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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-82.5K- 90.58% |
$3.49M - $3.65M
|
8.58K
$399K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
188New |
$7.11K - $8.39K
|
188
$8.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
314New |
$11.9K - $14K
|
314
$14.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-135- 1.18% |
$5.1K - $6.02K
|
11.3K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.18KNew |
$234K - $276K
|
6.18K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
960New |
$36.3K - $42.8K
|
960
$44.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.92K+ 27357.14% |
$72.4K - $85.4K
|
1.92K
$89.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
38+ 25.5% |
$1.44K - $1.7K
|
187
$8.68K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.65% |
$454 - $535
|
1.86K
$86.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20+ 125.0% |
$756 - $892
|
36
$1.67K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
212New |
$8.02K - $9.46K
|
212
$9.85K
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.1% |
$189 - $223
|
5.22K
$243K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-604- 96.95% |
$22.8K - $27K
|
19
$882
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 38.2% |
$1.29K - $1.52K
|
55
$2.55K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.91KNew |
$72.2K - $85.2K
|
1.91K
$88.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.8K- 37.54% |
$144K - $169K
|
6.32K
$293K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
41.1K+ 7.56% |
$1.55M - $1.83M
|
585K
$27.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
63+ 17.95% |
$2.38K - $2.81K
|
414
$19.2K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15New |
$589 - $647
|
15
$697
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
306New |
$12K - $13.2K
|
306
$14.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.08KNew |
$239K - $262K
|
6.08K
$282K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20New |
$785 - $862
|
20
$929
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
209New |
$8.21K - $9.01K
|
209
$9.71K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-10.6K- 35.43% |
$416K - $457K
|
19.3K
$896K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
750New |
$29.5K - $32.3K
|
750
$34.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
156New |
$6.13K - $6.73K
|
156
$7.24K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
113KNew |
$4.45M - $4.89M
|
113K
$5.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
57New |
$2.24K - $2.46K
|
57
$2.65K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-748- 11.33% |
$29.4K - $32.3K
|
5.85K
$272K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$38.5 - $42.5
|
1
$46.4
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-56Closed |
$2.15K - $2.38K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.25% |
$500 - $552
|
5.25K
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.61KNew |
$61.9K - $68.4K
|
1.61K
$74.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.26K- 7.38% |
$48.5K - $53.5K
|
15.8K
$735K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
42+ 52.5% |
$1.62K - $1.78K
|
122
$5.67K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
702New |
$27K - $29.8K
|
702
$32.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
279New |
$10.7K - $11.8K
|
279
$13K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.5K+ 50.0% |
$96.2K - $106K
|
7.5K
$348K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
189K+ 76.86% |
$7.26M - $8.01M
|
434K
$20.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-7.01K- 52.3% |
$270K - $298K
|
6.39K
$297K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
160New |
$6.56K - $7.71K
|
160
$7.43K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135New |
$5.53K - $6.51K
|
135
$6.27K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
215+ 2150.0% |
$8.81K - $10.4K
|
225
$10.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5New |
$205 - $241
|
5
$232
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
102+ 0.91% |
$4.18K - $4.92K
|
11.3K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
18.6K+ 21.73% |
$762K - $896K
|
104K
$4.84M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.57K+ 19.19% |
$146K - $172K
|
22.2K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-353- 99.72% |
$14.5K - $17K
|
1
$46.4
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-351- 58.21% |
$14.4K - $16.9K
|
252
$11.7K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
114New |
$4.67K - $5.49K
|
114
$5.29K
|
|