Jones Financial Companies Lllp Invesco S&P Smallcap Value Wit Transaction History

Jones Financial Companies Lllp

$146 Billion
Q3 2025

A detailed history of Jones Financial Companies Lllp transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Jones Financial Companies Lllp holds 35,497 shares of XSVM stock, worth $1.94 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

35,497

Previous 35,711 0.6%

Holding current value

$1.94 Million

Previous $1.86 Million 7.97%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$51.33 - $58.15 $10,984 - $12,444	-214 Reduced 0.6%	35,497 $2 Million
Q2 2025 Aug 13, 2025	BUY	$44.22 - $52.08 $152,072 - $179,103	3,439 Added 10.66%	35,711 $1.86 Million
Q1 2025 May 28, 2025	BUY	$49.34 - $55.91 $1.48 Million - $1.67 Million	29,952 Added 1291.03%	32,272 $1.62 Million
Q1 2025 May 16, 2025	SELL	$49.34 - $55.91 $1.01 Million - $1.14 Million	-20,382 Reduced 89.78%	2,320 $116,000
Q4 2024 Feb 05, 2025	BUY	$53.38 - $60.64 $378,837 - $430,362	7,097 Added 45.48%	22,702 $1.24 Million

Q3 2024 Nov 12, 2024	BUY	$51.3 - $59.04 $508,639 - $585,381	9,915 Added 174.25%	15,605 $858,000
Q2 2024 Aug 14, 2024	BUY	$51.57 - $56.54 $287,090 - $314,758	5,567 Added 4526.02%	5,690 $298,000
Q1 2024 May 14, 2024	BUY	$50.53 - $56.94 $6,215 - $7,003	123 New	123 $7,000

Others Institutions Holding XSVM

# of Institutions

136

Shares Held

6.76M

Call Options Held

Put Options Held

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

More about XSVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jones Financial Companies Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Jones Financial Companies Lllp with notifications on news.

Account

Jones Financial Companies Lllp Invesco S&P Smallcap Value Wit Transaction History