Latest Institutional Transactions on Invesco ETF Fd Tr Invesco S&P (XMVM)
This table provides information on the latest institutional transactions involving Invesco ETF Fd Tr Invesco S&P (XMVM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
296New |
$16.2K - $18.4K
|
296
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.1K+ 6.8% |
$825K - $937K
|
237K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4K+ 18.52% |
$218K - $248K
|
25.6K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.06K- 18.9% |
$167K - $190K
|
13.1K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5KNew |
$273K - $310K
|
5K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1K+ 3.93% |
$552K - $627K
|
267K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
618+ 12.27% |
$33.8K - $38.3K
|
5.66K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-273- 2.62% |
$14.9K - $16.9K
|
10.1K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.19K- 6.49% |
$283K - $322K
|
74.7K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.4K+ 67.29% |
$3.96M - $4.49M
|
180K
$9.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.95K+ 12.69% |
$379K - $431K
|
61.7K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
58New |
$3.17K - $3.6K
|
58
$3.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-331- 2.63% |
$18.1K - $20.5K
|
12.2K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
166+ 2.28% |
$9.07K - $10.3K
|
7.43K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-414- 1.58% |
$22.6K - $25.7K
|
25.7K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-926- 2.42% |
$50.6K - $57.4K
|
37.4K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
419+ 1.11% |
$22.9K - $26K
|
38.1K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
329+ 3.96% |
$18K - $20.4K
|
8.63K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.8KNew |
$917K - $1.04M
|
16.8K
$930K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
104KNew |
$5.66M - $6.42M
|
104K
$5.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-344- 2.31% |
$18.8K - $21.3K
|
14.5K
$804K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.83KNew |
$264K - $300K
|
4.83K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.77K+ 15.15% |
$152K - $172K
|
21.1K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.56KNew |
$249K - $283K
|
4.56K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9K+ 3.73% |
$812K - $922K
|
414K
$22.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.76KNew |
$369K - $419K
|
6.76K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
444+ 0.49% |
$24.3K - $27.5K
|
91.5K
$5.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.18K- 1.77% |
$119K - $135K
|
121K
$6.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133KNew |
$7.29M - $8.28M
|
133K
$7.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.09K+ 245.06% |
$223K - $254K
|
5.76K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
500New |
$27.3K - $31K
|
500
$27.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 17.03% |
$84.7K - $96.1K
|
7.55K
$418K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.05KNew |
$221K - $251K
|
4.05K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.5K- 46.7% |
$1.78M - $2.02M
|
37.1K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59+ 1.13% |
$3.22K - $3.66K
|
5.3K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5.72KNew |
$313K - $355K
|
5.72K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.1KNew |
$1.15M - $1.31M
|
21.1K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.72K- 5.5% |
$94K - $107K
|
29.6K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.55K+ 10.38% |
$139K - $158K
|
27.1K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11K- 9.83% |
$60.7K - $68.9K
|
10.2K
$565K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.02% |
$109 - $124
|
10.2K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-177- 2.12% |
$9.67K - $11K
|
8.18K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.5K+ 4.72% |
$1.28M - $1.46M
|
521K
$28.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.12K+ 5.21% |
$116K - $131K
|
42.8K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
15.1K+ 8.7% |
$826K - $938K
|
189K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
536+ 2.91% |
$29.3K - $33.2K
|
18.9K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.2% |
$54.6 - $62
|
499
$27.6K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.6KNew |
$1.2M - $1.33M
|
23.6K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
49+ 0.45% |
$2.48K - $2.77K
|
11K
$609K
|
|