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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$12.9K - $13.9K
|
1K
$12.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
187New |
$2.41K - $2.59K
|
187
$2.37K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98+ 1.13% |
$1.27K - $1.36K
|
8.74K
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.16K+ 90.89% |
$14.9K - $16.1K
|
2.43K
$30.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.79K+ 32.15% |
$74.8K - $80.3K
|
23.8K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2KNew |
$273K - $294K
|
21.2K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.27% |
$12.9 - $13.9
|
367
$4.66K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.06K+ 6.36% |
$65.3K - $70.2K
|
84.7K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
763New |
$9.85K - $10.6K
|
763
$9.69K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.21K+ 19.81% |
$54.4K - $58.4K
|
25.5K
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.5K+ 3593.66% |
$278K - $299K
|
22.1K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
393New |
$5.07K - $5.45K
|
393
$4.99K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
3.92KNew |
$50.6K - $54.4K
|
3.92K
$49.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
959+ 7.37% |
$12.4K - $13.3K
|
14K
$177K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$12.9 - $13.9
|
1
$12.7
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.92K- 10.12% |
$37.7K - $40.5K
|
25.9K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 19.18% |
$386K - $414K
|
186K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3.99KNew |
$51.4K - $55.3K
|
3.99K
$50.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
31.8KNew |
$410K - $441K
|
31.8K
$403K
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
80+ 0.76% |
$1.03K - $1.11K
|
10.6K
$134K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.84K+ 3.51% |
$62.5K - $67.1K
|
143K
$1.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.04K+ 3.65% |
$65K - $69.9K
|
143K
$1.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1K+ 3.27% |
$12.9K - $13.9K
|
31.6K
$402K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
879+ 5.22% |
$11.3K - $12.2K
|
17.7K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.05K+ 79.06% |
$91K - $97.8K
|
16K
$203K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.3K+ 8.49% |
$133K - $143K
|
132K
$1.68M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-137- 0.31% |
$1.77K - $1.9K
|
44.1K
$561K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
15.4KNew |
$187K - $215K
|
15.4K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-34.5K- 69.12% |
$418K - $481K
|
15.4K
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-3.5K- 14.74% |
$42.5K - $48.8K
|
20.3K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.6KNew |
$19.4K - $22.3K
|
1.6K
$20.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.22K- 42.76% |
$26.9K - $30.9K
|
2.97K
$37.7K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
6+ 300.0% |
$82.9 - $88.9
|
8
$102
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250New |
$3.45K - $3.71K
|
250
$3.18K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35KNew |
$18.7K - $20K
|
1.35K
$17.2K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$1.38K - $1.48K
|
100
$1.27K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
650New |
$8.98K - $9.63K
|
650
$8.26K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7KNew |
$148K - $158K
|
10.7K
$136K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28K- 73.08% |
$386K - $415K
|
10.3K
$131K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1KNew |
$332K - $361K
|
23.1K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
398New |
$5.74K - $6.24K
|
398
$5.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14KNew |
$202K - $220K
|
14K
$178K
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15KNew |
$212K - $238K
|
15K
$190K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
175New |
$2.48K - $2.67K
|
175
$2.22K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
310+ 2.96% |
$4.39K - $4.72K
|
10.8K
$137K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.88K+ 27.67% |
$57.3K - $64K
|
17.9K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4KNew |
$59.1K - $66.1K
|
4K
$50.8K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-869- 52.73% |
$11.8K - $14.5K
|
779
$9.89K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-390Closed |
$5.77K - $6.53K
|
0
$0
|
|