Purchases and Sales Made in Q4 2021 in Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q4 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP VALUE WIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
626+ 1.72% |
$31.5K - $35.5K
|
37K
$2.04M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
626+ 1.72% |
$31.5K - $35.5K
|
37K
$2.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
446+ 6.94% |
$22.4K - $25.3K
|
6.88K
$378K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
403+ 5.55% |
$20.3K - $22.8K
|
7.66K
$421K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
380New |
$19.1K - $21.5K
|
380
$20.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
112New |
$5.63K - $6.35K
|
112
$6.16K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 28.95% |
$1.11K - $1.25K
|
98
$5.39K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16+ 42.11% |
$804 - $907
|
54
$2.97K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9New |
$452 - $510
|
9
$495
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.28% |
$201 - $227
|
1.41K
$77.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2New |
$101 - $113
|
2
$110
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-12- 0.13% |
$603 - $680
|
9.22K
$507K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-41- 2.76% |
$2.06K - $2.32K
|
1.45K
$79.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-76- 0.4% |
$3.82K - $4.31K
|
19K
$1.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-170Closed |
$8.54K - $9.63K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-179- 10.2% |
$9K - $10.1K
|
1.58K
$86.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-200Closed |
$10.1K - $11.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-200Closed |
$10.1K - $11.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-244- 2.36% |
$12.3K - $13.8K
|
10.1K
$556K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-331- 68.67% |
$16.6K - $18.8K
|
151
$8.31K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.14K- 2.49% |
$57.4K - $64.7K
|
44.7K
$2.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.47KClosed |
$73.9K - $83.3K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.09K- 8.43% |
$105K - $118K
|
22.7K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3KClosed |
$151K - $170K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.6K- 96.96% |
$181K - $204K
|
113
$6.22K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.68K- 9.45% |
$436K - $492K
|
83.2K
$4.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-14.5K- 43.09% |
$728K - $821K
|
19.1K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-29.3K- 42.7% |
$1.47M - $1.66M
|
39.3K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-146K- 35.62% |
$7.36M - $8.3M
|
265K
$14.6M
|