Latest Institutional Transactions on Invesco ETF Tr Ii S&P Smallcap (XSLV)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSLV) 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 2.65% |
$3.57K - $3.9K
|
2.8K
$132K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
131KNew |
$6.13M - $6.7M
|
131K
$6.19M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.91K- 10.54% |
$183K - $201K
|
33.2K
$1.57M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
45New |
$2.11K - $2.31K
|
45
$2.13K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.6KNew |
$1.16M - $1.27M
|
24.6K
$1.17M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
885+ 53.86% |
$41.5K - $45.4K
|
2.53K
$120K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.96K+ 79.15% |
$467K - $511K
|
22.5K
$1.07M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-167- 34.94% |
$7.84K - $8.57K
|
311
$14.7K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 3.98% |
$8.45K - $9.24K
|
4.35K
$206K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5New |
$235 - $257
|
5
$237
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.83K- 19.69% |
$273K - $299K
|
23.8K
$1.13M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-785- 4.27% |
$36.8K - $40.3K
|
17.6K
$834K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-100- 1.9% |
$4.69K - $5.13K
|
5.16K
$245K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
51+ 1.14% |
$2.39K - $2.62K
|
4.51K
$214K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-739- 2.34% |
$34.7K - $37.9K
|
30.9K
$1.46M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-317- 3.0% |
$14.9K - $16.3K
|
10.3K
$486K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
160New |
$7.51K - $8.21K
|
160
$7.58K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
307New |
$14.4K - $15.8K
|
307
$14.5K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.57KNew |
$215K - $235K
|
4.57K
$217K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-160- 1.46% |
$7.51K - $8.21K
|
10.8K
$511K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-150- 2.11% |
$7.04K - $7.7K
|
6.95K
$329K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
65.9KNew |
$3.09M - $3.38M
|
65.9K
$3.12M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.5KNew |
$1.05M - $1.15M
|
22.5K
$1.06M
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
4.99K+ 6.31% |
$234K - $256K
|
84.1K
$3.98M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-472- 58.93% |
$22.1K - $24.2K
|
329
$15.6K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
518+ 4.07% |
$24.3K - $26.6K
|
13.2K
$627K
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 0.01% |
$93.8 - $103
|
16.6K
$786K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.69K+ 2.43% |
$220K - $241K
|
198K
$9.38M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.03% |
$93.8 - $103
|
6.21K
$294K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 0.95% |
$2.11K - $2.31K
|
4.68K
$222K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-405- 5.76% |
$19K - $20.8K
|
6.63K
$314K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
267New |
$12.5K - $13.7K
|
267
$12.7K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
508+ 7.62% |
$23.8K - $26.1K
|
7.18K
$340K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-5.21K- 38.76% |
$245K - $268K
|
8.24K
$390K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.64KNew |
$218K - $238K
|
4.64K
$220K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.19K- 58.14% |
$384K - $421K
|
5.9K
$279K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.8K- 3.61% |
$366K - $400K
|
208K
$9.87M
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-91- 1.37% |
$4.27K - $4.67K
|
6.57K
$311K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$46.9 - $51.3
|
49.4K
$2.34M
|
|
Q3 2024 | |||||||
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-72.7K- 52.84% |
$3.14M - $3.53M
|
64.9K
$3.07M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.67K- 21.48% |
$115K - $130K
|
9.75K
$462K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.46K- 13.95% |
$150K - $168K
|
21.3K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 9.47% |
$633K - $710K
|
140K
$6.63M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.4K- 22.25% |
$1.62M - $1.81M
|
131K
$6.18M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.75K+ 1.54% |
$162K - $182K
|
247K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.1K+ 120.51% |
$1M - $1.12M
|
42.3K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 300.0% |
$130 - $146
|
4
$190
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.48K+ 135.04% |
$194K - $218K
|
7.8K
$370K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.18K- 32.79% |
$94.3K - $106K
|
4.47K
$212K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
32.1K+ 209.8% |
$1.39M - $1.56M
|
47.4K
$2.25M
|