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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
492+ 0.5% |
$25.3K - $28.6K
|
99.7K
$5.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
30+ 0.7% |
$1.54K - $1.74K
|
4.31K
$236K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.49K- 5.64% |
$179K - $203K
|
58.4K
$3.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 26.36% |
$130K - $147K
|
7.09K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.71K- 4.85% |
$293K - $332K
|
112K
$6.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.27K+ 4.92% |
$116K - $132K
|
48.4K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 0.67% |
$411 - $465
|
1.21K
$66.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-214- 0.6% |
$11K - $12.4K
|
35.5K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 2.6% |
$462 - $523
|
355
$19.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9+ 0.22% |
$462 - $523
|
4.16K
$228K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15- 1.6% |
$770 - $872
|
921
$50.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
965+ 3.97% |
$49.5K - $56.1K
|
25.2K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.77K- 16.38% |
$91K - $103K
|
9.05K
$496K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-52- 0.26% |
$2.67K - $3.02K
|
19.8K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.6K- 14.87% |
$904K - $1.02M
|
101K
$5.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.75K+ 5.88% |
$89.6K - $102K
|
31.4K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 0.19% |
$513 - $582
|
5.39K
$295K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.9K+ 5.38% |
$816K - $924K
|
311K
$17M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
238+ 0.7% |
$12.2K - $13.8K
|
34.4K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
128+ 0.47% |
$6.57K - $7.44K
|
27.3K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.75KNew |
$193K - $218K
|
3.75K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-259K- 60.16% |
$13.3M - $15.1M
|
172K
$9.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-900- 12.26% |
$46.2K - $52.3K
|
6.44K
$353K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
423+ 17.08% |
$21.7K - $24.6K
|
2.9K
$159K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.21K+ 17.91% |
$62.3K - $70.6K
|
7.99K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
838+ 1.32% |
$43K - $48.7K
|
64.2K
$3.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-95- 11.59% |
$4.88K - $5.52K
|
725
$39.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.69% |
$103 - $116
|
290
$15.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.95KNew |
$203K - $230K
|
3.95K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
7+ 0.73% |
$359 - $407
|
961
$52.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.61KNew |
$185K - $210K
|
3.61K
$198K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-523- 48.79% |
$26.8K - $30.4K
|
549
$30.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.74KNew |
$192K - $217K
|
3.74K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-630- 6.1% |
$32.3K - $36.6K
|
9.7K
$532K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-336- 15.75% |
$17.2K - $19.5K
|
1.8K
$98.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-154- 0.72% |
$7.9K - $8.96K
|
21.3K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-16K- 6.33% |
$821K - $930K
|
237K
$13M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1K- 3.03% |
$51.5K - $58.3K
|
32.1K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46- 5.97% |
$2.36K - $2.67K
|
724
$39.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-903- 2.0% |
$46.4K - $52.5K
|
44.2K
$2.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.22K+ 6.29% |
$165K - $187K
|
54.4K
$2.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-913- 5.11% |
$46.9K - $53.1K
|
17K
$929K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-218- 1.22% |
$11.2K - $12.7K
|
17.7K
$969K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.47K- 27.1% |
$332K - $376K
|
17.4K
$953K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
2.5K+ 3.65% |
$129K - $146K
|
71.2K
$3.9M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.5K- 19.72% |
$860K - $1.01M
|
79.2K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.7KNew |
$739K - $870K
|
16.7K
$915K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 64.81% |
$616K - $726K
|
7.56K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.19K+ 86.1% |
$318K - $375K
|
15.5K
$852K
|
|