Latest Institutional Purchases of Invesco S&P Smallcap Value Wit (XSVM)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Value Wit (XSVM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
206KNew |
$11M - $12.5M
|
206K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
117KNew |
$6.27M - $7.12M
|
117K
$5.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
58.3K+ 8.66% |
$3.11M - $3.54M
|
732K
$36.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.1K+ 2.5% |
$2.19M - $2.49M
|
1.68M
$84.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.9K+ 56.87% |
$2.08M - $2.36M
|
107K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
33.8KNew |
$1.8M - $2.05M
|
33.8K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
28.3KNew |
$1.51M - $1.71M
|
28.3K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.5KNew |
$1.15M - $1.31M
|
21.5K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
19.4K+ 379.8% |
$1.04M - $1.18M
|
24.5K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.2K+ 7.29% |
$971K - $1.1M
|
268K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 85.61% |
$877K - $997K
|
35.6K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
15.8K+ 5.91% |
$843K - $957K
|
283K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
14.2KNew |
$757K - $860K
|
14.2K
$709K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
12.3K+ 67.76% |
$655K - $744K
|
30.4K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$603K - $685K
|
11.3K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$595K - $676K
|
11.1K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 1.55% |
$571K - $649K
|
700K
$35M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.69K+ 63.62% |
$517K - $588K
|
24.9K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.07K+ 2.89% |
$431K - $489K
|
287K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.6KNew |
$405K - $461K
|
7.6K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.23K+ 3.69% |
$386K - $439K
|
203K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.1K+ 45.48% |
$379K - $430K
|
22.7K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.84K+ 22.63% |
$365K - $415K
|
37K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.37KNew |
$340K - $386K
|
6.37K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.24K+ 10.46% |
$333K - $378K
|
65.9K
$3.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.95KNew |
$318K - $361K
|
5.95K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.58K+ 12.41% |
$298K - $339K
|
50.6K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.86KNew |
$259K - $295K
|
4.86K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.42K+ 1226.94% |
$236K - $268K
|
4.78K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.4K+ 10.6% |
$235K - $267K
|
45.9K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.15K+ 22.41% |
$221K - $251K
|
22.6K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.78KNew |
$202K - $229K
|
3.78K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.77K+ 3.77% |
$201K - $228K
|
104K
$5.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.71K+ 3.95% |
$198K - $225K
|
97.7K
$4.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.23K+ 30.87% |
$172K - $196K
|
13.7K
$685K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.87K+ 10.05% |
$153K - $174K
|
31.4K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 2.07% |
$126K - $144K
|
117K
$5.83M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.1K+ 2.1% |
$112K - $127K
|
102K
$5.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 1.24% |
$107K - $121K
|
162K
$8.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.5KNew |
$80.1K - $91K
|
1.5K
$75K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.4K+ 1.73% |
$74.7K - $84.9K
|
82.1K
$4.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.3K+ 3.28% |
$69.6K - $79K
|
41K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.19K+ 25.32% |
$63.6K - $72.2K
|
5.89K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 4.77% |
$59.4K - $67.4K
|
24.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 8.31% |
$57.7K - $65.5K
|
14.1K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
983New |
$52.5K - $59.6K
|
983
$49.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
726+ 1.44% |
$38.8K - $44K
|
51.2K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
714+ 7.9% |
$38.1K - $43.3K
|
9.75K
$488K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
690+ 9.98% |
$36.8K - $41.8K
|
7.6K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
680New |
$36.3K - $41.2K
|
680
$34K
|