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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-97Closed |
$3.11K - $3.53K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-13.1KClosed |
$420K - $476K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
- |
-55.3KClosed |
$1.77M - $2.01M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-9.29KClosed |
$298K - $338K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Verde Capital Management
|
SELL
|
- |
-212KClosed |
$6.8M - $7.71M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-40.1KClosed |
$1.29M - $1.46M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-18.9KClosed |
$605K - $687K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-40.1KClosed |
$1.29M - $1.46M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-12.8KClosed |
$410K - $465K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-157KClosed |
$5.05M - $5.73M
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-58.8KClosed |
$1.89M - $2.14M
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
SELL
|
- |
-36.8KClosed |
$1.18M - $1.34M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-8.95KClosed |
$287K - $326K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-64Closed |
$2.06K - $2.33K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-243Closed |
$7.8K - $8.85K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.01K- 2.38% |
$59.4K - $74K
|
82.6K
$3.83M
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-700Closed |
$20.7K - $25.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Inc
|
SELL
|
- |
-21.2KClosed |
$627K - $781K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-12.2KClosed |
$359K - $448K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-143KClosed |
$4.22M - $5.26M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-106Closed |
$3.13K - $3.9K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-9.02KClosed |
$267K - $332K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-955Closed |
$28.2K - $35.2K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-47.3KClosed |
$1.4M - $1.74M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-16.7KClosed |
$494K - $616K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100Closed |
$2.95K - $3.68K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.61KClosed |
$136K - $170K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
1776 Wealth LLC
|
SELL
|
- |
-24.8KClosed |
$731K - $912K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.14KClosed |
$211K - $263K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.01KClosed |
$237K - $295K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-30.2KClosed |
$893K - $1.11M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-77.5KClosed |
$2.29M - $2.85M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-21.6KClosed |
$637K - $794K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$1.48K - $1.84K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.75KClosed |
$229K - $286K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-8.24KClosed |
$243K - $303K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.2KClosed |
$183K - $228K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-19.5KClosed |
$577K - $720K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-88Closed |
$2.6K - $3.24K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Hnp Capital LLC
|
SELL
|
- |
-12.4KClosed |
$366K - $457K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-22.7KClosed |
$670K - $835K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
-4Closed |
$118 - $147
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-55.8KClosed |
$1.57M - $2.87M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-542Closed |
$15.3K - $27.9K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-23.7KClosed |
$669K - $1.22M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-521KClosed |
$14.7M - $26.8M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-142KClosed |
$4M - $7.3M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.61KClosed |
$214K - $391K
|
0
$0
|
|