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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$490K - $538K
|
12.5K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.08KNew |
$239K - $262K
|
6.08K
$263K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
750New |
$29.5K - $32.3K
|
750
$32.4K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
306New |
$12K - $13.2K
|
306
$13.2K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
209New |
$8.21K - $9.01K
|
209
$9.04K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
156New |
$6.13K - $6.73K
|
156
$6.75K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
57New |
$2.24K - $2.46K
|
57
$2.47K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20New |
$785 - $862
|
20
$865
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15New |
$589 - $647
|
15
$649
|
|
Q2 2023 | |||||||
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
189K+ 76.86% |
$7.26M - $8.01M
|
434K
$18.8M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.7K+ 441.71% |
$1.45M - $1.6M
|
46.2K
$2M
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.5K+ 50.0% |
$96.2K - $106K
|
7.5K
$324K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.61KNew |
$61.9K - $68.4K
|
1.61K
$69.6K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
702New |
$27K - $29.8K
|
702
$30.4K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
500New |
$19.2K - $21.2K
|
500
$21.6K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
279New |
$10.7K - $11.8K
|
279
$12.1K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44New |
$1.69K - $1.87K
|
44
$1.9K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
42+ 52.5% |
$1.62K - $1.78K
|
122
$5.28K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.25% |
$500 - $552
|
5.25K
$227K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$38.5 - $42.5
|
1
$43.3
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.9K+ 21.56% |
$814K - $958K
|
112K
$4.85M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
18.6K+ 21.73% |
$762K - $896K
|
104K
$4.5M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$645K - $759K
|
15.7K
$681K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.95K+ 25.14% |
$162K - $190K
|
19.6K
$850K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.57K+ 19.19% |
$146K - $172K
|
22.2K
$959K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01KNew |
$82.4K - $96.9K
|
2.01K
$87K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
556+ 378.23% |
$22.8K - $26.8K
|
703
$30.4K
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
545+ 9.32% |
$22.3K - $26.3K
|
6.39K
$276K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251+ 1.87% |
$10.3K - $12.1K
|
13.6K
$590K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
215+ 2150.0% |
$8.81K - $10.4K
|
225
$9.73K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
160New |
$6.56K - $7.71K
|
160
$6.92K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135New |
$5.53K - $6.51K
|
135
$5.84K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
114New |
$4.67K - $5.49K
|
114
$4.93K
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
102+ 0.91% |
$4.18K - $4.92K
|
11.3K
$487K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59New |
$2.42K - $2.84K
|
59
$2.55K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
18New |
$738 - $867
|
18
$779
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5New |
$205 - $241
|
5
$216
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19KNew |
$836K - $902K
|
19K
$822K
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
18.5KNew |
$814K - $878K
|
18.5K
$800K
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.57KNew |
$245K - $264K
|
5.57K
$241K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
373New |
$16.4K - $17.7K
|
373
$16.1K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
317New |
$13.9K - $15K
|
317
$13.7K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
250New |
$11K - $11.9K
|
250
$10.8K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
126New |
$5.54K - $5.98K
|
126
$5.45K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
37New |
$1.63K - $1.76K
|
37
$1.6K
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.7KNew |
N/A
|
7.7K
$333K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9+ 1.16% |
N/A
|
787
$34K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
8+ 0.7% |
N/A
|
1.15K
$49.7K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.19% |
N/A
|
341
$14.7K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
583KNew |
N/A
|
583K
$25.2M
|