Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.03K+ 54.72% |
$486K - $526K
|
22.7K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.68K+ 799.79% |
$465K - $503K
|
8.64K
$534K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.86KNew |
$294K - $319K
|
4.86K
$300K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.14K+ 33.61% |
$130K - $140K
|
8.51K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
810+ 6.47% |
$49K - $53.1K
|
13.3K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
763+ 2.44% |
$46.2K - $50K
|
32.1K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
409+ 0.98% |
$24.7K - $26.8K
|
42.1K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
48+ 0.63% |
$2.9K - $3.15K
|
7.66K
$473K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
47+ 5.06% |
$2.84K - $3.08K
|
975
$60.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11+ 0.31% |
$666 - $721
|
3.56K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.62% |
$242 - $262
|
648
$40.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-50- 1.01% |
$3.03K - $3.28K
|
4.89K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-65- 0.44% |
$3.93K - $4.26K
|
14.8K
$913K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-101- 2.19% |
$6.11K - $6.62K
|
4.51K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-771- 11.81% |
$46.7K - $50.6K
|
5.76K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.03K- 19.69% |
$62.3K - $67.5K
|
4.2K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.2K- 45.73% |
$680K - $737K
|
13.3K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14.4K- 4.04% |
$871K - $943K
|
342K
$21.1M
|