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 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-9.02KClosed |
$267K - $332K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-955Closed |
$28.2K - $35.2K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-106Closed |
$3.13K - $3.9K
|
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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.01KClosed |
$237K - $295K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.14KClosed |
$211K - $263K
|
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
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.75KClosed |
$229K - $286K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$1.48K - $1.84K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-21.6KClosed |
$637K - $794K
|
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
|
True Private Wealth Advisors
|
SELL
|
- |
-88Closed |
$2.6K - $3.24K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-19.5KClosed |
$577K - $720K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Hnp Capital LLC
|
SELL
|
- |
-12.4KClosed |
$366K - $457K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
-4Closed |
$118 - $147
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-22.7KClosed |
$670K - $835K
|
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
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-521KClosed |
$14.7M - $26.8M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-23.7KClosed |
$669K - $1.22M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-142KClosed |
$4M - $7.3M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.41KClosed |
$209K - $381K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.61KClosed |
$214K - $391K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.49KClosed |
$127K - $231K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
E Rn Financial, LLC
|
SELL
|
- |
-4.6KClosed |
$130K - $236K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.3KClosed |
$93K - $170K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.73KClosed |
$133K - $243K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.34KClosed |
$37.8K - $68.9K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.52KClosed |
$71K - $130K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.19KClosed |
$33.4K - $61K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.13KClosed |
$116K - $213K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-184KClosed |
$5.2M - $9.48M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Minot Wealth Management LLC
|
SELL
|
- |
-139KClosed |
$3.91M - $7.14M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-232KClosed |
$6.54M - $11.9M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-197Closed |
$5.55K - $10.1K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-312Closed |
$8.8K - $16.1K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-37KClosed |
$1.04M - $1.91M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$332K - $605K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-90Closed |
$2.54K - $4.63K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-129KClosed |
$3.64M - $6.64M
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-239KClosed |
$6.72M - $12.3M
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-23.1KClosed |
$652K - $1.19M
|
0
$0
|