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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.81K+ 5.51% |
$503K - $579K
|
188K
$9.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-155- 1.13% |
$7.95K - $9.15K
|
13.5K
$656K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60New |
$3.09K - $3.39K
|
60
$2.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5KNew |
$258K - $283K
|
5K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3KNew |
$1.05M - $1.15M
|
20.3K
$984K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.73KNew |
$347K - $380K
|
6.73K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
41New |
$2.11K - $2.32K
|
41
$1.99K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
359New |
$18.5K - $20.3K
|
359
$17.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-44- 0.25% |
$2.27K - $2.49K
|
17.5K
$850K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-170- 10.81% |
$8.77K - $9.61K
|
1.4K
$67.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
277+ 64.42% |
$14.3K - $15.7K
|
707
$34.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-40- 29.85% |
$2.06K - $2.26K
|
94
$4.56K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-67- 0.42% |
$3.46K - $3.79K
|
15.8K
$765K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113New |
$5.83K - $6.39K
|
113
$5.48K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.7KNew |
$294K - $322K
|
5.7K
$276K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
687+ 12.5% |
$35.4K - $38.8K
|
6.18K
$300K
|
|
| Q1 2024 | |||||||
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-503- 4.01% |
$25.4K - $28.6K
|
12K
$583K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
13New |
$657 - $740
|
13
$630
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-124- 93.94% |
$6.27K - $7.06K
|
8
$388
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.24K+ 14.31% |
$113K - $128K
|
17.9K
$867K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
930+ 15.91% |
$47K - $53K
|
6.78K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.95K+ 20.23% |
$452K - $510K
|
53.2K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.58KNew |
$181K - $204K
|
3.58K
$173K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
585+ 1.61% |
$29.6K - $33.3K
|
36.9K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-200- 83.33% |
$10.1K - $11.4K
|
40
$1.94K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
239New |
$12.1K - $13.6K
|
239
$11.6K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
52+ 0.57% |
$2.63K - $2.96K
|
9.14K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
7.85KNew |
$397K - $447K
|
7.85K
$380K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
154New |
$7.78K - $8.77K
|
154
$7.46K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
108+ 156.52% |
$5.46K - $6.15K
|
177
$8.58K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
177New |
$7.98K - $9.77K
|
177
$8.58K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
31New |
$1.4K - $1.71K
|
31
$1.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.97K+ 543.8% |
$89K - $109K
|
2.34K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
19KNew |
$859K - $1.05M
|
19K
$923K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
109KNew |
$4.92M - $6.03M
|
109K
$5.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.25K- 57.49% |
$237K - $290K
|
3.88K
$188K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
44New |
$1.98K - $2.43K
|
44
$2.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$4.51K - $5.52K
|
100
$4.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
35New |
$1.58K - $1.93K
|
35
$1.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.35% |
$180 - $221
|
1.14K
$55.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
20.2KNew |
$909K - $1.11M
|
20.2K
$977K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.39KNew |
$198K - $242K
|
4.39K
$213K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8- 0.71% |
$361 - $442
|
1.12K
$54.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.96KNew |
$88.2K - $108K
|
1.96K
$94.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
195New |
$8.79K - $10.8K
|
195
$9.45K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
811+ 2.27% |
$36.9K - $41.1K
|
36.5K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30.8KClosed |
$1.4M - $1.56M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
220KNew |
$10M - $11.1M
|
220K
$10.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.8KNew |
$809K - $900K
|
17.8K
$861K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2KNew |
$91.1K - $101K
|
2K
$96.9K
|
|