Latest Institutional Purchases of Invesco ETF Tr Ii S&P Midcap L (XMLV)

XMLV Quotes by TradingView

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
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
217
New
$10.3K - $11.6K
217 $13.6K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
193
New
$9.17K - $10.3K
193 $12.1K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
141
New
$6.7K - $7.54K
141 $8.82K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
59
New
$2.8K - $3.15K
59 $3.69K
Feb 08, 2024 Q4 2023
True Wealth Advisors, LLC

BUY
 -
9
+ 0.2%
$428 - $481
4.59K $287K
Q3 2023
Nov 13, 2023 Q3 2023
Destiny Capital Securities Corporation

Golden, CO
BUY
 -
16.4K
New
$804K - $882K
16.4K $1.02M
Dec 04, 2023 Q3 2023
Wt Wealth Management

BUY
 -
813
+ 2.81%
$39.9K - $43.8K
29.7K $1.86M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
33
New
$1.62K - $1.78K
33 $2.06K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
20
New
$983 - $1.08K
20 $1.25K
Q2 2023
Aug 14, 2023 Q2 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
44.6K
New
$2.21M - $2.34M
44.6K $2.79M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
6.96K
New
$345K - $365K
6.96K $435K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
6.36K
New
$315K - $334K
6.36K $397K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
512
New
$25.4K - $26.9K
512 $32K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
512
New
$25.4K - $26.9K
512 $32K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
51
New
$2.53K - $2.68K
51 $3.19K
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
47
New
$2.33K - $2.47K
47 $2.94K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

BUY
 -
24
+ 0.2%
$1.19K - $1.26K
11.9K $746K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
10
New
$496 - $525
10 $625
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
2
+ 0.87%
$99.1 - $105
232 $14.5K
Q1 2023
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
142K
+ 289.71%
$7.06M - $8.06M
190K $11.9M
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.49K
New
$174K - $199K
3.49K $218K
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

BUY
 -
2.92K
+ 10.42%
$145K - $166K
30.9K $1.93M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.31K
New
$65.2K - $74.5K
1.31K $81.8K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.23K
New
$61.1K - $69.8K
1.23K $76.6K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
837
New
$41.7K - $47.7K
837 $52.3K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
470
+ 388.43%
$23.4K - $26.8K
591 $36.9K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
91
New
$4.54K - $5.18K
91 $5.69K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
70
New
$3.49K - $3.99K
70 $4.38K
May 11, 2023 Q1 2023
Planning Directions Inc

BUY
 -
33
+ 0.67%
$1.65K - $1.88K
4.95K $309K
Q4 2022
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

BUY
 -
5.44K
New
$262K - $304K
5.44K $340K
Feb 15, 2023 Q4 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
5.12K
+ 13.21%
$246K - $287K
43.9K $2.75M
Apr 03, 2023 Q4 2022
Legacy Trust

Grand Rapids, MI
BUY
 -
4.41K
New
$212K - $247K
4.41K $276K
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
4.28K
New
$206K - $239K
4.28K $267K
Feb 14, 2023 Q4 2022
Roof Eidam & Maycock

BUY
 -
4.12K
New
$198K - $230K
4.12K $258K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
2.83K
+ 100.0%
$136K - $158K
5.65K $353K
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
 -
353
New
$17K - $19.7K
353 $22.1K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
342
New
$16.5K - $19.1K
342 $21.4K
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
333
New
$16K - $18.6K
333 $20.8K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
150
New
$7.22K - $8.39K
150 $9.38K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
150
New
$7.22K - $8.39K
150 $9.38K
Feb 14, 2023 Q4 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
137
New
$6.59K - $7.66K
137 $8.57K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
130
New
$6.25K - $7.27K
130 $8.13K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
78
New
$3.75K - $4.36K
78 $4.88K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
60
New
$2.89K - $3.36K
60 $3.75K
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
58
New
$2.79K - $3.24K
58 $3.63K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
18
New
$866 - $1.01K
18 $1.13K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
7
New
$337 - $392
7 $438
Feb 07, 2023 Q4 2022
Cutler Group LP

BUY
 -
1
New
$48.1 - $55.9
1 $62.5

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