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 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135New |
$5.53K - $6.51K
|
135
$6.84K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
114New |
$4.67K - $5.49K
|
114
$5.78K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
102+ 0.91% |
$4.18K - $4.92K
|
11.3K
$571K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59New |
$2.42K - $2.84K
|
59
$2.99K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
18New |
$738 - $867
|
18
$913
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5New |
$205 - $241
|
5
$254
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19KNew |
$775K - $902K
|
19K
$963K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
18.5KNew |
$755K - $878K
|
18.5K
$938K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.57KNew |
$227K - $264K
|
5.57K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
317New |
$12.9K - $15K
|
317
$16.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
250New |
$10.2K - $11.9K
|
250
$12.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
126New |
$5.14K - $5.98K
|
126
$6.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
37New |
$1.51K - $1.76K
|
37
$1.88K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.7KNew |
$312K - $376K
|
7.7K
$390K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9+ 1.16% |
$365 - $440
|
787
$39.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
8+ 0.7% |
$325 - $391
|
1.15K
$58.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.19% |
$162 - $195
|
341
$17.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
583KNew |
$24.7M - $28.9M
|
583K
$29.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
14K+ 339.02% |
$592K - $693K
|
18.1K
$917K
|
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.27K+ 33.85% |
$138K - $162K
|
12.9K
$655K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
650New |
$27.6K - $32.3K
|
650
$33K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
281+ 6.05% |
$11.9K - $14K
|
4.93K
$250K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
82New |
$3.48K - $4.07K
|
82
$4.16K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.79% |
$42.4 - $49.7
|
57
$2.89K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
169KNew |
$7.99M - $8.88M
|
169K
$8.56M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.83KNew |
$86.7K - $96.3K
|
1.83K
$92.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
200New |
$9.47K - $10.5K
|
200
$10.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
167New |
$7.9K - $8.78K
|
167
$8.47K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
72New |
$3.41K - $3.79K
|
72
$3.65K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 2.0% |
$284 - $315
|
306
$15.5K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.4KNew |
$210K - $230K
|
4.4K
$223K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.02KNew |
$192K - $210K
|
4.02K
$204K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
426New |
$20.4K - $22.3K
|
426
$21.6K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.15KNew |
$52.1K - $56.1K
|
1.15K
$58.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
153New |
$6.97K - $7.5K
|
153
$7.76K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.87KNew |
$448K - $473K
|
9.87K
$500K
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
1.2KNew |
$40.1K - $48.9K
|
1.2K
$60.8K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
363New |
$12.1K - $14.8K
|
363
$18.4K
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
64New |
$2.14K - $2.61K
|
64
$3.24K
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.15K+ 15.54% |
$55K - $59.1K
|
8.53K
$432K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
91KNew |
N/A
|
91K
$4.62M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$50.7
|
|