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 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
469New |
$21.4K - $23.8K
|
469
$22.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.15K- 57.73% |
$280K - $311K
|
4.5K
$218K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-133Closed |
$6.06K - $6.74K
|
0
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
415+ 5.37% |
$18.9K - $21K
|
8.15K
$395K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.05KNew |
$44K - $49.2K
|
1.05K
$50.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
237New |
$9.97K - $11.2K
|
237
$11.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23+ 0.4% |
$968 - $1.08K
|
5.77K
$280K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-675- 50.0% |
$28.4K - $31.8K
|
675
$32.7K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-675- 50.0% |
$28.4K - $31.8K
|
675
$32.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.65KNew |
$196K - $219K
|
4.65K
$225K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
51New |
$2.15K - $2.4K
|
51
$2.47K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-28.4K- 80.91% |
$1.19M - $1.34M
|
6.7K
$325K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.98KNew |
$258K - $313K
|
5.98K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 29.58% |
$53.8K - $65.2K
|
2.97K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.65KNew |
$71.2K - $86.3K
|
1.65K
$80K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-303- 6.22% |
$13.1K - $15.8K
|
4.57K
$221K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
393New |
$17K - $20.6K
|
393
$19K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
161New |
$6.94K - $8.42K
|
161
$7.8K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
427+ 7.89% |
$18.4K - $22.3K
|
5.84K
$283K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
140New |
$6.04K - $7.32K
|
140
$6.78K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.23K- 17.3% |
$53K - $64.3K
|
5.88K
$285K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.9K- 86.35% |
$944K - $1.14M
|
3.46K
$168K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$4.31K - $5.23K
|
100
$4.85K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.13K- 16.72% |
$135K - $163K
|
15.6K
$754K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
154New |
$6.5K - $7.74K
|
154
$7.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
47+ 0.82% |
$1.98K - $2.36K
|
5.75K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
31New |
$1.31K - $1.56K
|
31
$1.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2K+ 11.54% |
$50.7K - $60.3K
|
11.6K
$562K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
8.54KNew |
$361K - $429K
|
8.54K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
33.4KNew |
$1.41M - $1.68M
|
33.4K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.36K- 58.72% |
$184K - $219K
|
3.06K
$148K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.26KNew |
$53K - $63K
|
1.26K
$60.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
67New |
$2.83K - $3.37K
|
67
$3.25K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.56K+ 5.59% |
$319K - $380K
|
143K
$6.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.15KNew |
$90.5K - $108K
|
2.15K
$104K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$188K - $224K
|
4.46K
$216K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
601+ 9.67% |
$25.4K - $30.2K
|
6.82K
$330K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.5K+ 17.86% |
$63.1K - $75.1K
|
9.87K
$478K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3+ 0.04% |
$127 - $151
|
7.15K
$347K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.75% |
$41.2 - $51.1
|
134
$6.49K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.44K- 3.92% |
$101K - $125K
|
59.9K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7New |
$288 - $357
|
7
$339
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.21KNew |
$379K - $470K
|
9.21K
$446K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-35.3K- 64.75% |
$1.45M - $1.8M
|
19.2K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
434+ 8.98% |
$17.9K - $22.2K
|
5.27K
$255K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.94KNew |
$121K - $150K
|
2.94K
$143K
|
|
| 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
$626K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$265 - $327
|
6
$291
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$562K - $694K
|
12.7K
$618K
|
|