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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
237K+ 139.53% |
$12.2M - $14M
|
407K
$23.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
207K+ 44.52% |
$10.6M - $12.2M
|
673K
$38.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
160KNew |
$8.23M - $9.47M
|
160K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.1KNew |
$3.03M - $3.49M
|
59.1K
$3.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
34.1KNew |
$1.75M - $2.01M
|
34.1K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
28.1KNew |
$1.44M - $1.66M
|
28.1K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.3K+ 514.29% |
$1.3M - $1.49M
|
30.2K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.5K+ 39.92% |
$1M - $1.15M
|
68.4K
$3.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.5K+ 8.46% |
$1M - $1.15M
|
250K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
19.3K+ 31.38% |
$989K - $1.14M
|
80.7K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.5KNew |
$949K - $1.09M
|
18.5K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.2KNew |
$781K - $899K
|
15.2K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.5KNew |
$743K - $855K
|
14.5K
$832K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 1.85% |
$644K - $741K
|
690K
$39.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
12.4K+ 218.81% |
$638K - $734K
|
18.1K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 4.51% |
$619K - $712K
|
279K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 1136.9% |
$588K - $677K
|
12.5K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 138.64% |
$551K - $635K
|
18.5K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.92K+ 174.25% |
$509K - $585K
|
15.6K
$897K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.81K+ 5.51% |
$503K - $579K
|
188K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8K+ 5.28% |
$411K - $472K
|
159K
$9.16M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
7.57K+ 2.92% |
$388K - $447K
|
267K
$15.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.46K+ 4.73% |
$382K - $440K
|
165K
$9.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
6.85K+ 13.25% |
$352K - $405K
|
58.6K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.71K+ 7.21% |
$344K - $396K
|
99.7K
$5.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.59K+ 14.67% |
$338K - $389K
|
51.5K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.4KNew |
$277K - $319K
|
5.4K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.14K+ 32.67% |
$264K - $304K
|
20.9K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.11KNew |
$262K - $302K
|
5.11K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 10.42% |
$244K - $281K
|
50.5K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.66K+ 12.65% |
$239K - $275K
|
41.5K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.49K+ 5.02% |
$230K - $265K
|
94K
$5.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.44KNew |
$228K - $262K
|
4.44K
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.25K+ 100.0% |
$218K - $251K
|
8.5K
$488K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.15KNew |
$213K - $245K
|
4.15K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.74KNew |
$192K - $221K
|
3.74K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.56K+ 41.78% |
$182K - $210K
|
12.1K
$693K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.31K+ 12.49% |
$170K - $195K
|
29.8K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.82K+ 4.65% |
$144K - $166K
|
63.4K
$3.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.68K+ 6.33% |
$137K - $158K
|
45K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 10.74% |
$116K - $133K
|
23.3K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.09K+ 7.89% |
$107K - $123K
|
28.6K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.08K+ 7.61% |
$107K - $123K
|
29.4K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.06K+ 5.45% |
$105K - $121K
|
39.7K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.96K+ 25.16% |
$100K - $115K
|
9.73K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.46K+ 5.1% |
$74.6K - $85.9K
|
30K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 21.16% |
$63.4K - $73K
|
7.08K
$407K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 8.6% |
$52.7K - $60.6K
|
13K
$745K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.01K+ 2.42% |
$52K - $59.8K
|
42.9K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
944+ 0.83% |
$48.4K - $55.7K
|
114K
$6.56M
|