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 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.2K+ 4.47% |
$1.1M - $1.16M
|
518K
$32.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.96KNew |
$345K - $365K
|
6.96K
$433K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
512New |
$25.4K - $26.9K
|
512
$31.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
512New |
$25.4K - $26.9K
|
512
$31.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
47New |
$2.33K - $2.47K
|
47
$2.92K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
24+ 0.2% |
$1.19K - $1.26K
|
11.9K
$743K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
10New |
$496 - $525
|
10
$622
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.87% |
$99.1 - $105
|
232
$14.4K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
142K+ 289.71% |
$7.06M - $8.06M
|
190K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.49KNew |
$174K - $199K
|
3.49K
$217K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.92K+ 10.42% |
$145K - $166K
|
30.9K
$1.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.31KNew |
$65.2K - $74.5K
|
1.31K
$81.4K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.23KNew |
$61.1K - $69.8K
|
1.23K
$76.3K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
837New |
$41.7K - $47.7K
|
837
$52.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
470+ 388.43% |
$23.4K - $26.8K
|
591
$36.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
91New |
$4.54K - $5.18K
|
91
$5.66K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
70New |
$3.49K - $3.99K
|
70
$4.36K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
33+ 0.67% |
$1.65K - $1.88K
|
4.95K
$308K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.44KNew |
$262K - $304K
|
5.44K
$339K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.12K+ 13.21% |
$246K - $287K
|
43.9K
$2.73M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.41KNew |
$212K - $247K
|
4.41K
$275K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.28KNew |
$206K - $239K
|
4.28K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
4.12KNew |
$198K - $230K
|
4.12K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.83K+ 100.0% |
$136K - $158K
|
5.65K
$352K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.97% |
$57.4K - $66.7K
|
61.6K
$3.83M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
353New |
$17K - $19.7K
|
353
$22K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
333New |
$16K - $18.6K
|
333
$20.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
150New |
$7.22K - $8.39K
|
150
$9.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
150New |
$7.22K - $8.39K
|
150
$9.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
137New |
$6.59K - $7.66K
|
137
$8.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
78New |
$3.75K - $4.36K
|
78
$4.85K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60New |
$2.89K - $3.36K
|
60
$3.73K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
58New |
$2.79K - $3.24K
|
58
$3.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$866 - $1.01K
|
18
$1.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$337 - $392
|
7
$436
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1New |
$48.1 - $55.9
|
1
$62.2
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.53K+ 46.51% |
$410K - $481K
|
26.9K
$1.67M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
97New |
$4.66K - $5.46K
|
97
$6.04K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
14New |
$673 - $789
|
14
$871
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 0.15% |
$240 - $282
|
3.31K
$206K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.11KNew |
$202K - $234K
|
4.11K
$256K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
200New |
$9.84K - $11.4K
|
200
$12.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23+ 8.85% |
$1.13K - $1.31K
|
283
$17.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$1.13M - $1.25M
|
21.4K
$1.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
200+ 1.76% |
$10.5K - $11.7K
|
11.6K
$719K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100New |
$5.26K - $5.84K
|
100
$6.22K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.9KNew |
$1.53M - $1.69M
|
28.9K
$1.8M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
500New |
$26.5K - $29.3K
|
500
$31.1K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
427New |
$22.7K - $25K
|
427
$26.6K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.76KNew |
$197K - $210K
|
3.76K
$234K
|
|