Lpl Financial LLC Invesco S&P Smallcap Value Wit Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Lpl Financial LLC holds 902,559 shares of XSVM stock, worth $49.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
902,559
Previous 1,086,858 16.96%
Holding current value
$49.4 Million
Previous $56.5 Million 9.82%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$51.33 - $58.15 $9.46 Million - $10.7 Million
-184,299 Reduced 16.96%
902,559 $51 Million
Q2 2025

Aug 12, 2025
SELL
$44.22 - $52.08 $6.25 Million - $7.36 Million
-141,350 Reduced 11.51%
1,086,858 $56.5 Million
Q1 2025

May 07, 2025
SELL
$49.34 - $55.91 $22.4 Million - $25.4 Million
-453,846 Reduced 26.98%
1,228,208 $61.7 Million
Q4 2024

Feb 11, 2025
BUY
$53.38 - $60.64 $2.19 Million - $2.49 Million
41,074 Added 2.5%
1,682,054 $91.6 Million
Q3 2024

Nov 08, 2024
SELL
$51.3 - $59.04 $1.58 Million - $1.81 Million
-30,732 Reduced 1.84%
1,640,980 $90.2 Million
Q2 2024

Aug 07, 2024
BUY
$51.57 - $56.54 $8.57 Million - $9.4 Million
166,252 Added 11.04%
1,671,712 $87.6 Million
Q1 2024

May 10, 2024
BUY
$50.53 - $56.94 $2.49 Million - $2.81 Million
49,366 Added 3.39%
1,505,460 $85.7 Million
Q4 2023

Feb 14, 2024
SELL
$45.09 - $55.21 $3.39 Million - $4.16 Million
-75,293 Reduced 4.92%
1,456,094 $78.9 Million
Q3 2023

Nov 13, 2023
BUY
$45.54 - $50.67 $11.5 Million - $12.8 Million
252,520 Added 19.75%
1,531,387 $73.7 Million
Q2 2023

Jul 31, 2023
SELL
$42.07 - $47.06 $660,625 - $738,983
-15,703 Reduced 1.21%
1,278,867 $59.4 Million
Q1 2023

May 10, 2023
BUY
$43.13 - $52.31 $268,699 - $325,891
6,230 Added 0.48%
1,294,570 $58.9 Million
Q4 2022

Feb 07, 2023
BUY
$42.21 - $50.23 $8.77 Million - $10.4 Million
207,733 Added 19.22%
1,288,340 $58.9 Million
Q3 2022

Nov 14, 2022
BUY
$41.2 - $51.05 $6.19 Million - $7.66 Million
150,134 Added 16.14%
1,080,607 $44.5 Million
Q2 2022

Aug 12, 2022
BUY
$44.09 - $54.47 $6.52 Million - $8.06 Million
147,882 Added 18.9%
930,473 $41.3 Million
Q1 2022

May 16, 2022
BUY
$50.74 - $55.63 $6.86 Million - $7.52 Million
135,218 Added 20.89%
782,591 $42.2 Million
Q4 2021

Feb 14, 2022
BUY
$50.26 - $56.67 $6.98 Million - $7.87 Million
138,876 Added 27.31%
647,373 $34.9 Million
Q3 2021

Nov 15, 2021
BUY
$46.5 - $51.75 $1.14 Million - $1.27 Million
24,551 Added 5.07%
508,497 $25.6 Million
Q2 2021

Aug 13, 2021
BUY
$46.86 - $55.21 $2.81 Million - $3.31 Million
59,922 Added 14.13%
483,946 $24.6 Million
Q1 2021

May 14, 2021
BUY
$34.73 - $52.36 $6.5 Million - $9.8 Million
187,077 Added 78.95%
424,024 $20.6 Million
Q4 2020

Feb 12, 2021
BUY
$27.14 - $35.23 $1.1 Million - $1.43 Million
40,583 Added 20.67%
236,947 $8.27 Million
Q3 2020

Nov 09, 2020
BUY
$22.95 - $28.35 $497,624 - $614,713
21,683 Added 12.41%
196,364 $5.28 Million
Q2 2020

Aug 13, 2020
BUY
$17.63 - $28.11 $289,325 - $461,313
16,411 Added 10.37%
174,681 $4.28 Million
Q1 2020

May 14, 2020
BUY
$17.26 - $33.83 $151,180 - $296,316
8,759 Added 5.86%
158,270 $3.13 Million
Q4 2019

Feb 14, 2020
BUY
$29.25 - $34.4 $597,753 - $702,998
20,436 Added 15.83%
149,511 $5.06 Million
Q3 2019

Nov 13, 2019
BUY
$27.23 - $31.44 $4,765 - $5,502
175 Added 0.14%
129,075 $3.94 Million
Q2 2019

Aug 09, 2019
BUY
$27.63 - $30.65 $12,074 - $13,394
437 Added 0.34%
128,900 $3.78 Million
Q1 2019

May 08, 2019
SELL
$26.55 - $30.77 $79,251 - $91,848
-2,985 Reduced 2.27%
128,463 $3.8 Million
Q4 2018

Feb 07, 2019
SELL
$25.28 - $32.29 $54,175 - $69,197
-2,143 Reduced 1.6%
131,448 $3.47 Million
Q3 2018

Nov 14, 2018
BUY
$32.13 - $33.59 $141,050 - $147,460
4,390 Added 3.4%
133,591 $4.33 Million
Q2 2018

Aug 14, 2018
BUY
$28.65 - $32.89 $3.7 Million - $4.25 Million
129,201 New
129,201 $4.15 Million

Others Institutions Holding XSVM

# of Institutions
136
Shares Held
6.76M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

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