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 |
|---|---|---|---|---|---|---|---|
|
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
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-1.3K- 54.17% |
$54.7K - $61.2K
|
1.1K
$60.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-675- 50.0% |
$28.4K - $31.8K
|
675
$37K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-675- 50.0% |
$28.4K - $31.8K
|
675
$37K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.9K- 86.35% |
$944K - $1.14M
|
3.46K
$189K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.13K- 16.72% |
$135K - $163K
|
15.6K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 29.58% |
$53.8K - $65.2K
|
2.97K
$163K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.23K- 17.3% |
$53K - $64.3K
|
5.88K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-303- 6.22% |
$13.1K - $15.8K
|
4.57K
$250K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.36K- 58.72% |
$184K - $219K
|
3.06K
$168K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-635Closed |
$26.8K - $31.9K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-35.3K- 64.75% |
$1.45M - $1.8M
|
19.2K
$1.05M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.44K- 3.92% |
$101K - $125K
|
59.9K
$3.28M
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-129KClosed |
$5.7M - $7.04M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-75.3KClosed |
$3.32M - $4.1M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-31.4KClosed |
$1.38M - $1.71M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-26.4K- 74.93% |
$1.16M - $1.44M
|
8.83K
$483K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10.5KClosed |
$464K - $573K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-7.65K- 11.2% |
$337K - $417K
|
60.7K
$3.32M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.64KClosed |
$337K - $416K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.1KClosed |
$269K - $332K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.26KClosed |
$188K - $232K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.43KClosed |
$63K - $77.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.4K- 9.75% |
$61.5K - $76K
|
12.9K
$707K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.94KClosed |
$301K - $330K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2.5KClosed |
$127K - $139K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-112Closed |
$5.68K - $6.23K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9Closed |
$457 - $501
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2Closed |
$101 - $111
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
SELL
|
CALL |
-71.7KClosed |
$3.6M - $4.06M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-200Closed |
$10.1K - $11.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-659KClosed |
$30.7M - $34.1M
|
0
$0
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.2KClosed |
$568K - $632K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.49KClosed |
$209K - $232K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.94KClosed |
$183K - $204K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.33K- 10.0% |
$155K - $172K
|
30K
$1.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-168Closed |
$7.81K - $8.69K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.4KClosed |
$206K - $243K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-197Closed |
$9.23K - $10.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-695Closed |
$24.1K - $36.4K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-17Closed |
$590 - $890
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-228KClosed |
$6.19M - $8.04M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-400Closed |
$10.9K - $14.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7Closed |
$161 - $198
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-908Closed |
$16K - $25.5K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-750Closed |
$13.2K - $21.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13.3KClosed |
$230K - $450K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 05, 2019
Q2 2019
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-37.7KClosed |
$1.04M - $1.16M
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.31KClosed |
$141K - $163K
|
0
$0
|
|