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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.9K- 3.8% |
$957K - $1.09M
|
454K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$603K - $685K
|
11.3K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
472+ 26.11% |
$25.2K - $28.6K
|
2.28K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 8.31% |
$57.7K - $65.5K
|
14.1K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
680New |
$36.3K - $41.2K
|
680
$37.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
33.8KNew |
$1.8M - $2.05M
|
33.8K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
726+ 1.44% |
$38.8K - $44K
|
51.2K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
163+ 0.8% |
$8.7K - $9.88K
|
20.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.66K- 31.37% |
$355K - $404K
|
14.6K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.37KNew |
$340K - $386K
|
6.37K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.84K+ 22.63% |
$365K - $415K
|
37K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.65K- 8.91% |
$88K - $99.9K
|
16.8K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.6K- 16.24% |
$512K - $582K
|
49.5K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.9K+ 56.87% |
$2.08M - $2.36M
|
107K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$5.34K - $6.06K
|
100
$5.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
117KNew |
$6.27M - $7.12M
|
117K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$595K - $676K
|
11.1K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.15K+ 22.41% |
$221K - $251K
|
22.6K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.86KNew |
$259K - $295K
|
4.86K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.69K+ 63.62% |
$517K - $588K
|
24.9K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 6.98% |
$2.19M - $2.49M
|
546K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
483KNew |
$25.8M - $29.3M
|
483K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
336+ 3.77% |
$17.9K - $20.4K
|
9.25K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 62.84% |
$7.14M - $8.12M
|
79.2K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-691- 15.39% |
$36.9K - $41.9K
|
3.8K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
434New |
$23.2K - $26.3K
|
434
$23.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
983New |
$52.5K - $59.6K
|
983
$54K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.4K+ 1.73% |
$74.7K - $84.9K
|
82.1K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29.1K- 33.71% |
$1.55M - $1.77M
|
57.3K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.42K+ 1226.94% |
$236K - $268K
|
4.78K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.77K+ 3.77% |
$201K - $228K
|
104K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
40+ 0.33% |
$2.14K - $2.43K
|
12.1K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
15.8K+ 5.91% |
$843K - $957K
|
283K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38+ 0.18% |
$2.03K - $2.3K
|
20.9K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.9K- 18.08% |
$1.59M - $1.81M
|
135K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.5KNew |
$80.1K - $91K
|
1.5K
$82.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.1K- 15.84% |
$1.5M - $1.7M
|
149K
$8.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-307- 0.52% |
$16.4K - $18.6K
|
58.3K
$3.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.63K- 11.65% |
$86.8K - $98.7K
|
12.3K
$677K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
43+ 2.24% |
$2.3K - $2.61K
|
1.96K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 85.61% |
$877K - $997K
|
35.6K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.7K- 16.12% |
$1.37M - $1.56M
|
134K
$7.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.19K+ 25.32% |
$63.6K - $72.2K
|
5.89K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13.7K- 45.6% |
$730K - $829K
|
16.3K
$896K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.6KNew |
$405K - $461K
|
7.6K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-561- 2.92% |
$29.9K - $34K
|
18.6K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.1K+ 2.5% |
$2.19M - $2.49M
|
1.68M
$92.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.71K+ 3.95% |
$198K - $225K
|
97.7K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
28.3KNew |
$1.51M - $1.71M
|
28.3K
$1.55M
|