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 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-380- 7.1% |
$15.6K - $18.3K
|
4.97K
$231K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251+ 1.87% |
$10.3K - $12.1K
|
13.6K
$634K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.95K+ 25.14% |
$162K - $190K
|
19.6K
$912K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.6K- 11.75% |
$65.7K - $77.3K
|
12K
$559K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.9K+ 21.56% |
$814K - $958K
|
112K
$5.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01KNew |
$82.4K - $96.9K
|
2.01K
$93.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
556+ 378.23% |
$22.8K - $26.8K
|
703
$32.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
545+ 9.32% |
$22.3K - $26.3K
|
6.39K
$297K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-127- 2.32% |
$5.2K - $6.12K
|
5.35K
$248K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-160K- 79.43% |
$6.57M - $7.73M
|
41.6K
$1.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
18New |
$738 - $867
|
18
$836
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18KClosed |
$735K - $855K
|
0
$0
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.57KNew |
$227K - $264K
|
5.57K
$259K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
18.5KNew |
$755K - $878K
|
18.5K
$859K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
317New |
$12.9K - $15K
|
317
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
37New |
$1.51K - $1.76K
|
37
$1.72K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.94K- 53.66% |
$405K - $472K
|
8.58K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.72K- 97.79% |
$233K - $271K
|
129
$5.99K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.55K- 23.24% |
$104K - $121K
|
8.42K
$391K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-6.37K- 6.62% |
$260K - $303K
|
89.9K
$4.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19KNew |
$775K - $902K
|
19K
$882K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5- 26.32% |
$204 - $237
|
14
$650
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-407- 4.41% |
$16.6K - $19.3K
|
8.82K
$409K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-344- 99.14% |
$14K - $16.3K
|
3
$139
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.88K- 27.37% |
$117K - $141K
|
7.64K
$355K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26- 96.3% |
$1.05K - $1.27K
|
1
$46.4
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.95K- 1.93% |
$78.9K - $95.1K
|
98.8K
$4.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9+ 1.16% |
$365 - $440
|
787
$36.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.7KNew |
$312K - $376K
|
7.7K
$357K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
8+ 0.7% |
$325 - $391
|
1.15K
$53.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.19% |
$162 - $195
|
341
$15.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-90- 1.21% |
$3.65K - $4.4K
|
7.36K
$342K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-1.11K- 2.72% |
$45K - $54.1K
|
39.7K
$1.84M
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-20- 80.0% |
$811 - $977
|
5
$232
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-768Closed |
$32.6K - $38.1K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.02K- 72.56% |
$128K - $150K
|
1.14K
$53.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-4.72K- 6.36% |
$200K - $234K
|
69.5K
$3.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-596Closed |
$25.3K - $29.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
583KNew |
$24.7M - $28.9M
|
583K
$27.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.19KClosed |
$389K - $456K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-63Closed |
$2.67K - $3.13K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
82New |
$3.48K - $4.07K
|
82
$3.81K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.31KClosed |
$183K - $214K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.27K+ 33.85% |
$138K - $162K
|
12.9K
$600K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.29K- 31.18% |
$97K - $114K
|
5.05K
$235K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.12K- 14.91% |
$89.9K - $105K
|
12.1K
$562K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-59Closed |
$2.5K - $2.93K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-4.84KClosed |
$205K - $240K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-125Closed |
$5.3K - $6.21K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.34KClosed |
$226K - $265K
|
0
$0
|
|