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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.84K+ 8.18% |
$120K - $135K
|
37.6K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
8.08K+ 5.15% |
$342K - $385K
|
165K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.5K+ 248.41% |
$613K - $689K
|
20.3K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.88KNew |
$334K - $375K
|
7.88K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.79K+ 91.68% |
$287K - $323K
|
14.2K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.39K+ 1.14% |
$398K - $447K
|
835K
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
11K+ 59.34% |
$465K - $522K
|
29.5K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.29K- 13.9% |
$54.8K - $61.6K
|
8.01K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.2K+ 19.64% |
$1.32M - $1.49M
|
190K
$7.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-61- 0.6% |
$2.58K - $2.9K
|
10.1K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.8K- 1.85% |
$795K - $894K
|
998K
$41.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16KNew |
$676K - $759K
|
16K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
346+ 7.01% |
$14.7K - $16.5K
|
5.28K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-218- 0.75% |
$9.23K - $10.4K
|
29K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.89K+ 19.31% |
$292K - $328K
|
42.6K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13K+ 81.17% |
$549K - $617K
|
28.9K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
144+ 14400.0% |
$6.1K - $6.85K
|
145
$5.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18- 0.09% |
$762 - $857
|
20.2K
$832K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.08K+ 7.95% |
$130K - $146K
|
41.8K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.91K+ 0.52% |
$293K - $329K
|
1.33M
$54.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.3K+ 32.32% |
$2.17M - $2.44M
|
210K
$8.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-121- 1.14% |
$5.12K - $5.76K
|
10.5K
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.02KNew |
$213K - $239K
|
5.02K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.45KNew |
$61.3K - $68.9K
|
1.45K
$59.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
235KNew |
$9.93M - $11.2M
|
235K
$9.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
235KNew |
$9.93M - $11.2M
|
235K
$9.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 1.34% |
$71.8K - $80.7K
|
128K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
115K+ 116.46% |
$4.88M - $5.48M
|
214K
$8.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-532- 0.68% |
$22.5K - $25.3K
|
77.7K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
392KNew |
$16.6M - $18.6M
|
392K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
315KNew |
$13.3M - $15M
|
315K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 73.4% |
$161K - $180K
|
8.96K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-31.4K- 77.2% |
$1.33M - $1.49M
|
9.27K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-438- 2.89% |
$18.5K - $20.8K
|
14.7K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.53KNew |
$64.6K - $72.6K
|
1.53K
$62.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.8KNew |
$2.83M - $3.18M
|
66.8K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.2K- 1.41% |
$50.8K - $57.1K
|
83.8K
$3.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-116- 12.46% |
$4.91K - $5.52K
|
815
$33.6K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.86K+ 0.37% |
$78.7K - $88.4K
|
508K
$21M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-153- 1.01% |
$6.48K - $7.28K
|
15.1K
$621K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-39.1K- 54.45% |
$1.65M - $1.86M
|
32.7K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 26.11% |
$80.4K - $90.4K
|
9.17K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.07K+ 26.91% |
$342K - $384K
|
38K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.51K+ 27.95% |
$149K - $167K
|
16.1K
$662K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 10.38% |
$1.14K - $1.28K
|
233
$9.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10.6K+ 19.19% |
$450K - $506K
|
66K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.74KNew |
$370K - $416K
|
8.74K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13KNew |
$552K - $621K
|
13K
$538K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$127 - $143
|
12.1K
$500K
|