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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
67.6KNew |
$2.86M - $3.22M
|
67.6K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
12.7KNew |
$539K - $605K
|
12.7K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25+ 0.31% |
$1.06K - $1.19K
|
8.15K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.6K+ 3.25% |
$237K - $266K
|
178K
$7.63M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
10K+ 2.4% |
$425K - $478K
|
428K
$18.4M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-391- 7.34% |
$14.9K - $17K
|
4.94K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.02MNew |
$38.9M - $44.2M
|
1.02M
$43.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.42K+ 3.82% |
$54.3K - $61.8K
|
38.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.2KNew |
$810K - $922K
|
21.2K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.17KNew |
$197K - $225K
|
5.17K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
4.72K+ 34.3% |
$181K - $205K
|
18.5K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.25K+ 13.92% |
$162K - $185K
|
34.7K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 23.44% |
$1.15M - $1.31M
|
159K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.54K+ 1504.89% |
$365K - $415K
|
10.2K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
825KNew |
$31.5M - $35.9M
|
825K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.15K+ 80.44% |
$159K - $180K
|
9.31K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.37K- 15.59% |
$52.2K - $59.4K
|
7.4K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
15.1KNew |
$578K - $657K
|
15.1K
$650K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
126New |
$4.82K - $5.48K
|
126
$5.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$38.2 - $43.5
|
1
$43
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7K+ 43.52% |
$907K - $1.03M
|
78.2K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.15K+ 29.61% |
$312K - $354K
|
35.7K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
275+ 7.23% |
$10.5K - $12K
|
4.08K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
159KNew |
$6.07M - $6.91M
|
159K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29.2KNew |
$1.12M - $1.27M
|
29.2K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
95.7K+ 2975.26% |
$3.66M - $4.16M
|
99K
$4.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 19.86% |
$8.36M - $9.51M
|
1.32M
$56.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.95K+ 42.6% |
$342K - $389K
|
30K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-747- 44.52% |
$28.6K - $32.5K
|
931
$40K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5+ 0.02% |
$191 - $217
|
20.2K
$869K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
177+ 1.7% |
$6.76K - $7.69K
|
10.6K
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.94K- 0.58% |
$112K - $128K
|
507K
$21.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
6.21K+ 4.12% |
$237K - $270K
|
157K
$6.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16KNew |
$610K - $694K
|
16K
$687K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1KNew |
$578K - $658K
|
15.1K
$651K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.26K+ 99.46% |
$239K - $272K
|
12.6K
$540K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.14K+ 8.37% |
$120K - $137K
|
40.7K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.83KNew |
$223K - $253K
|
5.83K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-160- 1.04% |
$6.12K - $6.96K
|
15.2K
$654K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.09K- 34.79% |
$233K - $265K
|
11.4K
$490K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
16.6K+ 36.58% |
$634K - $721K
|
61.9K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
44+ 0.26% |
$1.68K - $1.91K
|
17.3K
$743K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$115 - $130
|
12.1K
$521K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-2.21K- 2.53% |
$84.3K - $95.9K
|
85K
$3.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.52K+ 18.19% |
$326K - $370K
|
55.4K
$2.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
51New |
$1.95K - $2.22K
|
51
$2.19K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.27KNew |
$278K - $316K
|
7.27K
$313K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
795New |
$30.4K - $34.6K
|
795
$34.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.28K+ 6.0% |
$49.1K - $55.8K
|
22.7K
$976K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.24K+ 7.35% |
$124K - $141K
|
47.2K
$2.03M
|
|