Latest Institutional Transactions on Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSHQ) 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
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
259+ 0.36% |
$8.89K - $10.6K
|
71.6K
$2.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
15.5K+ 25.73% |
$533K - $637K
|
75.9K
$3.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.65K+ 13.6% |
$56.8K - $67.8K
|
13.8K
$577K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.7K+ 43.3% |
$367K - $438K
|
35.4K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.3K- 30.19% |
$870K - $1.04M
|
58.6K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-5.99K- 5.97% |
$206K - $245K
|
94.3K
$3.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.75K- 23.83% |
$60.1K - $71.7K
|
5.6K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-13.8K- 6.71% |
$473K - $565K
|
191K
$7.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$279K - $333K
|
8.12K
$339K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.4K- 70.42% |
$694K - $805K
|
7.72K
$322K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.4K+ 16.01% |
$430K - $499K
|
82.5K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.91K- 21.83% |
$72.1K - $83.7K
|
6.84K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
355+ 4.5% |
$13.4K - $15.6K
|
8.24K
$344K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.08K+ 25.55% |
$154K - $179K
|
20K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
506+ 6.31% |
$19.1K - $22.2K
|
8.52K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19K+ 9.99% |
$718K - $833K
|
209K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.3KNew |
$767K - $890K
|
20.3K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.5K+ 97.07% |
$1.38M - $1.6M
|
74.1K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.51K- 25.48% |
$284K - $329K
|
22K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
723New |
$27.3K - $31.7K
|
723
$30.2K
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
51.3K+ 16.29% |
$1.94M - $2.25M
|
366K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-140- 17.18% |
$5.29K - $6.13K
|
675
$28.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 60.69% |
$4.82M - $5.59M
|
338K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.65K- 46.89% |
$251K - $291K
|
7.53K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-624- 6.17% |
$23.6K - $27.3K
|
9.49K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.15K+ 10.88% |
$119K - $138K
|
32.1K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.45KNew |
$206K - $239K
|
5.45K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
359+ 6.8% |
$13.6K - $15.7K
|
5.64K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.48KNew |
$282K - $328K
|
7.48K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
204+ 140.69% |
$7.71K - $8.94K
|
349
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.22K+ 14.88% |
$235K - $272K
|
48K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.9K+ 31.32% |
$791K - $917K
|
87.8K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$7.56K - $8.76K
|
200
$8.35K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
141K+ 14.08% |
$5.31M - $6.16M
|
1.14M
$47.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.8K+ 600.4% |
$2.03M - $2.36M
|
62.7K
$2.62M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
27.7K+ 40.93% |
$1.05M - $1.21M
|
95.3K
$3.98M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
145K+ 17.42% |
$5.49M - $6.37M
|
980K
$40.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.1K- 26.59% |
$382K - $443K
|
27.9K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.71K+ 48.08% |
$367K - $425K
|
29.9K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.49K- 5.84% |
$283K - $328K
|
121K
$5.04M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
59.9K+ 11.77% |
$2.26M - $2.62M
|
568K
$23.7M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
71.5KNew |
$2.7M - $3.13M
|
71.5K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.5K+ 241.74% |
$132K - $153K
|
4.95K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.3K- 4.24% |
$2.13M - $2.47M
|
1.27M
$53.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.3KNew |
$238K - $276K
|
6.3K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
20.7K+ 8.82% |
$781K - $906K
|
255K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.09K+ 7.27% |
$117K - $136K
|
45.7K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.53K+ 93.01% |
$322K - $374K
|
17.7K
$739K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.62KNew |
$212K - $246K
|
5.62K
$235K
|
|