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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.6KNew |
$19.4K - $22.3K
|
1.6K
$21.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
215+ 2.09% |
$2.61K - $3K
|
10.5K
$142K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.22K- 42.76% |
$26.9K - $30.9K
|
2.97K
$40.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
122KNew |
$1.48M - $1.7M
|
122K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-132- 0.3% |
$1.6K - $1.84K
|
44.3K
$601K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
6+ 300.0% |
$82.9 - $88.9
|
8
$109
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
475New |
$6.56K - $7.04K
|
475
$6.45K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 15.91% |
$55.2K - $59.2K
|
21.1K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
666+ 8.33% |
$9.2K - $9.87K
|
8.66K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.27% |
$13.8 - $14.8
|
367
$4.98K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.7KNew |
$231K - $248K
|
16.7K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31K+ 163.93% |
$428K - $459K
|
49.9K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250New |
$3.45K - $3.71K
|
250
$3.39K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$227K - $244K
|
16.5K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.17K- 69.72% |
$43.8K - $46.9K
|
1.38K
$18.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35KNew |
$18.7K - $20K
|
1.35K
$18.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$13.8 - $14.8
|
1
$13.6
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$1.38K - $1.48K
|
100
$1.36K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.6K+ 76.01% |
$864K - $928K
|
145K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
650New |
$8.98K - $9.63K
|
650
$8.82K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85KNew |
$1.17M - $1.26M
|
85K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
26.6K+ 35.38% |
$368K - $395K
|
102K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
22K+ 29.19% |
$304K - $326K
|
97.3K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.08K+ 11.9% |
$42.5K - $45.6K
|
28.9K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.94K+ 34.97% |
$110K - $118K
|
30.6K
$416K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7KNew |
$148K - $158K
|
10.7K
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28K- 73.08% |
$386K - $415K
|
10.3K
$140K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150+ 8.4% |
$2.16K - $2.35K
|
1.94K
$26.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
23.8KNew |
$342K - $372K
|
23.8K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.87K+ 5.15% |
$27K - $29.4K
|
38.2K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1KNew |
$332K - $361K
|
23.1K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
398New |
$5.74K - $6.24K
|
398
$5.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14KNew |
$202K - $220K
|
14K
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.43K- 44.8% |
$107K - $117K
|
9.16K
$124K
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15KNew |
$212K - $238K
|
15K
$203K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
175New |
$2.48K - $2.67K
|
175
$2.37K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
310+ 2.96% |
$4.39K - $4.72K
|
10.8K
$146K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.88K+ 27.67% |
$57.3K - $64K
|
17.9K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.3KNew |
$167K - $187K
|
11.3K
$153K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4KNew |
$59.1K - $66.1K
|
4K
$54.3K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-869- 52.73% |
$11.8K - $14.5K
|
779
$10.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$4.08K - $5.01K
|
300
$4.07K
|
|
| 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
$1.78M
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.75KNew |
$59.3K - $69.9K
|
3.75K
$50.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$2.37K - $2.8K
|
150
$2.04K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$9.62K - $12.5K
|
600
$8.14K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5Closed |
$93.4 - $113
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-91- 15.24% |
$1.7K - $2.05K
|
506
$6.87K
|
|