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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-278- 2.74% |
$12.9K - $15.5K
|
9.88K
$565K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.8K+ 2.52% |
$597K - $713K
|
521K
$29.8M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.7K- 7.63% |
$79.2K - $94.7K
|
20.6K
$1.18M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.4K+ 5.48% |
$532K - $636K
|
220K
$12.6M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-252- 17.1% |
$11.7K - $14K
|
1.22K
$69.9K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14.7K- 67.28% |
$756K - $852K
|
7.13K
$408K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 21.55% |
$6.45K - $7.27K
|
455
$26K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 23.67% |
$61.1K - $68.8K
|
6.19K
$354K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.6K+ 2.47% |
$340K - $384K
|
274K
$15.7M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
920+ 0.39% |
$47.5K - $53.5K
|
238K
$13.6M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
579+ 0.78% |
$29.9K - $33.7K
|
75.2K
$4.31M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.28K+ 71.82% |
$169K - $190K
|
7.84K
$449K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
214+ 4.43% |
$11K - $12.4K
|
5.05K
$289K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.69KNew |
$500K - $563K
|
9.69K
$555K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13K+ 7.21% |
$670K - $755K
|
193K
$11M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59.2K+ 280.83% |
$3.06M - $3.44M
|
80.3K
$4.6M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
807+ 6.59% |
$41.6K - $46.9K
|
13K
$747K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.88K- 6.3% |
$200K - $226K
|
57.8K
$3.31M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.13K+ 161.4% |
$471K - $531K
|
14.8K
$846K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.9K+ 8.21% |
$565K - $636K
|
144K
$8.26M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.18K- 19.22% |
$371K - $418K
|
30.2K
$1.73M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.2K- 25.52% |
$114K - $128K
|
6.43K
$368K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.15K+ 8.28% |
$163K - $183K
|
41.2K
$2.36M
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.12KNew |
$316K - $356K
|
6.12K
$350K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
41+ 0.72% |
$2.12K - $2.38K
|
5.76K
$330K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100- 0.11% |
$5.16K - $5.81K
|
91.4K
$5.23M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$5.16K - $5.81K
|
100
$5.72K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.4K- 46.8% |
$896K - $1.01M
|
19.7K
$1.13M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.93KNew |
$151K - $170K
|
2.93K
$167K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 8.8% |
$3.87K - $4.36K
|
777
$44.5K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.5KNew |
$232K - $261K
|
4.5K
$257K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 3.27% |
$699K - $787K
|
427K
$24.5M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.8K- 6.99% |
$92.9K - $105K
|
23.9K
$1.37M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.09K+ 18.75% |
$262K - $296K
|
32.2K
$1.84M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.87K- 31.86% |
$96.5K - $109K
|
4K
$229K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
209+ 3.94% |
$10.8K - $12.1K
|
5.51K
$315K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
922+ 6.35% |
$47.6K - $53.6K
|
15.4K
$884K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
341+ 3.35% |
$17.6K - $19.8K
|
10.5K
$603K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05K+ 2.44% |
$53.9K - $60.7K
|
43.8K
$2.51M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
684+ 2.31% |
$35.3K - $39.8K
|
30.3K
$1.73M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.56K- 50.0% |
$287K - $323K
|
5.56K
$318K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.85% |
$51.6 - $58.1
|
119
$6.81K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.71K+ 10.57% |
$140K - $157K
|
28.3K
$1.62M
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
498New |
$25.7K - $28.9K
|
498
$28.5K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$206 - $233
|
8.19K
$469K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
365+ 365.0% |
$18.8K - $21.2K
|
465
$26.6K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 76.49% |
$848K - $963K
|
35.8K
$2.05M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-273- 2.62% |
$14.9K - $16.9K
|
10.1K
$581K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
296New |
$16.2K - $18.4K
|
296
$16.9K
|