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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 22.38% |
$6.98M - $8.04M
|
472K
$25.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.7K- 1.84% |
$1.58M - $1.81M
|
1.64M
$89.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-28.3K- 12.6% |
$1.45M - $1.67M
|
196K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 85.6% |
$1.32M - $1.52M
|
4.32K
$237K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-19.9K- 30.41% |
$1.02M - $1.18M
|
45.6K
$2.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.3K- 19.32% |
$733K - $844K
|
59.7K
$3.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-14K- 9.33% |
$719K - $827K
|
136K
$7.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 38.99% |
$664K - $764K
|
20.3K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.64K- 20.99% |
$289K - $333K
|
21.2K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.6K- 3.06% |
$287K - $331K
|
177K
$9.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.42K- 5.9% |
$278K - $320K
|
86.4K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.29K- 2.36% |
$169K - $194K
|
136K
$7.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.68K- 31.38% |
$137K - $158K
|
5.86K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.58K- 12.62% |
$132K - $152K
|
17.9K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 5.03% |
$86.3K - $99.4K
|
31.8K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.45K- 9.42% |
$74.4K - $85.7K
|
14K
$764K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.37K- 2.91% |
$70.4K - $81.1K
|
45.8K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.25K- 0.58% |
$64.1K - $73.7K
|
213K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.18K- 5.79% |
$60.6K - $69.7K
|
19.2K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.14K- 3.75% |
$58.6K - $67.4K
|
29.3K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 5.48% |
$57.1K - $65.8K
|
19.2K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.09K- 3.03% |
$55.8K - $64.2K
|
34.8K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-857- 79.13% |
$44K - $50.6K
|
226
$12.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-715- 6.4% |
$36.7K - $42.2K
|
10.5K
$573K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-526- 21.81% |
$27K - $31.1K
|
1.89K
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-421- 51.34% |
$21.6K - $24.9K
|
399
$21.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-372- 1.58% |
$19.1K - $22K
|
23.2K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-370- 7.29% |
$19K - $21.8K
|
4.7K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-351- 3.06% |
$18K - $20.7K
|
11.1K
$609K
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-300- 1.66% |
$15.4K - $17.7K
|
17.8K
$974K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-236- 2.58% |
$12.1K - $13.9K
|
8.91K
$488K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-176- 17.58% |
$9.03K - $10.4K
|
825
$45.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-170- 0.17% |
$8.72K - $10K
|
100K
$5.48M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-155- 1.13% |
$7.95K - $9.15K
|
13.5K
$741K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-85- 0.34% |
$4.36K - $5.02K
|
25.3K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-62- 3.13% |
$3.18K - $3.66K
|
1.92K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-51- 0.92% |
$2.62K - $3.01K
|
5.47K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-28- 0.3% |
$1.44K - $1.65K
|
9.28K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-4- 0.09% |
$205 - $236
|
4.26K
$233K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-171- 8.81% |
$8.82K - $9.67K
|
1.77K
$96.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-170- 10.81% |
$8.77K - $9.61K
|
1.4K
$76.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-67- 0.42% |
$3.46K - $3.79K
|
15.8K
$864K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-44- 0.25% |
$2.27K - $2.49K
|
17.5K
$960K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-40- 29.85% |
$2.06K - $2.26K
|
94
$5.15K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-200- 83.33% |
$10.1K - $11.4K
|
40
$2.19K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-124- 93.94% |
$6.27K - $7.06K
|
8
$438
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.25K- 57.49% |
$237K - $290K
|
3.88K
$213K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8- 0.71% |
$361 - $442
|
1.12K
$61.1K
|
|
| 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
$246K
|
|