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 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
$1.6M
|
|
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 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
|
|
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
|
|
Q3 2018 | |||||||
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-435Closed |
$14K - $14.6K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-108Closed |
$3.47K - $3.63K
|
0
$0
|
|
Oct 24, 2018
Q3 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-37Closed |
$1.19K - $1.24K
|
0
$0
|
|
Q2 2018 | |||||||
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.19KClosed |
$206K - $236K
|
0
$0
|