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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-353- 5.08% |
$15.9K - $17K
|
6.6K
$306K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.08% |
$45 - $48.1
|
1.31K
$60.8K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-372- 1.2% |
$16.8K - $17.9K
|
30.5K
$1.42M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-369- 3.42% |
$16.6K - $17.8K
|
10.4K
$484K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-267- 8.3% |
$12K - $12.9K
|
2.95K
$137K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
152+ 1.15% |
$6.84K - $7.32K
|
13.4K
$622K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 2.23% |
$209K - $223K
|
213K
$9.89M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.5K+ 59.94% |
$606K - $648K
|
35.9K
$1.67M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
582+ 1.05% |
$26.2K - $28K
|
56.1K
$2.6M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-356- 2.02% |
$16K - $17.1K
|
17.2K
$801K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-59- 17.93% |
$2.66K - $2.84K
|
270
$12.5K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-156- 5.45% |
$7.02K - $7.51K
|
2.71K
$126K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.04% |
$90.1 - $96.3
|
4.62K
$214K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-226- 50.0% |
$10.2K - $10.9K
|
226
$10.5K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-206- 19.85% |
$9.28K - $9.92K
|
832
$38.6K
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.41KNew |
$244K - $260K
|
5.41K
$251K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16New |
$720 - $770
|
16
$743
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.86K- 16.17% |
$83.7K - $89.5K
|
9.64K
$448K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-38.2K- 29.25% |
$1.72M - $1.84M
|
92.4K
$4.29M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.93K+ 18.85% |
$87K - $93.1K
|
12.2K
$566K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24- 0.2% |
$1.08K - $1.16K
|
11.9K
$554K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37New |
$1.67K - $1.78K
|
37
$1.72K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$1.98K - $2.12K
|
44
$2.04K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-225- 3.14% |
$10.1K - $10.8K
|
6.95K
$323K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-217- 4.64% |
$9.77K - $10.4K
|
4.46K
$207K
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12.8K+ 6.46% |
$576K - $615K
|
211K
$9.78M
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-305- 5.28% |
$13.7K - $14.7K
|
5.48K
$254K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
316New |
$14.2K - $15.2K
|
316
$14.7K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.98K+ 12.16% |
$140K - $153K
|
27.4K
$1.27M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
36New |
$1.69K - $1.85K
|
36
$1.67K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8KNew |
$837K - $916K
|
17.8K
$829K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
377New |
$17.7K - $19.4K
|
377
$17.5K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
49+ 1.09% |
$2.3K - $2.52K
|
4.53K
$210K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$674K - $737K
|
14.4K
$667K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.34KNew |
$204K - $223K
|
4.34K
$202K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23New |
$1.08K - $1.18K
|
23
$1.07K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6+ 0.13% |
$282 - $308
|
4.74K
$220K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 0.32% |
$1.17K - $1.28K
|
7.83K
$363K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
866New |
$40.6K - $44.5K
|
866
$40.2K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
18New |
$845 - $924
|
18
$836
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.4KNew |
$910K - $995K
|
19.4K
$900K
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-2.8K- 32.88% |
$131K - $144K
|
5.71K
$265K
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-516- 6.49% |
$24.2K - $26.5K
|
7.43K
$345K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 2.65% |
$3.57K - $3.9K
|
2.8K
$130K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
45New |
$2.11K - $2.31K
|
45
$2.09K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 3.98% |
$8.45K - $9.24K
|
4.35K
$202K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-100- 1.9% |
$4.69K - $5.13K
|
5.16K
$240K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5New |
$235 - $257
|
5
$232
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.83K- 19.69% |
$273K - $299K
|
23.8K
$1.1M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
51+ 1.14% |
$2.39K - $2.62K
|
4.51K
$209K
|