Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.3K- 30.19% |
$870K - $1.04M
|
58.6K
$2.45M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-13.8K- 6.71% |
$473K - $565K
|
191K
$7.99M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-5.99K- 5.97% |
$206K - $245K
|
94.3K
$3.94M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.75K- 23.83% |
$60.1K - $71.7K
|
5.6K
$234K
|
|
Q1 2025 | |||||||
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.3K- 4.24% |
$2.13M - $2.47M
|
1.27M
$53.1M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.4K- 70.42% |
$694K - $805K
|
7.72K
$322K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.7K- 50.0% |
$591K - $686K
|
15.7K
$654K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.1K- 26.59% |
$382K - $443K
|
27.9K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.51K- 25.48% |
$284K - $329K
|
22K
$917K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.49K- 5.84% |
$283K - $328K
|
121K
$5.04M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.65K- 46.89% |
$251K - $291K
|
7.53K
$315K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.91K- 21.83% |
$72.1K - $83.7K
|
6.84K
$285K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.57K- 16.95% |
$59.4K - $68.8K
|
7.7K
$322K
|
|
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
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-624- 6.17% |
$23.6K - $27.3K
|
9.49K
$396K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-226- 2.25% |
$8.54K - $9.9K
|
9.84K
$411K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-195- 1.21% |
$7.37K - $8.54K
|
15.9K
$663K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-140- 17.18% |
$5.29K - $6.13K
|
675
$28.2K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-40- 0.64% |
$1.51K - $1.75K
|
6.17K
$257K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71.8K- 42.77% |
$3.04M - $3.42M
|
96.1K
$4.01M
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-688- 4.55% |
$29.1K - $32.7K
|
14.4K
$602K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-438- 2.89% |
$18.5K - $20.8K
|
14.7K
$614K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-121- 1.14% |
$5.12K - $5.76K
|
10.5K
$437K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 55.45% |
$2.58K - $2.9K
|
49
$2.05K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 10.38% |
$1.14K - $1.28K
|
233
$9.73K
|
|
Q1 2024 | |||||||
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-41.4K- 37.6% |
$1.57M - $1.71M
|
68.7K
$2.87M
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.5K- 41.96% |
$143K - $162K
|
6.23K
$260K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-151- 78.65% |
$4.8K - $5.44K
|
41
$1.71K
|
|
Q1 2023 | |||||||
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-592- 5.69% |
$19.1K - $21.8K
|
9.81K
$410K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-40Closed |
$1.21K - $1.44K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-474Closed |
$16.6K - $19K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.3KClosed |
$1.13M - $1.24M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-200Closed |
$7.43K - $8.18K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-206KClosed |
$7.27M - $7.79M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-111Closed |
$3.92K - $4.2K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-16.8KClosed |
$433K - $540K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 29, 2019
Q2 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-18.7KClosed |
$478K - $538K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 26, 2019
Q1 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-709KClosed |
$17.5M - $20.1M
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-12.6KClosed |
$310K - $357K
|
0
$0
|
|
Q2 2018 | |||||||
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$355K - $404K
|
0
$0
|