Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-474K- 98.16% |
$25.3M - $28.8M
|
8.87K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-240K- 58.99% |
$12.8M - $14.6M
|
167K
$8.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 62.84% |
$7.14M - $8.12M
|
79.2K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 6.98% |
$2.19M - $2.49M
|
546K
$28.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-36.7K- 26.98% |
$1.96M - $2.23M
|
99.4K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.9K- 18.08% |
$1.59M - $1.81M
|
135K
$7.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29.1K- 33.71% |
$1.55M - $1.77M
|
57.3K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.1K- 15.84% |
$1.5M - $1.7M
|
149K
$7.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.7K- 16.12% |
$1.37M - $1.56M
|
134K
$6.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-19.3K- 64.59% |
$1.03M - $1.17M
|
10.6K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.9K- 3.8% |
$957K - $1.09M
|
454K
$23.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13.7K- 45.6% |
$730K - $829K
|
16.3K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.6K- 16.24% |
$512K - $582K
|
49.5K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.66K- 31.37% |
$355K - $404K
|
14.6K
$760K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-6.18K- 18.11% |
$330K - $374K
|
27.9K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.57K- 14.12% |
$190K - $216K
|
21.7K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.71K- 1.99% |
$145K - $164K
|
133K
$6.96M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 31.63% |
$119K - $136K
|
4.84K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.13K- 15.81% |
$114K - $129K
|
11.3K
$592K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.71K- 3.99% |
$91.4K - $104K
|
41.1K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.71K- 4.91% |
$91.1K - $104K
|
33.1K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.65K- 8.91% |
$88K - $99.9K
|
16.8K
$878K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.63K- 11.65% |
$86.8K - $98.7K
|
12.3K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.56K- 6.73% |
$83.3K - $94.7K
|
21.6K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.45K- 2.28% |
$77.3K - $87.9K
|
62K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 3.22% |
$54.6K - $62K
|
30.8K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.02K- 2.23% |
$54.4K - $61.9K
|
44.8K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-691- 15.39% |
$36.9K - $41.9K
|
3.8K
$198K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-675- 79.32% |
$36K - $40.9K
|
176
$9.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-575- 8.74% |
$30.7K - $34.9K
|
6K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-561- 2.92% |
$29.9K - $34K
|
18.6K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-336- 1.14% |
$17.9K - $20.4K
|
29.1K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-329- 1.73% |
$17.6K - $20K
|
18.7K
$974K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-323- 1.82% |
$17.2K - $19.6K
|
17.5K
$910K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-307- 0.52% |
$16.4K - $18.6K
|
58.3K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-292- 3.36% |
$15.6K - $17.7K
|
8.39K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.54% |
$10.7K - $12.1K
|
12.8K
$666K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-59- 7.15% |
$3.15K - $3.58K
|
766
$39.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-13- 0.07% |
$694 - $788
|
17.8K
$931K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 85.6% |
$1.32M - $1.52M
|
4.32K
$225K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-19.9K- 30.41% |
$1.02M - $1.18M
|
45.6K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.68K- 31.38% |
$137K - $158K
|
5.86K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.14K- 3.75% |
$58.6K - $67.4K
|
29.3K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-857- 79.13% |
$44K - $50.6K
|
226
$11.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-421- 51.34% |
$21.6K - $24.9K
|
399
$20.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-351- 3.06% |
$18K - $20.7K
|
11.1K
$580K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-155- 1.13% |
$7.95K - $9.15K
|
13.5K
$706K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-28- 0.3% |
$1.44K - $1.65K
|
9.28K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-4- 0.09% |
$205 - $236
|
4.26K
$222K
|
|
| Q2 2024 | |||||||
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-12KClosed |
$620K - $680K
|
0
$0
|
|