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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 98.45% |
$621K - $749K
|
32.7K
$1.85M
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$434K - $536K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11KClosed |
$428K - $528K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59New |
$2.29K - $2.83K
|
59
$3.34K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.22KClosed |
$164K - $203K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
628KNew |
$24.4M - $30.2M
|
628K
$35.6M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-843Closed |
$32.8K - $40.5K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-644Closed |
$25K - $30.9K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$15.6K - $19.2K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
29.3K+ 100.06% |
$1.14M - $1.41M
|
58.7K
$3.32M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25Closed |
$972 - $1.2K
|
0
$0
|
|
Q1 2022 | |||||||
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.14K- 28.96% |
$51.2K - $57.3K
|
2.8K
$158K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.4KNew |
$512K - $573K
|
11.4K
$645K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7.97K- 99.99% |
$358K - $401K
|
1
$56.6
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-8Closed |
$359 - $402
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.59KClosed |
$299K - $328K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-20Closed |
$906 - $997
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150Closed |
$6.8K - $7.48K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-300Closed |
$13.6K - $15K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-4.5K- 50.0% |
$204K - $224K
|
4.5K
$255K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
28.1KNew |
$1.19M - $1.34M
|
28.1K
$1.59M
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.97KNew |
$253K - $284K
|
5.97K
$338K
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-417KClosed |
$17.7M - $19.9M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.6KClosed |
$365K - $410K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.89KClosed |
$207K - $233K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$610 - $685
|
14
$792
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-275Closed |
$12K - $13.5K
|
0
$0
|
|
Q1 2021 | |||||||
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-147Closed |
$5.26K - $6.66K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-9.64KClosed |
$245K - $293K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-22Closed |
$560 - $670
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.47KClosed |
$30.4K - $44.8K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.75KNew |
$182K - $268K
|
8.75K
$495K
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
SELL
|
- |
-214Closed |
$4.45K - $6.55K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-724Closed |
$15K - $22.2K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-744Closed |
$14.5K - $26.5K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-395Closed |
$7.67K - $14.1K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.4KClosed |
$27.2K - $49.8K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
825New |
$25.5K - $29.4K
|
825
$46.7K
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-400Closed |
$12.3K - $14.3K
|
0
$0
|
|
Q1 2019 | |||||||
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-546Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-967Closed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.91KNew |
N/A
|
6.91K
$391K
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.08KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
Oct 24, 2018
Q3 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-63Closed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$56.6
|