Latest Institutional Purchases of Invesco ETF Tr Ii S&P Smallcap (XSLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
316New |
$14.2K - $15.2K
|
316
$15K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37New |
$1.67K - $1.78K
|
37
$1.75K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16New |
$720 - $770
|
16
$757
|
|
Q4 2024 | |||||||
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
99.6K+ 321.47% |
$4.67M - $5.11M
|
131K
$6.18M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
65.9KNew |
$3.09M - $3.38M
|
65.9K
$3.12M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$674K - $737K
|
14.4K
$680K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.64KNew |
$218K - $238K
|
4.64K
$220K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.57KNew |
$215K - $235K
|
4.57K
$216K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.34KNew |
$204K - $223K
|
4.34K
$206K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
377New |
$17.7K - $19.4K
|
377
$17.8K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
267New |
$12.5K - $13.7K
|
267
$12.6K
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
111+ 91.74% |
$5.21K - $5.7K
|
232
$11K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
49+ 1.09% |
$2.3K - $2.52K
|
4.53K
$214K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
45New |
$2.11K - $2.31K
|
45
$2.13K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
36New |
$1.69K - $1.85K
|
36
$1.7K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
18New |
$845 - $924
|
18
$852
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6+ 0.13% |
$282 - $308
|
4.74K
$224K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5New |
$235 - $257
|
5
$237
|
|
Q3 2024 | |||||||
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
4.95KNew |
$214K - $241K
|
4.95K
$234K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4.44KNew |
$192K - $216K
|
4.44K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.29KNew |
$186K - $209K
|
4.29K
$203K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.23KNew |
$183K - $205K
|
4.23K
$200K
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.9K+ 31.67% |
$82.2K - $92.3K
|
7.9K
$374K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
228New |
$9.86K - $11.1K
|
228
$10.8K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
148New |
$6.4K - $7.19K
|
148
$7K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18+ 0.49% |
$779 - $874
|
3.69K
$175K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 300.0% |
$130 - $146
|
4
$189
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.24K+ 4.9% |
$176K - $189K
|
90.8K
$4.3M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.63KNew |
$109K - $117K
|
2.63K
$124K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.65KNew |
$68.3K - $73.4K
|
1.65K
$78.1K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
373New |
$15.4K - $16.6K
|
373
$17.7K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
159New |
$6.59K - $7.08K
|
159
$7.53K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4New |
$166 - $178
|
4
$189
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.39K+ 153.0% |
$396K - $415K
|
15.5K
$735K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.38KNew |
$312K - $326K
|
7.38K
$349K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.02K+ 825.93% |
$254K - $266K
|
6.75K
$319K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.19K+ 2.63% |
$50.3K - $52.6K
|
46.4K
$2.2M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
220New |
$9.29K - $9.73K
|
220
$10.4K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
192New |
$8.11K - $8.49K
|
192
$9.09K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135New |
$5.7K - $5.97K
|
135
$6.39K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6New |
$253 - $265
|
6
$284
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.26% |
$169 - $177
|
1.54K
$73K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
41.1K+ 7.56% |
$1.55M - $1.83M
|
585K
$27.7M
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.18KNew |
$234K - $276K
|
6.18K
$292K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.92K+ 27357.14% |
$72.4K - $85.4K
|
1.92K
$91K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.91KNew |
$72.2K - $85.2K
|
1.91K
$90.4K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
960New |
$36.3K - $42.8K
|
960
$45.4K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
314New |
$11.9K - $14K
|
314
$14.9K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
212New |
$8.02K - $9.46K
|
212
$10K
|