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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-82.7K- 62.21% |
$4.18M - $4.71M
|
50.2K
$2.63M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.4K- 15.02% |
$1.94M - $2.19M
|
217K
$11.4M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.4K- 39.18% |
$1.33M - $1.5M
|
40.9K
$2.14M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22.7K- 56.32% |
$1.15M - $1.29M
|
17.6K
$921K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.1K- 17.7% |
$865K - $975K
|
79.6K
$4.17M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14K- 12.09% |
$708K - $798K
|
102K
$5.33M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-12.9K- 42.16% |
$652K - $735K
|
17.7K
$927K
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-12.2K- 20.05% |
$618K - $696K
|
48.8K
$2.55M
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-10.1K- 21.94% |
$509K - $574K
|
35.9K
$1.88M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.8K- 1.04% |
$293K - $330K
|
554K
$29M
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.62K- 26.57% |
$284K - $320K
|
15.5K
$813K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.42K- 0.79% |
$274K - $309K
|
685K
$35.9M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.39K- 33.93% |
$272K - $307K
|
10.5K
$549K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.15K- 14.8% |
$210K - $236K
|
23.9K
$1.25M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.84K- 8.7% |
$144K - $162K
|
29.8K
$1.56M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.16K- 17.18% |
$109K - $123K
|
10.4K
$546K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.25K- 12.37% |
$63.2K - $71.2K
|
8.86K
$464K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.07K- 37.88% |
$54.1K - $61K
|
1.76K
$92K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-970- 3.8% |
$49K - $55.2K
|
24.5K
$1.29M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-930- 2.83% |
$47K - $53K
|
32K
$1.68M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-842- 8.76% |
$42.5K - $47.9K
|
8.77K
$459K
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-703- 0.71% |
$35.5K - $40K
|
97.7K
$5.12M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-583- 57.1% |
$29.5K - $33.2K
|
438
$22.9K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-501- 2.37% |
$25.3K - $28.5K
|
20.6K
$1.08M
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-471- 2.89% |
$23.8K - $26.8K
|
15.8K
$830K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-307- 2.55% |
$15.5K - $17.5K
|
11.7K
$614K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-212- 3.58% |
$10.7K - $12.1K
|
5.71K
$299K
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-200- 83.33% |
$10.1K - $11.4K
|
40
$2.1K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-141- 0.31% |
$7.12K - $8.03K
|
45.8K
$2.4M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-137- 1.99% |
$6.92K - $7.8K
|
6.73K
$353K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-128- 9.57% |
$6.47K - $7.29K
|
1.21K
$63.4K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-32- 1.62% |
$1.62K - $1.82K
|
1.94K
$102K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.25K- 57.49% |
$237K - $290K
|
3.88K
$203K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.18K- 10.69% |
$233K - $286K
|
43.3K
$2.27M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-594- 81.59% |
$26.8K - $32.8K
|
134
$7.02K
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8- 0.71% |
$361 - $442
|
1.12K
$58.5K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30.8KClosed |
$1.4M - $1.56M
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.15K- 57.73% |
$280K - $311K
|
4.5K
$236K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.86K- 14.47% |
$130K - $145K
|
16.9K
$886K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.7K- 28.43% |
$77.3K - $86K
|
4.28K
$224K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-133Closed |
$6.06K - $6.74K
|
0
$0
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-28.4K- 80.91% |
$1.19M - $1.34M
|
6.7K
$351K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-1.3K- 54.17% |
$54.7K - $61.2K
|
1.1K
$57.6K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-675- 50.0% |
$28.4K - $31.8K
|
675
$35.4K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-675- 50.0% |
$28.4K - $31.8K
|
675
$35.4K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.9K- 86.35% |
$944K - $1.14M
|
3.46K
$181K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.6K- 67.53% |
$457K - $554K
|
5.09K
$267K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.13K- 16.72% |
$135K - $163K
|
15.6K
$815K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 29.58% |
$53.8K - $65.2K
|
2.97K
$156K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.23K- 17.3% |
$53K - $64.3K
|
5.88K
$308K
|