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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 0.0% |
$6.82M - $7.4M
|
180K
$6.97M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 25.24% |
$5.96M - $6.46M
|
779K
$30.2M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65.9KNew |
$2.5M - $2.71M
|
65.9K
$2.56M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.7K+ 401.02% |
$1.28M - $1.39M
|
42.1K
$1.63M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.8KNew |
$902K - $978K
|
23.8K
$922K
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
20.3K+ 236.21% |
$771K - $836K
|
28.9K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
18K+ 13.3% |
$685K - $743K
|
154K
$5.97M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
17.4K+ 143.33% |
$659K - $715K
|
29.5K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$586K - $635K
|
15.4K
$599K
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15.4K+ 12.5% |
$584K - $633K
|
138K
$5.37M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.3K+ 15.3% |
$583K - $632K
|
116K
$4.49M
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.8KNew |
$526K - $570K
|
13.8K
$537K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
13.8K+ 5.19% |
$524K - $568K
|
280K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
13.8KNew |
$523K - $567K
|
13.8K
$534K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.1KNew |
$460K - $499K
|
12.1K
$470K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1KNew |
$460K - $499K
|
12.1K
$470K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 64.89% |
$454K - $492K
|
30.4K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.9KNew |
$415K - $450K
|
10.9K
$424K
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
9.7K+ 7.91% |
$368K - $399K
|
132K
$5.13M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.17KNew |
$310K - $337K
|
8.17K
$317K
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.51KNew |
$285K - $309K
|
7.51K
$291K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.12KNew |
$270K - $293K
|
7.12K
$276K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.27KNew |
$238K - $258K
|
6.27K
$243K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.12KNew |
$232K - $252K
|
6.12K
$237K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.48K+ 23.81% |
$208K - $226K
|
28.5K
$1.1M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.63KNew |
$138K - $150K
|
3.63K
$141K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.31KNew |
$49.9K - $54.1K
|
1.31K
$51K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.29K+ 6.05% |
$49K - $53.1K
|
22.6K
$878K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.18K+ 90.11% |
$44.7K - $48.4K
|
2.48K
$96.3K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.06K+ 151.29% |
$40.2K - $43.6K
|
1.76K
$68.2K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
872+ 57.79% |
$33.1K - $35.9K
|
2.38K
$92.4K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
250New |
$9.49K - $10.3K
|
250
$9.7K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
110New |
$4.18K - $4.53K
|
110
$4.27K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 0.21% |
$1.37K - $1.48K
|
17.2K
$668K
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
30+ 0.23% |
$1.14K - $1.24K
|
13.3K
$515K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
700+ 700.0% |
$23.5K - $28.4K
|
800
$31K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
260New |
$8.74K - $10.5K
|
260
$10.1K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$1.04K - $1.26K
|
31
$1.2K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 29.7% |
$1.01K - $1.22K
|
131
$5.08K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$33.6 - $40.5
|
1
$38.8
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35.6KNew |
$1.25M - $1.36M
|
35.6K
$1.38M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.3KNew |
$45.6K - $49.8K
|
1.3K
$50.5K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 1000.0% |
$16.1K - $18.4K
|
550
$21.3K
|
|
Q4 2022 | |||||||
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$322 - $357
|
10
$388
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
12.6KNew |
$384K - $458K
|
12.6K
$487K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1KNew |
$30.6K - $36.5K
|
1K
$38.8K
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23KNew |
$592K - $740K
|
23K
$891K
|
|
Q2 2019 | |||||||
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
BUY
|
- |
61+ 124.49% |
$1.56K - $1.76K
|
110
$4.27K
|