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 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$75.4K - $81.2K
|
1.5K
$84.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.71KNew |
$86K - $92.5K
|
1.71K
$96.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
120New |
$6.03K - $6.49K
|
120
$6.79K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-871- 39.41% |
$42K - $47.3K
|
1.34K
$75.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 0.0% |
$48.2 - $54.3
|
27.1K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.2KNew |
$781K - $879K
|
16.2K
$917K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 37.17% |
$138K - $156K
|
4.84K
$274K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.09% |
$145 - $163
|
3.51K
$198K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
15.9K+ 72.99% |
$769K - $866K
|
37.8K
$2.14M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60- 15.96% |
$2.56K - $3.06K
|
316
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.29K- 97.19% |
$183K - $218K
|
124
$7.02K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
82+ 0.86% |
$3.5K - $4.18K
|
9.59K
$543K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.14% |
$42.7 - $51
|
696
$39.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.27K - $5.1K
|
100
$5.66K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.79K- 42.85% |
$204K - $244K
|
6.39K
$361K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
118New |
$5.33K - $5.74K
|
118
$6.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-385- 2.28% |
$17.4K - $18.7K
|
16.5K
$934K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.62KClosed |
$299K - $322K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-4.99K- 7.2% |
$225K - $243K
|
64.3K
$3.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-21- 0.19% |
$948 - $1.02K
|
11K
$623K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
125New |
$5.64K - $6.08K
|
125
$7.08K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$606 - $692
|
15
$849
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 10.5% |
$4.04K - $4.61K
|
852
$48.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1- 1.96% |
$40.4 - $46.1
|
50
$2.83K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.55KNew |
$224K - $256K
|
5.55K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-583- 7.33% |
$23.5K - $26.9K
|
7.38K
$417K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$182K - $207K
|
4.5K
$255K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
54New |
$2.18K - $2.49K
|
54
$3.06K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.28KNew |
$213K - $244K
|
5.28K
$299K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.95K- 14.84% |
$164K - $194K
|
22.7K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.6K- 10.38% |
$66.6K - $78.8K
|
13.8K
$784K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-178- 1.74% |
$7.39K - $8.75K
|
10.1K
$570K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.01K+ 14.99% |
$208K - $246K
|
38.4K
$2.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8+ 0.15% |
$332 - $393
|
5.28K
$299K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.53K+ 13.28% |
$141K - $166K
|
30.1K
$1.71M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.67KNew |
$66.5K - $78.4K
|
1.67K
$94.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.87KNew |
$234K - $277K
|
5.87K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.26K- 12.79% |
$50.3K - $59.4K
|
8.59K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
295New |
$11.8K - $13.9K
|
295
$16.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
301New |
$12K - $14.2K
|
301
$17K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
756New |
$30.2K - $35.6K
|
756
$42.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.65KNew |
$186K - $219K
|
4.65K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$991K - $1.17M
|
24.8K
$1.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
24.6KNew |
$980K - $1.16M
|
24.6K
$1.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.62K- 18.0% |
$224K - $265K
|
25.6K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
24.6KNew |
$980K - $1.16M
|
24.6K
$1.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
143New |
$5.71K - $6.74K
|
143
$8.09K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.26K+ 53.25% |
$355K - $428K
|
26.7K
$1.51M
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-10.1K- 39.94% |
$388K - $468K
|
15.2K
$862K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
140New |
$5.37K - $6.47K
|
140
$7.92K
|
|