Latest Institutional Purchases of Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSHQ) 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 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
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.7K+ 43.3% |
$367K - $438K
|
35.4K
$1.48M
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$279K - $333K
|
8.12K
$339K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.65K+ 13.6% |
$56.8K - $67.8K
|
13.8K
$577K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
259+ 0.36% |
$8.89K - $10.6K
|
71.6K
$2.99M
|
|
Q1 2025 | |||||||
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
327KNew |
$12.3M - $14.3M
|
327K
$13.6M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
172K+ 80.45% |
$6.51M - $7.55M
|
387K
$16.1M
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
153K+ 459.84% |
$5.78M - $6.7M
|
186K
$7.77M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
145K+ 17.42% |
$5.49M - $6.37M
|
980K
$40.9M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
141K+ 14.08% |
$5.31M - $6.16M
|
1.14M
$47.6M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 60.69% |
$4.82M - $5.59M
|
338K
$14.1M
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
110KNew |
$4.14M - $4.8M
|
110K
$4.58M
|
|
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
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
59.9K+ 11.77% |
$2.26M - $2.62M
|
568K
$23.7M
|
|
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 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.5K+ 97.07% |
$1.38M - $1.6M
|
74.1K
$3.09M
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
31.3K+ 7.32% |
$1.18M - $1.37M
|
459K
$19.2M
|
|
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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.9K+ 31.32% |
$791K - $917K
|
87.8K
$3.66M
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
20.7K+ 8.82% |
$781K - $906K
|
255K
$10.7M
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
19K+ 9.99% |
$718K - $833K
|
209K
$8.74M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8K+ 44.19% |
$483K - $560K
|
41.7K
$1.74M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.4K+ 16.01% |
$430K - $499K
|
82.5K
$3.45M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.71K+ 48.08% |
$367K - $425K
|
29.9K
$1.25M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.53K+ 93.01% |
$322K - $374K
|
17.7K
$739K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.48KNew |
$282K - $328K
|
7.48K
$312K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.91K+ 34.03% |
$261K - $303K
|
27.2K
$1.14M
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6.4KNew |
$242K - $280K
|
6.4K
$267K
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.33KNew |
$239K - $277K
|
6.33K
$264K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.3KNew |
$238K - $276K
|
6.3K
$263K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.22K+ 14.88% |
$235K - $272K
|
48K
$2M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.62KNew |
$212K - $246K
|
5.62K
$235K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.45KNew |
$206K - $239K
|
5.45K
$228K
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.37KNew |
$203K - $235K
|
5.37K
$224K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.34KNew |
$202K - $234K
|
5.34K
$223K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.08K+ 25.55% |
$154K - $179K
|
20K
$836K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.5K+ 241.74% |
$132K - $153K
|
4.95K
$207K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.15K+ 10.88% |
$119K - $138K
|
32.1K
$1.34M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.09K+ 7.27% |
$117K - $136K
|
45.7K
$1.91M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
723New |
$27.3K - $31.7K
|
723
$30.2K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
506+ 6.31% |
$19.1K - $22.2K
|
8.52K
$356K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
359+ 6.8% |
$13.6K - $15.7K
|
5.64K
$236K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
355+ 4.5% |
$13.4K - $15.6K
|
8.24K
$344K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
340+ 6.77% |
$12.8K - $14.9K
|
5.36K
$224K
|
|
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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$7.56K - $8.76K
|
200
$8.35K
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
168+ 2.49% |
$6.35K - $7.36K
|
6.91K
$289K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
98+ 6.43% |
$3.7K - $4.29K
|
1.62K
$67.8K
|