Latest Institutional Transactions on Invesco S&P Smallcap Value Wit (XSVM)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Value Wit (XSVM) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 1.24% |
$107K - $121K
|
162K
$8.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.54% |
$10.7K - $12.1K
|
12.8K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.3K+ 3.28% |
$69.6K - $79K
|
41K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.58K+ 12.41% |
$298K - $339K
|
50.6K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-6.18K- 18.11% |
$330K - $374K
|
27.9K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.45K- 2.28% |
$77.3K - $87.9K
|
62K
$3.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.57K- 14.12% |
$190K - $216K
|
21.7K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.1K+ 2.1% |
$112K - $127K
|
102K
$5.62M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 1136.9% |
$588K - $677K
|
12.5K
$687K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.6KNew |
$849K - $977K
|
16.6K
$912K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-19.9K- 30.41% |
$1.02M - $1.18M
|
45.6K
$2.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.46K+ 4.73% |
$382K - $440K
|
165K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 22.38% |
$6.98M - $8.04M
|
472K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250+ 227.27% |
$12.8K - $14.8K
|
360
$19.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 85.6% |
$1.32M - $1.52M
|
4.32K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
511+ 4.09% |
$26.2K - $30.2K
|
13K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 9.76% |
$2.26K - $2.6K
|
495
$27.3K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
7.57K+ 2.92% |
$388K - $447K
|
267K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.96K+ 25.16% |
$100K - $115K
|
9.73K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 10.42% |
$244K - $281K
|
50.5K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.3K+ 514.29% |
$1.3M - $1.49M
|
30.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.5KNew |
$743K - $855K
|
14.5K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 5.03% |
$86.3K - $99.4K
|
31.8K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-370- 7.29% |
$19K - $21.8K
|
4.7K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.1KNew |
$3.03M - $3.49M
|
59.1K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.5KNew |
$949K - $1.09M
|
18.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-857- 79.13% |
$44K - $50.6K
|
226
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 5.48% |
$57.1K - $65.8K
|
19.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 138.64% |
$551K - $635K
|
18.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.5K+ 39.92% |
$1M - $1.15M
|
68.4K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.2KNew |
$781K - $899K
|
15.2K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
890New |
$45.7K - $52.5K
|
890
$49K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
377+ 0.06% |
$19.3K - $22.3K
|
587K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.14K+ 32.67% |
$264K - $304K
|
20.9K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.25K- 0.58% |
$64.1K - $73.7K
|
213K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.4KNew |
$277K - $319K
|
5.4K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.45K- 9.42% |
$74.4K - $85.7K
|
14K
$769K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-51- 0.92% |
$2.62K - $3.01K
|
5.47K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
29+ 0.15% |
$1.49K - $1.71K
|
19K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.6K- 3.06% |
$287K - $331K
|
177K
$9.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.29K- 2.36% |
$169K - $194K
|
136K
$7.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 4.51% |
$619K - $712K
|
279K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
514+ 12.93% |
$26.4K - $30.3K
|
4.49K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.71K+ 7.21% |
$344K - $396K
|
99.7K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
6.85K+ 13.25% |
$352K - $405K
|
58.6K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-372- 1.58% |
$19.1K - $22K
|
23.2K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.64K- 20.99% |
$289K - $333K
|
21.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.49K+ 5.02% |
$230K - $265K
|
94K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-62- 3.13% |
$3.18K - $3.66K
|
1.92K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 21.16% |
$63.4K - $73K
|
7.08K
$390K
|
|