Latest Institutional Transactions on Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Midcap L (XMLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
17+ 0.38% |
$1.03K - $1.11K
|
4.49K
$275K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 4.17% |
$60.5 - $65.6
|
23
$1.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.99K+ 4.35% |
$362K - $393K
|
144K
$8.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.2K- 4.25% |
$801K - $868K
|
298K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.07% |
$242 - $262
|
5.35K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.62KNew |
$280K - $303K
|
4.62K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
82+ 1.18% |
$4.96K - $5.38K
|
7.04K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.2K+ 34.23% |
$1.7M - $1.85M
|
110K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.37K- 27.44% |
$325K - $352K
|
14.2K
$869K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.67% |
$182 - $197
|
453
$27.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.34K+ 106.42% |
$504K - $547K
|
16.2K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-181- 4.81% |
$11K - $11.9K
|
3.58K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.9K- 2.57% |
$717K - $777K
|
450K
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
150+ 2.91% |
$9.08K - $9.84K
|
5.3K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.08% |
$182 - $197
|
3.56K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
45+ 0.26% |
$2.72K - $2.95K
|
17.3K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-656- 2.22% |
$39.7K - $43K
|
28.9K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.24K- 63.91% |
$559K - $606K
|
5.22K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
142KNew |
$8.61M - $9.33M
|
142K
$8.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-531- 28.11% |
$32.1K - $34.8K
|
1.36K
$83.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
108New |
$6.54K - $7.08K
|
108
$6.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.04K+ 1.42% |
$487K - $527K
|
576K
$35.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
684New |
$41.4K - $44.8K
|
684
$41.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
180New |
$10.9K - $11.8K
|
180
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-514- 8.59% |
$31.1K - $33.7K
|
5.47K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.72K+ 1.78% |
$225K - $244K
|
213K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.64K+ 13.47% |
$583K - $632K
|
81.2K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-35.5K- 71.57% |
$2.15M - $2.33M
|
14.1K
$864K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.03KNew |
$244K - $264K
|
4.03K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
654New |
$39.6K - $42.9K
|
654
$40.1K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
379+ 2.11% |
$22.9K - $24.9K
|
18.3K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67+ 0.42% |
$4.05K - $4.39K
|
15.9K
$972K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-551- 3.21% |
$33.3K - $36.1K
|
16.6K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.36K- 16.44% |
$82.1K - $88.9K
|
6.89K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.15% |
$363 - $393
|
4.11K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-970- 1.73% |
$58.7K - $63.6K
|
55.2K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-178- 0.44% |
$10.8K - $11.7K
|
40.6K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.5K- 45.19% |
$1.84M - $2M
|
36.9K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
63+ 0.67% |
$3.81K - $4.13K
|
9.48K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-224- 1.51% |
$13.6K - $14.7K
|
14.6K
$895K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
76+ 2.35% |
$4.6K - $4.98K
|
3.31K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-336- 8.67% |
$20.3K - $22K
|
3.54K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.02K+ 3.34% |
$243K - $264K
|
124K
$7.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$968 - $1.05K
|
16
$980
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.45KNew |
$87.4K - $94.7K
|
1.45K
$88.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-440- 15.44% |
$26.6K - $28.9K
|
2.41K
$148K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13KNew |
$786K - $852K
|
13K
$796K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
798+ 2.46% |
$48.3K - $52.3K
|
33.3K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9.1K+ 105.58% |
$551K - $597K
|
17.7K
$1.09M
|