Latest Institutional Transactions on Invesco ETF Tr Ii S&P Smallcap (XSHD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSHD) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.27% |
$12.1 - $13.9
|
366
$4.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$12.1 - $13.9
|
2
$26
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-34.5K- 69.12% |
$418K - $481K
|
15.4K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
148+ 0.7% |
$1.8K - $2.06K
|
21.3K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
15.4KNew |
$187K - $215K
|
15.4K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16- 0.18% |
$194 - $223
|
8.64K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.46K- 21.02% |
$42K - $48.2K
|
13K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
599New |
$7.27K - $8.35K
|
599
$7.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.5K+ 3693.05% |
$213K - $245K
|
18K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150+ 8.4% |
$1.82K - $2.09K
|
1.94K
$25.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-236- 2.58% |
$2.86K - $3.29K
|
8.92K
$116K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 7.46% |
$131K - $151K
|
156K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-3.5K- 14.74% |
$42.5K - $48.8K
|
20.3K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-63- 0.22% |
$764 - $878
|
28.9K
$376K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.45K- 6.4% |
$66K - $75.9K
|
79.6K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 0.61% |
$1.24K - $1.42K
|
16.8K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
36K+ 35.32% |
$437K - $502K
|
138K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
40.7K+ 41.81% |
$493K - $567K
|
138K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.6KNew |
$19.4K - $22.3K
|
1.6K
$20.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
215+ 2.09% |
$2.61K - $3K
|
10.5K
$137K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.22K- 42.76% |
$26.9K - $30.9K
|
2.97K
$38.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
122KNew |
$1.48M - $1.7M
|
122K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-132- 0.3% |
$1.6K - $1.84K
|
44.3K
$576K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
6+ 300.0% |
$82.9 - $88.9
|
8
$104
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250New |
$3.45K - $3.71K
|
250
$3.26K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.17K- 69.72% |
$43.8K - $46.9K
|
1.38K
$17.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35KNew |
$18.7K - $20K
|
1.35K
$17.6K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$1.38K - $1.48K
|
100
$1.3K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
650New |
$8.98K - $9.63K
|
650
$8.46K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.94K+ 34.97% |
$110K - $118K
|
30.6K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7KNew |
$148K - $158K
|
10.7K
$139K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28K- 73.08% |
$386K - $415K
|
10.3K
$134K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1KNew |
$332K - $361K
|
23.1K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.87K+ 5.15% |
$27K - $29.4K
|
38.2K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
398New |
$5.74K - $6.24K
|
398
$5.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14KNew |
$202K - $220K
|
14K
$183K
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15KNew |
$212K - $238K
|
15K
$195K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
175New |
$2.48K - $2.67K
|
175
$2.28K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
310+ 2.96% |
$4.39K - $4.72K
|
10.8K
$141K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.88K+ 27.67% |
$57.3K - $64K
|
17.9K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.3KNew |
$167K - $187K
|
11.3K
$147K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4KNew |
$59.1K - $66.1K
|
4K
$52.1K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-869- 52.73% |
$11.8K - $14.5K
|
779
$10.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$4.08K - $5.01K
|
300
$3.91K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-390Closed |
$5.77K - $6.53K
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
132KNew |
$2.06M - $2.63M
|
132K
$1.71M
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.75KNew |
$59.3K - $69.9K
|
3.75K
$48.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$2.37K - $2.8K
|
150
$1.95K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$9.62K - $12.5K
|
600
$7.81K
|
|