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
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.6KNew |
$19.4K - $22.3K
|
1.6K
$21.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
215+ 2.09% |
$2.61K - $3K
|
10.5K
$143K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85KNew |
$1.17M - $1.26M
|
85K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.6K+ 76.01% |
$864K - $928K
|
145K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31K+ 163.93% |
$428K - $459K
|
49.9K
$680K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
26.6K+ 35.38% |
$368K - $395K
|
102K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
22K+ 29.19% |
$304K - $326K
|
97.3K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.7KNew |
$231K - $248K
|
16.7K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$227K - $244K
|
16.5K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7KNew |
$148K - $158K
|
10.7K
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.94K+ 34.97% |
$110K - $118K
|
30.6K
$417K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.08K+ 11.9% |
$42.5K - $45.6K
|
28.9K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35KNew |
$18.7K - $20K
|
1.35K
$18.4K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
666+ 8.33% |
$9.2K - $9.87K
|
8.66K
$118K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
650New |
$8.98K - $9.63K
|
650
$8.86K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
475New |
$6.56K - $7.04K
|
475
$6.47K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250New |
$3.45K - $3.71K
|
250
$3.41K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$1.38K - $1.48K
|
100
$1.36K
|
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.27% |
$13.8 - $14.8
|
367
$5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$13.8 - $14.8
|
1
$13.6
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
23.8KNew |
$342K - $372K
|
23.8K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1KNew |
$332K - $361K
|
23.1K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14KNew |
$202K - $220K
|
14K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.87K+ 5.15% |
$27K - $29.4K
|
38.2K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
398New |
$5.74K - $6.24K
|
398
$5.42K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150+ 8.4% |
$2.16K - $2.35K
|
1.94K
$26.4K
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15KNew |
$212K - $238K
|
15K
$204K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
310+ 2.96% |
$4.39K - $4.72K
|
10.8K
$147K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
175New |
$2.48K - $2.67K
|
175
$2.39K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.3KNew |
$167K - $187K
|
11.3K
$154K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4KNew |
$59.1K - $66.1K
|
4K
$54.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.88K+ 27.67% |
$57.3K - $64K
|
17.9K
$244K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$4.08K - $5.01K
|
300
$4.09K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
132KNew |
$2.06M - $2.63M
|
132K
$1.79M
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.75KNew |
$59.3K - $69.9K
|
3.75K
$51.1K
|
|
|
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
$8.18K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.7KNew |
$406K - $490K
|
21.7K
$296K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.55KNew |
$33.8K - $36.5K
|
1.55K
$21.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
147+ 4900.0% |
$3.22K - $3.48K
|
150
$2.04K
|
|