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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.05% |
$493 - $559
|
18.7K
$905K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 2.03% |
$296 - $335
|
302
$14.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
117KNew |
$6.27M - $7.12M
|
117K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.5KNew |
$1.15M - $1.31M
|
21.5K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$603K - $685K
|
11.3K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.6KNew |
$405K - $461K
|
7.6K
$368K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.14KNew |
$221K - $251K
|
4.14K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.87K+ 10.05% |
$153K - $174K
|
31.4K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 2.07% |
$126K - $144K
|
117K
$5.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.1K+ 2.1% |
$112K - $127K
|
102K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.5KNew |
$80.1K - $91K
|
1.5K
$72.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 8.31% |
$57.7K - $65.5K
|
14.1K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
680New |
$36.3K - $41.2K
|
680
$33K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
434New |
$23.2K - $26.3K
|
434
$21K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
402New |
$21.5K - $24.4K
|
402
$19.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
254New |
$13.6K - $15.4K
|
254
$12.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.25K - $7.09K
|
117
$5.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95New |
$5.07K - $5.76K
|
95
$4.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.27% |
$267 - $303
|
1.89K
$91.6K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
28.1KNew |
$1.44M - $1.66M
|
28.1K
$1.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.6KNew |
$849K - $977K
|
16.6K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.5KNew |
$743K - $855K
|
14.5K
$702K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 1136.9% |
$588K - $677K
|
12.5K
$604K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.81K+ 5.51% |
$503K - $579K
|
188K
$9.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.59K+ 14.67% |
$338K - $389K
|
51.5K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.4KNew |
$277K - $319K
|
5.4K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.44KNew |
$228K - $262K
|
4.44K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.25K+ 100.0% |
$218K - $251K
|
8.5K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.15KNew |
$213K - $245K
|
4.15K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.74KNew |
$192K - $221K
|
3.74K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
890New |
$45.7K - $52.5K
|
890
$43.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
481+ 0.38% |
$24.7K - $28.4K
|
125K
$6.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
464New |
$23.8K - $27.4K
|
464
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 9.76% |
$2.26K - $2.6K
|
495
$24K
|
|
| Q2 2024 | |||||||
|
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
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.7KNew |
$294K - $322K
|
5.7K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5KNew |
$258K - $283K
|
5K
$242K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
687+ 12.5% |
$35.4K - $38.8K
|
6.18K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
359New |
$18.5K - $20.3K
|
359
$17.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
277+ 64.42% |
$14.3K - $15.7K
|
707
$34.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113New |
$5.83K - $6.39K
|
113
$5.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60New |
$3.09K - $3.39K
|
60
$2.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
41New |
$2.11K - $2.32K
|
41
$1.99K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.95K+ 20.23% |
$452K - $510K
|
53.2K
$2.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
7.85KNew |
$397K - $447K
|
7.85K
$380K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.58KNew |
$181K - $204K
|
3.58K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.24K+ 14.31% |
$113K - $128K
|
17.9K
$867K
|
|