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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 10.87% |
$642K - $756K
|
148K
$8.49M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.07KNew |
$47.4K - $55.8K
|
1.07K
$61.4K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8+ 0.15% |
$354 - $417
|
5.38K
$308K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.53K- 17.2% |
$67.4K - $79.4K
|
7.34K
$421K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 30.42% |
$7.24M - $8.53M
|
375K
$21.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3K- 11.17% |
$133K - $156K
|
23.9K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.75K- 14.41% |
$77.2K - $90.9K
|
10.4K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-37.3K- 32.49% |
$1.65M - $1.94M
|
77.5K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.8K- 12.56% |
$301K - $354K
|
47.4K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 64.81% |
$616K - $726K
|
7.56K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.35K- 4.21% |
$193K - $227K
|
99.2K
$5.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.7KNew |
$739K - $870K
|
16.7K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.99K- 5.59% |
$177K - $208K
|
67.4K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.3K- 20.1% |
$1.16M - $1.37M
|
105K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 52.13% |
$1.12M - $1.32M
|
23.2K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28.9K+ 73.17% |
$1.28M - $1.51M
|
68.5K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.05K- 5.49% |
$46.4K - $54.6K
|
18K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15K- 52.86% |
$664K - $782K
|
13.4K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.96K+ 243.96% |
$440K - $519K
|
14K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.8K- 30.69% |
$1.89M - $2.23M
|
96.7K
$5.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.19K+ 86.1% |
$318K - $375K
|
15.5K
$891K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.08K- 37.73% |
$401K - $473K
|
15K
$859K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.5K- 19.72% |
$860K - $1.01M
|
79.2K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.9K- 3.4% |
$747K - $880K
|
480K
$27.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.49K- 1.42% |
$66.1K - $77.8K
|
103K
$5.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.92K- 17.72% |
$84.9K - $100K
|
8.92K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5KNew |
$221K - $260K
|
5K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.56K- 6.12% |
$334K - $394K
|
116K
$6.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.44K+ 10.66% |
$152K - $179K
|
35.7K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141K- 11.51% |
$6.25M - $7.36M
|
1.09M
$62.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31- 6.26% |
$1.37K - $1.61K
|
464
$26.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.07K- 56.64% |
$47.4K - $55.8K
|
820
$47K
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-6K- 35.97% |
$265K - $312K
|
10.7K
$612K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-463- 25.07% |
$20.5K - $24.1K
|
1.38K
$79.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27.8K- 68.5% |
$1.23M - $1.45M
|
12.8K
$732K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.31K+ 21.72% |
$102K - $120K
|
13K
$743K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
47+ 0.53% |
$2.08K - $2.45K
|
8.99K
$515K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-12.8K- 21.49% |
$564K - $664K
|
46.6K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.5% |
$265 - $312
|
1.2K
$68.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.19K+ 11.53% |
$362K - $426K
|
79.2K
$4.54M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.63K- 34.18% |
$293K - $345K
|
12.8K
$732K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.94K- 99.78% |
$440K - $518K
|
22
$1.26K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54.5K- 18.16% |
$2.41M - $2.84M
|
246K
$14.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.33K- 7.27% |
$236K - $278K
|
68.1K
$3.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45- 0.49% |
$1.99K - $2.34K
|
9.2K
$527K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-222- 2.07% |
$9.82K - $11.6K
|
10.5K
$601K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-724- 81.35% |
$32K - $37.7K
|
166
$9.51K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
102+ 0.3% |
$4.51K - $5.31K
|
34.2K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.19K- 33.36% |
$96.9K - $114K
|
4.38K
$251K
|