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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
33.4KNew |
$1.41M - $1.68M
|
33.4K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
8.54KNew |
$361K - $429K
|
8.54K
$471K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.36K- 58.72% |
$184K - $219K
|
3.06K
$169K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.26KNew |
$53K - $63K
|
1.26K
$69.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
67New |
$2.83K - $3.37K
|
67
$3.69K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.56K+ 5.59% |
$319K - $380K
|
143K
$7.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$188K - $224K
|
4.46K
$245K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.15KNew |
$90.5K - $108K
|
2.15K
$118K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
601+ 9.67% |
$25.4K - $30.2K
|
6.82K
$376K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.5K+ 17.86% |
$63.1K - $75.1K
|
9.87K
$544K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3+ 0.04% |
$127 - $151
|
7.15K
$394K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.75% |
$41.2 - $51.1
|
134
$7.38K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.44K- 3.92% |
$101K - $125K
|
59.9K
$3.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.21KNew |
$379K - $470K
|
9.21K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-35.3K- 64.75% |
$1.45M - $1.8M
|
19.2K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7New |
$288 - $357
|
7
$386
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
434+ 8.98% |
$17.9K - $22.2K
|
5.27K
$290K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.94KNew |
$121K - $150K
|
2.94K
$162K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.64KClosed |
$337K - $416K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.4K- 9.75% |
$61.5K - $76K
|
12.9K
$712K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$265 - $327
|
6
$331
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$562K - $694K
|
12.7K
$702K
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-129KClosed |
$5.7M - $7.04M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.26KClosed |
$188K - $232K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-26.4K- 74.93% |
$1.16M - $1.44M
|
8.83K
$486K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98New |
$4.32K - $5.34K
|
98
$5.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-75.3KClosed |
$3.32M - $4.1M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.1KClosed |
$269K - $332K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-7.65K- 11.2% |
$337K - $417K
|
60.7K
$3.34M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10.5KClosed |
$464K - $573K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
1.38KNew |
$60.8K - $75.2K
|
1.38K
$76K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.43KClosed |
$63K - $77.9K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-31.4KClosed |
$1.38M - $1.71M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17New |
$863 - $946
|
17
$937
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-112Closed |
$5.68K - $6.23K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.94KClosed |
$301K - $330K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.9KNew |
$754K - $827K
|
14.9K
$819K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
100New |
$5.07K - $5.56K
|
100
$5.51K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
170New |
$8.63K - $9.46K
|
170
$9.37K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
850+ 223.68% |
$43.1K - $47.3K
|
1.23K
$67.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9Closed |
$457 - $501
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2.5KClosed |
$127K - $139K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2Closed |
$101 - $111
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-200Closed |
$10.1K - $11.3K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
SELL
|
CALL |
-71.7KClosed |
$3.6M - $4.06M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.2KClosed |
$568K - $632K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.33K- 10.0% |
$155K - $172K
|
30K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-168Closed |
$7.81K - $8.69K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.49KClosed |
$209K - $232K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.24KNew |
$244K - $271K
|
5.24K
$289K
|
|