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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-630- 2.91% |
$31.1K - $35.2K
|
21K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-25.9K- 26.09% |
$1.28M - $1.45M
|
73.5K
$3.56M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
12.4K+ 4.39% |
$613K - $695K
|
295K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-496- 64.75% |
$24.5K - $27.7K
|
270
$13.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-454K- 26.98% |
$22.4M - $25.4M
|
1.23M
$59.5M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.27KNew |
$62.7K - $71K
|
1.27K
$61.5K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-860- 8.84% |
$42.4K - $48.1K
|
8.87K
$430K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 4.37% |
$620K - $703K
|
300K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
172+ 17.5% |
$8.49K - $9.62K
|
1.16K
$56K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.1K- 29.09% |
$1.49M - $1.68M
|
73.4K
$3.56M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.97K- 10.56% |
$97.2K - $110K
|
16.7K
$808K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-238- 0.97% |
$11.7K - $13.3K
|
24.2K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.12K+ 7.76% |
$253K - $286K
|
71K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.93K+ 3.57% |
$145K - $164K
|
85.1K
$4.12M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-72- 0.22% |
$3.55K - $4.03K
|
33K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.55K+ 47.92% |
$422K - $478K
|
26.4K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-159K- 21.75% |
$7.85M - $8.9M
|
573K
$27.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-361- 4.75% |
$17.8K - $20.2K
|
7.24K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.57K- 23.27% |
$472K - $535K
|
31.6K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.99K- 27.03% |
$98.1K - $111K
|
5.37K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.79K- 39.72% |
$285K - $323K
|
8.78K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
211+ 2.16% |
$10.4K - $11.8K
|
9.97K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.84% |
$493 - $559
|
1.2K
$58K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.2K- 87.86% |
$59.3K - $67.1K
|
166
$8.04K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.77K+ 2.82% |
$186K - $211K
|
137K
$6.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-810- 14.81% |
$40K - $45.3K
|
4.66K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.42K+ 5.04% |
$70.2K - $79.6K
|
29.7K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
263+ 0.78% |
$13K - $14.7K
|
34.1K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50.7K- 88.53% |
$2.5M - $2.83M
|
6.57K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.05% |
$493 - $559
|
18.7K
$905K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-546- 22.48% |
$26.9K - $30.5K
|
1.88K
$91.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 3.38% |
$76.6K - $86.8K
|
47.5K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
173+ 0.59% |
$8.54K - $9.67K
|
29.3K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
860+ 6.28% |
$42.4K - $48.1K
|
14.5K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 3.77% |
$498K - $565K
|
278K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.53K+ 14.38% |
$174K - $197K
|
28.1K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 15.29% |
$154K - $175K
|
17.3K
$838K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
276+ 1.58% |
$13.6K - $15.4K
|
17.7K
$859K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.52K+ 31.32% |
$75.1K - $85.1K
|
6.38K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.64K+ 8.86% |
$179K - $203K
|
44.7K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 6.36% |
$510K - $578K
|
152K
$7.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-854- 3.06% |
$42.1K - $47.7K
|
27.1K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-2.66K- 10.91% |
$131K - $149K
|
21.7K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 2.03% |
$296 - $335
|
302
$14.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.22% |
$1.68K - $1.9K
|
15.6K
$757K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-20.5K- 45.81% |
$1.01M - $1.15M
|
24.3K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-187- 2.01% |
$9.23K - $10.5K
|
9.09K
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-185- 1.75% |
$9.13K - $10.3K
|
10.4K
$503K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18+ 5.49% |
$888 - $1.01K
|
346
$16.8K
|