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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.02MNew |
$38.9M - $44.2M
|
1.02M
$45.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
825KNew |
$31.5M - $35.9M
|
825K
$36.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
418KNew |
$16M - $18.2M
|
418K
$18.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 19.86% |
$8.36M - $9.51M
|
1.32M
$59M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
159KNew |
$6.07M - $6.91M
|
159K
$7.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
95.7K+ 2975.26% |
$3.66M - $4.16M
|
99K
$4.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
34.4K+ 92.06% |
$1.31M - $1.49M
|
71.7K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 23.44% |
$1.15M - $1.31M
|
159K
$7.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29.2KNew |
$1.12M - $1.27M
|
29.2K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7K+ 43.52% |
$907K - $1.03M
|
78.2K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.2KNew |
$810K - $922K
|
21.2K
$948K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.6K+ 11.38% |
$672K - $764K
|
172K
$7.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
16.6K+ 36.58% |
$634K - $721K
|
61.9K
$2.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16KNew |
$610K - $694K
|
16K
$714K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1KNew |
$578K - $658K
|
15.1K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
15.1KNew |
$578K - $657K
|
15.1K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.54K+ 1504.89% |
$365K - $415K
|
10.2K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.95K+ 42.6% |
$342K - $389K
|
30K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.52K+ 18.19% |
$326K - $370K
|
55.4K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.15K+ 29.61% |
$312K - $354K
|
35.7K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.27KNew |
$278K - $316K
|
7.27K
$325K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.26K+ 99.46% |
$239K - $272K
|
12.6K
$561K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
6.21K+ 4.12% |
$237K - $270K
|
157K
$7.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.83KNew |
$223K - $253K
|
5.83K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.17KNew |
$197K - $225K
|
5.17K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.73KNew |
$181K - $205K
|
4.73K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
4.72K+ 34.3% |
$181K - $205K
|
18.5K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.25K+ 13.92% |
$162K - $185K
|
34.7K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.15K+ 80.44% |
$159K - $180K
|
9.31K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.24K+ 7.35% |
$124K - $141K
|
47.2K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.14K+ 8.37% |
$120K - $137K
|
40.7K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.89K+ 3.03% |
$110K - $125K
|
98.3K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.42K+ 3.82% |
$54.3K - $61.8K
|
38.7K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.28K+ 6.0% |
$49.1K - $55.8K
|
22.7K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
795New |
$30.4K - $34.6K
|
795
$35.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
275+ 7.23% |
$10.5K - $12K
|
4.08K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
202+ 1.35% |
$7.72K - $8.78K
|
15.2K
$680K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
177+ 1.7% |
$6.76K - $7.69K
|
10.6K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
126New |
$4.82K - $5.48K
|
126
$5.63K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
51New |
$1.95K - $2.22K
|
51
$2.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
44+ 0.26% |
$1.68K - $1.91K
|
17.3K
$773K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5+ 0.02% |
$191 - $217
|
20.2K
$904K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$115 - $130
|
12.1K
$542K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$393K - $417K
|
10.2K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.57K+ 47.51% |
$137K - $146K
|
11.1K
$495K
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
462+ 3.48% |
$17.7K - $18.9K
|
13.7K
$614K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.91% |
$38.4 - $40.8
|
111
$4.96K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$586K - $635K
|
15.4K
$690K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1KNew |
$460K - $499K
|
12.1K
$542K
|
|