31+ 0.59% |
$1.83K - $1.94K
|
5.33K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30New |
$1.77K - $1.88K
|
30
$1.87K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24+ 0.82% |
$1.42K - $1.51K
|
2.95K
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
23+ 0.14% |
$1.36K - $1.44K
|
16.4K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
22+ 0.49% |
$1.3K - $1.38K
|
4.52K
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.42% |
$887 - $941
|
3.58K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.15% |
$473 - $502
|
5.24K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
7+ 0.08% |
$414 - $439
|
8.34K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 0.24% |
$414 - $439
|
2.91K
$181K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.15% |
$355 - $376
|
4.12K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.93% |
$355 - $376
|
654
$40.7K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
5+ 0.73% |
$296 - $314
|
689
$42.9K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.11% |
$237 - $251
|
3.58K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4+ 0.91% |
$237 - $251
|
442
$27.5K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.66% |
$177 - $188
|
456
$28.4K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 0.66% |
$177 - $188
|
456
$28.4K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$118 - $125
|
7.73K
$481K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.89% |
$118 - $125
|
227
$14.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.67% |
$118 - $125
|
302
$18.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.4KNew |
$1.3M - $1.41M
|
21.4K
$1.33M
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
16.4KNew |
$993K - $1.08M
|
16.4K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.3KNew |
$746K - $809K
|
12.3K
$767K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.12K+ 62.25% |
$492K - $533K
|
21.2K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.04K+ 2.29% |
$305K - $330K
|
225K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.62KNew |
$280K - $303K
|
4.62K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.03KNew |
$244K - $264K
|
4.03K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.43KNew |
$208K - $225K
|
3.43K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.45KNew |
$87.4K - $94.7K
|
1.45K
$89.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
810+ 6.47% |
$49K - $53.1K
|
13.3K
$829K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
735New |
$44.5K - $48.2K
|
735
$45.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
288New |
$17.4K - $18.9K
|
288
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
180New |
$10.9K - $11.8K
|
180
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
108New |
$6.54K - $7.08K
|
108
$6.72K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
100New |
$6.05K - $6.56K
|
100
$6.22K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
47+ 5.06% |
$2.84K - $3.08K
|
975
$60.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20+ 0.31% |
$1.21K - $1.31K
|
6.43K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$968 - $1.05K
|
16
$996
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.07% |
$242 - $262
|
5.35K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.08% |
$182 - $197
|
3.56K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.05% |
$60.5 - $65.6
|
1.83K
$114K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
187KNew |
$10.2M - $11.4M
|
187K
$11.6M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
18.3KNew |
$994K - $1.12M
|
18.3K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.88K+ 7.6% |
$374K - $420K
|
97.5K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 84.94% |
$307K - $345K
|
12.3K
$765K
|
|