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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-454K- 26.98% |
$22.4M - $25.4M
|
1.23M
$59.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-159K- 21.75% |
$7.85M - $8.9M
|
573K
$27.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96.4K- 13.76% |
$4.75M - $5.39M
|
604K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77.9K- 52.18% |
$3.85M - $4.36M
|
71.4K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-66K- 32.11% |
$3.26M - $3.69M
|
140K
$6.76M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-63.4K- 37.97% |
$3.13M - $3.54M
|
104K
$5.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50.7K- 88.53% |
$2.5M - $2.83M
|
6.57K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.1K- 29.09% |
$1.49M - $1.68M
|
73.4K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-27.4K- 13.45% |
$1.35M - $1.53M
|
176K
$8.53M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-25.9K- 26.09% |
$1.28M - $1.45M
|
73.5K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25K- 31.54% |
$1.23M - $1.4M
|
54.2K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-20.5K- 45.81% |
$1.01M - $1.15M
|
24.3K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.4K- 89.78% |
$1.01M - $1.14M
|
2.32K
$112K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 36.94% |
$560K - $635K
|
19.4K
$940K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 6.36% |
$510K - $578K
|
152K
$7.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.57K- 23.27% |
$472K - $535K
|
31.6K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.72K- 8.12% |
$430K - $487K
|
98.6K
$4.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-8.48K- 66.42% |
$418K - $474K
|
4.29K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.19K- 1.5% |
$404K - $458K
|
538K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.4K- 21.6% |
$365K - $414K
|
26.9K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.24K- 20.3% |
$357K - $405K
|
28.4K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-6.1K- 20.07% |
$301K - $341K
|
24.3K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.79K- 39.72% |
$285K - $323K
|
8.78K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.61K- 34.36% |
$277K - $313K
|
10.7K
$519K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.42K- 92.46% |
$218K - $247K
|
360
$17.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.17K- 3.08% |
$206K - $233K
|
131K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.55K- 2.66% |
$175K - $198K
|
130K
$6.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 15.29% |
$154K - $175K
|
17.3K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3K- 21.14% |
$148K - $168K
|
11.2K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.79K- 25.02% |
$138K - $156K
|
8.35K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 5.25% |
$133K - $150K
|
48.5K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-2.66K- 10.91% |
$131K - $149K
|
21.7K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.99K- 27.03% |
$98.1K - $111K
|
5.37K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.97K- 10.56% |
$97.2K - $110K
|
16.7K
$808K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 8.68% |
$89.6K - $102K
|
19.1K
$925K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.27K- 10.48% |
$62.6K - $70.9K
|
10.8K
$525K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.2K- 87.86% |
$59.3K - $67.1K
|
166
$8.04K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-860- 8.84% |
$42.4K - $48.1K
|
8.87K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-854- 3.06% |
$42.1K - $47.7K
|
27.1K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-810- 14.81% |
$40K - $45.3K
|
4.66K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-796- 7.02% |
$39.3K - $44.5K
|
10.5K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-630- 2.91% |
$31.1K - $35.2K
|
21K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-546- 22.48% |
$26.9K - $30.5K
|
1.88K
$91.3K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-496- 64.75% |
$24.5K - $27.7K
|
270
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-361- 4.75% |
$17.8K - $20.2K
|
7.24K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-238- 0.97% |
$11.7K - $13.3K
|
24.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-214- 1.74% |
$10.6K - $12K
|
12.1K
$587K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-187- 2.01% |
$9.23K - $10.5K
|
9.09K
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-185- 1.75% |
$9.13K - $10.3K
|
10.4K
$503K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-133- 60.45% |
$6.56K - $7.44K
|
87
$4.22K
|