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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
78New |
$3.75K - $4.36K
|
78
$4.87K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60New |
$2.89K - $3.36K
|
60
$3.74K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
58New |
$2.79K - $3.24K
|
58
$3.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$337 - $392
|
7
$437
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1New |
$48.1 - $55.9
|
1
$62.4
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.53K+ 46.51% |
$410K - $481K
|
26.9K
$1.68M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
97New |
$4.66K - $5.46K
|
97
$6.05K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
14New |
$673 - $789
|
14
$874
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 0.15% |
$240 - $282
|
3.31K
$207K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.11KNew |
$202K - $234K
|
4.11K
$257K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
200New |
$9.84K - $11.4K
|
200
$12.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23+ 8.85% |
$1.13K - $1.31K
|
283
$17.7K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$1.13M - $1.25M
|
21.4K
$1.34M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
200+ 1.76% |
$10.5K - $11.7K
|
11.6K
$721K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100New |
$5.26K - $5.84K
|
100
$6.24K
|
|
| 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
$31.2K
|
|
|
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
$235K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100New |
$5.25K - $5.58K
|
100
$6.24K
|
|
| Q4 2020 | |||||||
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
178New |
$7.41K - $8.57K
|
178
$11.1K
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
BUY
|
- |
83New |
$3.45K - $3.99K
|
83
$5.18K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
290New |
$10.7K - $13K
|
290
$18.1K
|
|
| Q1 2019 | |||||||
|
Apr 10, 2019
Q1 2019
|
Cordasco Financial Network
|
BUY
|
- |
424New |
$18.5K - $21.1K
|
424
$26.5K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
92.2KNew |
$4.33M - $4.56M
|
92.2K
$5.75M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$43.9 - $47.1
|
1
$62.4
|
|