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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
98+ 6.43% |
$3.7K - $4.29K
|
1.62K
$67.8K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
172K+ 80.45% |
$6.51M - $7.55M
|
387K
$16.1M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6.4KNew |
$242K - $280K
|
6.4K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.34KNew |
$202K - $234K
|
5.34K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
110KNew |
$4.14M - $4.8M
|
110K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
327KNew |
$12.3M - $14.3M
|
327K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.37KNew |
$203K - $235K
|
5.37K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.57K- 16.95% |
$59.4K - $68.8K
|
7.7K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8K+ 44.19% |
$483K - $560K
|
41.7K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-226- 2.25% |
$8.54K - $9.9K
|
9.84K
$411K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.7K- 50.0% |
$591K - $686K
|
15.7K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 0.28% |
$1.85K - $2.15K
|
17.4K
$726K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-40- 0.64% |
$1.51K - $1.75K
|
6.17K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.91K+ 34.03% |
$261K - $303K
|
27.2K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
340+ 6.77% |
$12.8K - $14.9K
|
5.36K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
168+ 2.49% |
$6.35K - $7.36K
|
6.91K
$289K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-195- 1.21% |
$7.37K - $8.54K
|
15.9K
$663K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.08K- 3.32% |
$41K - $47.5K
|
31.6K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-729- 4.84% |
$27.5K - $31.9K
|
14.3K
$598K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
153K+ 459.84% |
$5.78M - $6.7M
|
186K
$7.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.33KNew |
$239K - $277K
|
6.33K
$264K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
31.3K+ 7.32% |
$1.18M - $1.37M
|
459K
$19.2M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
502New |
$21.3K - $23.9K
|
502
$21K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71.8K- 42.77% |
$3.04M - $3.42M
|
96.1K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
8.08K+ 5.15% |
$342K - $385K
|
165K
$6.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-121- 1.14% |
$5.12K - $5.76K
|
10.5K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
235KNew |
$9.93M - $11.2M
|
235K
$9.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
392KNew |
$16.6M - $18.6M
|
392K
$16.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-438- 2.89% |
$18.5K - $20.8K
|
14.7K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 10.38% |
$1.14K - $1.28K
|
233
$9.73K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31KNew |
$55.6K - $62.5K
|
1.31K
$54.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-688- 4.55% |
$29.1K - $32.7K
|
14.4K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 55.45% |
$2.58K - $2.9K
|
49
$2.05K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
12.7KNew |
$539K - $605K
|
12.7K
$531K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
126New |
$4.82K - $5.48K
|
126
$5.26K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
51New |
$1.95K - $2.22K
|
51
$2.13K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.28K+ 6.0% |
$49.1K - $55.8K
|
22.7K
$948K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.24K+ 7.35% |
$124K - $141K
|
47.2K
$1.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
202+ 1.35% |
$7.72K - $8.78K
|
15.2K
$635K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.73KNew |
$181K - $205K
|
4.73K
$197K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.57K+ 47.51% |
$137K - $146K
|
11.1K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.91% |
$38.4 - $40.8
|
111
$4.64K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.12KNew |
$270K - $293K
|
7.12K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.27KNew |
$238K - $258K
|
6.27K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.17KNew |
$310K - $337K
|
8.17K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$586K - $635K
|
15.4K
$644K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
250New |
$9.49K - $10.3K
|
250
$10.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.06K+ 151.29% |
$40.2K - $43.6K
|
1.76K
$73.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1KNew |
$460K - $499K
|
12.1K
$506K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-41.4K- 37.6% |
$1.57M - $1.71M
|
68.7K
$2.87M
|
|