Latest Institutional Purchases of Invesco ETF Tr Ii S&P Smallcap (XSHD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
122KNew |
$1.48M - $1.7M
|
122K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
40.7K+ 41.81% |
$493K - $567K
|
138K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
36K+ 35.32% |
$437K - $502K
|
138K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.5K+ 3693.05% |
$213K - $245K
|
18K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
15.4KNew |
$187K - $215K
|
15.4K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 7.46% |
$131K - $151K
|
156K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.6KNew |
$19.4K - $22.3K
|
1.6K
$22K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
599New |
$7.27K - $8.35K
|
599
$8.22K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
215+ 2.09% |
$2.61K - $3K
|
10.5K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
148+ 0.7% |
$1.8K - $2.06K
|
21.3K
$292K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 0.61% |
$1.24K - $1.42K
|
16.8K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$12.1 - $13.9
|
2
$27.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7KNew |
$148K - $158K
|
10.7K
$147K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.94K+ 34.97% |
$110K - $118K
|
30.6K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35KNew |
$18.7K - $20K
|
1.35K
$18.5K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
650New |
$8.98K - $9.63K
|
650
$8.92K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250New |
$3.45K - $3.71K
|
250
$3.43K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$1.38K - $1.48K
|
100
$1.37K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
6+ 300.0% |
$82.9 - $88.9
|
8
$110
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1KNew |
$332K - $361K
|
23.1K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14KNew |
$202K - $220K
|
14K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.87K+ 5.15% |
$27K - $29.4K
|
38.2K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
398New |
$5.74K - $6.24K
|
398
$5.46K
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15KNew |
$212K - $238K
|
15K
$206K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
310+ 2.96% |
$4.39K - $4.72K
|
10.8K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
175New |
$2.48K - $2.67K
|
175
$2.4K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.3KNew |
$167K - $187K
|
11.3K
$155K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4KNew |
$59.1K - $66.1K
|
4K
$54.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.88K+ 27.67% |
$57.3K - $64K
|
17.9K
$245K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$4.08K - $5.01K
|
300
$4.12K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
132KNew |
$2.06M - $2.63M
|
132K
$1.81M
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.75KNew |
$59.3K - $69.9K
|
3.75K
$51.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$2.37K - $2.8K
|
150
$2.06K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$9.62K - $12.5K
|
600
$8.24K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.7KNew |
$406K - $490K
|
21.7K
$298K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.55KNew |
$33.8K - $36.5K
|
1.55K
$21.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
147+ 4900.0% |
$3.22K - $3.48K
|
150
$2.06K
|
|