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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-27.4K- 13.45% |
$1.35M - $1.53M
|
176K
$8.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
477+ 132.87% |
$23.5K - $26.7K
|
836
$40.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.47KNew |
$221K - $250K
|
4.47K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.8K+ 7.51% |
$187K - $212K
|
54.4K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-8.48K- 66.42% |
$418K - $474K
|
4.29K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
859+ 3.96% |
$42.4K - $48K
|
22.6K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.12K+ 32.93% |
$154K - $175K
|
12.6K
$611K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-133- 60.45% |
$6.56K - $7.44K
|
87
$4.22K
|
|
| Q4 2024 | |||||||
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.14KNew |
$221K - $251K
|
4.14K
$201K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
402New |
$21.5K - $24.4K
|
402
$19.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 31.63% |
$119K - $136K
|
4.84K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 8.31% |
$57.7K - $65.5K
|
14.1K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
680New |
$36.3K - $41.2K
|
680
$33K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$603K - $685K
|
11.3K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.65K- 8.91% |
$88K - $99.9K
|
16.8K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
117KNew |
$6.27M - $7.12M
|
117K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
434New |
$23.2K - $26.3K
|
434
$21K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-691- 15.39% |
$36.9K - $41.9K
|
3.8K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.5KNew |
$80.1K - $91K
|
1.5K
$72.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.6KNew |
$405K - $461K
|
7.6K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-575- 8.74% |
$30.7K - $34.9K
|
6K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95New |
$5.07K - $5.76K
|
95
$4.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.5KNew |
$1.15M - $1.31M
|
21.5K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.25K - $7.09K
|
117
$5.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
254New |
$13.6K - $15.4K
|
254
$12.3K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-675- 79.32% |
$36K - $40.9K
|
176
$8.53K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.87K+ 10.05% |
$153K - $174K
|
31.4K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.27% |
$267 - $303
|
1.89K
$91.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 2.07% |
$126K - $144K
|
117K
$5.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-19.3K- 64.59% |
$1.03M - $1.17M
|
10.6K
$512K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.1K+ 2.1% |
$112K - $127K
|
102K
$4.95M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 1136.9% |
$588K - $677K
|
12.5K
$604K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.6KNew |
$849K - $977K
|
16.6K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.5KNew |
$743K - $855K
|
14.5K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 9.76% |
$2.26K - $2.6K
|
495
$24K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.4KNew |
$277K - $319K
|
5.4K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
890New |
$45.7K - $52.5K
|
890
$43.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-857- 79.13% |
$44K - $50.6K
|
226
$11K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.14K- 3.75% |
$58.6K - $67.4K
|
29.3K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-4- 0.09% |
$205 - $236
|
4.26K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.68K- 31.38% |
$137K - $158K
|
5.86K
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
464New |
$23.8K - $27.4K
|
464
$22.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-421- 51.34% |
$21.6K - $24.9K
|
399
$19.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.44KNew |
$228K - $262K
|
4.44K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.25K+ 100.0% |
$218K - $251K
|
8.5K
$412K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.74KNew |
$192K - $221K
|
3.74K
$181K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
481+ 0.38% |
$24.7K - $28.4K
|
125K
$6.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.15KNew |
$213K - $245K
|
4.15K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
28.1KNew |
$1.44M - $1.66M
|
28.1K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.59K+ 14.67% |
$338K - $389K
|
51.5K
$2.49M
|
|