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 |
---|---|---|---|---|---|---|---|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
20.2KNew |
$975K - $1.1M
|
20.2K
$1.03M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.4KNew |
$1.32M - $1.49M
|
27.4K
$1.39M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 10.14% |
$949K - $1.07M
|
214K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02K+ 7.44% |
$49.3K - $55.5K
|
14.8K
$751K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.19K- 3.06% |
$347K - $390K
|
228K
$11.6M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-871- 39.41% |
$42K - $47.3K
|
1.34K
$68.1K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-731- 0.36% |
$35.3K - $39.7K
|
202K
$10.3M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.46K+ 6.21% |
$263K - $296K
|
93.4K
$4.75M
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
385+ 3.54% |
$18.6K - $20.9K
|
11.3K
$573K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.8K- 5.59% |
$183K - $206K
|
64.1K
$3.26M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-984- 11.05% |
$47.5K - $53.4K
|
7.92K
$403K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.7KNew |
$1.82M - $2.05M
|
37.7K
$1.92M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
861+ 5.36% |
$41.5K - $46.8K
|
16.9K
$861K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 0.0% |
$48.2 - $54.3
|
27.1K
$1.38M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-372- 0.52% |
$17.9K - $20.2K
|
70.9K
$3.6M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
758+ 5.03% |
$36.6K - $41.2K
|
15.8K
$804K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.2KNew |
$781K - $879K
|
16.2K
$823K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.8K- 13.87% |
$1.15M - $1.29M
|
148K
$7.51M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.97K- 0.96% |
$192K - $216K
|
409K
$20.8M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.45K+ 7.64% |
$118K - $133K
|
34.5K
$1.75M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.8K+ 46.34% |
$763K - $859K
|
49.9K
$2.54M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-26- 0.47% |
$1.25K - $1.41K
|
5.5K
$280K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 84.75% |
$1.25M - $1.4M
|
4.65K
$237K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$202K - $227K
|
4.18K
$213K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
816+ 2.71% |
$39.4K - $44.3K
|
30.9K
$1.57M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-342- 7.38% |
$16.5K - $18.6K
|
4.3K
$218K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.16K+ 117.32% |
$249K - $280K
|
9.55K
$486K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 37.17% |
$138K - $156K
|
4.84K
$246K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$48.2 - $54.3
|
10.1K
$516K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.4K- 27.59% |
$1.71M - $1.92M
|
92.9K
$4.72M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.09% |
$145 - $163
|
3.51K
$178K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.21% |
$193 - $217
|
1.89K
$95.9K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-395- 1.99% |
$19.1K - $21.4K
|
19.5K
$990K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.52K+ 4.23% |
$170K - $191K
|
86.8K
$4.41M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.28K+ 26.22% |
$255K - $287K
|
25.4K
$1.29M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-458- 4.97% |
$22.1K - $24.9K
|
8.75K
$445K
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5K+ 21.93% |
$120K - $136K
|
13.9K
$706K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
15.9K+ 72.99% |
$769K - $866K
|
37.8K
$1.92M
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.95K+ 111.2% |
$335K - $377K
|
13.2K
$671K
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
19.5K+ 14.64% |
$940K - $1.06M
|
153K
$7.76M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42- 8.96% |
$2.03K - $2.28K
|
427
$21.7K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.85KNew |
$292K - $349K
|
6.85K
$348K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60- 15.96% |
$2.56K - $3.06K
|
316
$16.1K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.29K- 97.19% |
$183K - $218K
|
124
$6.3K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.28KNew |
$54.7K - $65.3K
|
1.28K
$65.2K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
82+ 0.86% |
$3.5K - $4.18K
|
9.59K
$488K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
62.1KNew |
$2.65M - $3.16M
|
62.1K
$3.16M
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.14% |
$42.7 - $51
|
696
$35.4K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.27K - $5.1K
|
100
$5.08K
|