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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
514+ 1.25% |
$27.4K - $29.3K
|
41.8K
$2.54M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
501+ 1.58% |
$26.7K - $28.5K
|
32.1K
$1.95M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
435New |
$23.2K - $24.8K
|
435
$26.5K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
387+ 1.05% |
$20.7K - $22K
|
37.3K
$2.27M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
333+ 0.33% |
$17.8K - $19K
|
101K
$6.11M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
290New |
$15.5K - $16.5K
|
290
$17.6K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
286+ 1.74% |
$15.3K - $16.3K
|
16.7K
$1.02M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
276New |
$14.7K - $15.7K
|
276
$16.8K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
209+ 1.45% |
$11.2K - $11.9K
|
14.6K
$889K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
176+ 4.99% |
$9.39K - $10K
|
3.7K
$225K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
70New |
$3.74K - $3.99K
|
70
$4.26K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
68+ 0.86% |
$3.63K - $3.87K
|
8K
$486K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
51+ 0.55% |
$2.72K - $2.9K
|
9.37K
$569K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
39New |
$2.08K - $2.22K
|
39
$2.37K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39+ 0.54% |
$2.08K - $2.22K
|
7.32K
$445K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34+ 0.49% |
$1.81K - $1.94K
|
6.99K
$425K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
29+ 0.3% |
$1.55K - $1.65K
|
9.74K
$593K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24+ 6.5% |
$1.28K - $1.37K
|
393
$23.9K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.08% |
$801 - $854
|
17.9K
$1.09M
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
6+ 0.07% |
$320 - $342
|
8.54K
$519K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.07% |
$213 - $228
|
5.95K
$362K
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$107 - $114
|
16.4K
$996K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$53.4 - $56.9
|
2.01K
$122K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.9K+ 193.06% |
$728K - $784K
|
21.1K
$1.28M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$611K - $658K
|
11.7K
$709K
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.85KNew |
$463K - $499K
|
8.85K
$538K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.67K+ 105.63% |
$454K - $489K
|
16.9K
$1.03M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.27K+ 6.85% |
$380K - $410K
|
113K
$6.89M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.86KNew |
$307K - $331K
|
5.86K
$356K
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.56KNew |
$186K - $201K
|
3.56K
$216K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.83KNew |
$96K - $103K
|
1.83K
$111K
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1KNew |
$52.4K - $56.4K
|
1K
$60.8K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
870New |
$45.5K - $49.1K
|
870
$52.9K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
417New |
$21.8K - $23.5K
|
417
$25.4K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
348New |
$18.2K - $19.6K
|
348
$21.2K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
185New |
$9.68K - $10.4K
|
185
$11.2K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
124+ 3.97% |
$6.49K - $6.99K
|
3.25K
$198K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
111+ 11.87% |
$5.81K - $6.26K
|
1.05K
$63.6K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
86New |
$4.5K - $4.85K
|
86
$5.23K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86New |
$4.5K - $4.85K
|
86
$5.23K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76New |
$3.98K - $4.29K
|
76
$4.62K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
64+ 0.17% |
$3.35K - $3.61K
|
38.6K
$2.35M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
47New |
$2.46K - $2.65K
|
47
$2.86K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24New |
$1.26K - $1.35K
|
24
$1.46K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$514K - $578K
|
10.8K
$657K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.2KNew |
$485K - $545K
|
10.2K
$620K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.1KNew |
$385K - $433K
|
8.1K
$492K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$212K - $239K
|
4.47K
$272K
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.82K+ 27.3% |
$86.3K - $97K
|
8.47K
$515K
|