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 |
---|---|---|---|---|---|---|---|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-190- 1.55% |
$7.87K - $8.87K
|
12.1K
$571K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
859+ 1.53% |
$35.6K - $40.1K
|
56.9K
$2.69M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63- 0.53% |
$2.61K - $2.94K
|
11.9K
$562K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.5K- 5.4% |
$476K - $536K
|
201K
$9.54M
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.39% |
$41.4 - $46.7
|
73
$3.46K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 1.74% |
$41.5K - $46.8K
|
58.4K
$2.77M
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-894- 68.3% |
$37K - $41.7K
|
415
$19.6K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-376- 12.75% |
$15.6K - $17.6K
|
2.57K
$122K
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 0.01% |
$82.8 - $93.4
|
16.6K
$785K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
940+ 7.71% |
$38.9K - $43.9K
|
13.1K
$621K
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12.6K+ 5.97% |
$521K - $588K
|
223K
$10.6M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
246KNew |
$10.2M - $11.5M
|
246K
$11.6M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.22K+ 9.1% |
$50.5K - $56.9K
|
14.6K
$691K
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
51+ 0.77% |
$2.11K - $2.38K
|
6.68K
$316K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
113New |
$4.68K - $5.27K
|
113
$5.35K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
164+ 0.95% |
$6.79K - $7.66K
|
17.4K
$824K
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.97K+ 36.44% |
$81.6K - $92K
|
7.38K
$349K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 72.73% |
$1.33K - $1.49K
|
12
$568
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-119- 1.71% |
$4.93K - $5.55K
|
6.83K
$323K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
850+ 0.99% |
$35.2K - $39.7K
|
86.6K
$4.1M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.46K+ 26.31% |
$392K - $441K
|
45.4K
$2.15M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-206- 9.32% |
$8.53K - $9.62K
|
2K
$94.8K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 1.45% |
$911 - $1.03K
|
1.54K
$73K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-458- 4.62% |
$19K - $21.4K
|
9.45K
$447K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.7K- 5.61% |
$112K - $126K
|
45.5K
$2.15M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.31KNew |
$220K - $248K
|
5.31K
$252K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.61% |
$41.4 - $46.7
|
164
$7.76K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.4K- 19.41% |
$57.9K - $65.3K
|
5.8K
$275K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.39KNew |
$288K - $307K
|
6.39K
$302K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.3K+ 74.07% |
$148K - $159K
|
7.75K
$367K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-253- 8.51% |
$11.4K - $12.2K
|
2.72K
$129K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.58KNew |
$206K - $220K
|
4.58K
$217K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-769- 8.86% |
$34.6K - $37K
|
7.91K
$374K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
109KNew |
$4.89M - $5.22M
|
109K
$5.14M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.7K- 73.86% |
$1.2M - $1.28M
|
9.44K
$447K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-605- 99.83% |
$27.2K - $29.1K
|
1
$47.3
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
635New |
$28.6K - $30.6K
|
635
$30.1K
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-120- 4.02% |
$5.4K - $5.78K
|
2.87K
$136K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-59- 17.93% |
$2.66K - $2.84K
|
270
$12.8K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-156- 5.45% |
$7.02K - $7.51K
|
2.71K
$128K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16New |
$720 - $770
|
16
$757
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-206- 19.85% |
$9.28K - $9.92K
|
832
$39.4K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37New |
$1.67K - $1.78K
|
37
$1.75K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-217- 4.64% |
$9.77K - $10.4K
|
4.46K
$211K
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-305- 5.28% |
$13.7K - $14.7K
|
5.48K
$259K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
316New |
$14.2K - $15.2K
|
316
$15K
|
|
Q4 2024 | |||||||
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
111+ 91.74% |
$5.21K - $5.7K
|
232
$11K
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
99.6K+ 321.47% |
$4.67M - $5.11M
|
131K
$6.18M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
36New |
$1.69K - $1.85K
|
36
$1.7K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
49+ 1.09% |
$2.3K - $2.52K
|
4.53K
$214K
|