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 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-113- 5.77% |
$5.58K - $6.32K
|
1.85K
$89.5K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-72- 0.22% |
$3.55K - $4.03K
|
33K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-33- 11.26% |
$1.63K - $1.85K
|
260
$12.6K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2- 0.02% |
$98.7 - $112
|
9.25K
$448K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-19.3K- 64.59% |
$1.03M - $1.17M
|
10.6K
$512K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 31.63% |
$119K - $136K
|
4.84K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.65K- 8.91% |
$88K - $99.9K
|
16.8K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-691- 15.39% |
$36.9K - $41.9K
|
3.8K
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-675- 79.32% |
$36K - $40.9K
|
176
$8.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-575- 8.74% |
$30.7K - $34.9K
|
6K
$291K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.68K- 31.38% |
$137K - $158K
|
5.86K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.14K- 3.75% |
$58.6K - $67.4K
|
29.3K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-857- 79.13% |
$44K - $50.6K
|
226
$11K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-421- 51.34% |
$21.6K - $24.9K
|
399
$19.3K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-155- 1.13% |
$7.95K - $9.15K
|
13.5K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-4- 0.09% |
$205 - $236
|
4.26K
$206K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-170- 10.81% |
$8.77K - $9.61K
|
1.4K
$67.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-67- 0.42% |
$3.46K - $3.79K
|
15.8K
$765K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-44- 0.25% |
$2.27K - $2.49K
|
17.5K
$850K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-40- 29.85% |
$2.06K - $2.26K
|
94
$4.56K
|
|
| Q1 2024 | |||||||
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-503- 4.01% |
$25.4K - $28.6K
|
12K
$583K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-200- 83.33% |
$10.1K - $11.4K
|
40
$1.94K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-124- 93.94% |
$6.27K - $7.06K
|
8
$388
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.25K- 57.49% |
$237K - $290K
|
3.88K
$188K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8- 0.71% |
$361 - $442
|
1.12K
$54.1K
|
|
| 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
$218K
|
|
|
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
$325K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-675- 50.0% |
$28.4K - $31.8K
|
675
$32.7K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-675- 50.0% |
$28.4K - $31.8K
|
675
$32.7K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.9K- 86.35% |
$944K - $1.14M
|
3.46K
$168K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.13K- 16.72% |
$135K - $163K
|
15.6K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 29.58% |
$53.8K - $65.2K
|
2.97K
$144K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.23K- 17.3% |
$53K - $64.3K
|
5.88K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-303- 6.22% |
$13.1K - $15.8K
|
4.57K
$221K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.36K- 58.72% |
$184K - $219K
|
3.06K
$148K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-35.3K- 64.75% |
$1.45M - $1.8M
|
19.2K
$931K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.44K- 3.92% |
$101K - $125K
|
59.9K
$2.9M
|
|
| 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
$428K
|
|
|
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
$2.94M
|
|
|
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
$626K
|
|