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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200Closed |
$10.5K - $11.2K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-72.2KClosed |
$3.79M - $4.03M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-21Closed |
$1.1K - $1.17K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.76KNew |
$197K - $210K
|
3.76K
$222K
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-6.1KClosed |
$320K - $341K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-700- 3.33% |
$36.8K - $39.1K
|
20.3K
$1.2M
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.8KClosed |
$199K - $212K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.22KClosed |
$64.1K - $68.1K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-420Closed |
$22.1K - $23.4K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100New |
$5.25K - $5.58K
|
100
$5.92K
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-44.5KClosed |
$2.34M - $2.49M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-66.6KClosed |
$3.51M - $3.66M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8.93KClosed |
$470K - $491K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.18KClosed |
$273K - $285K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.32KClosed |
$227K - $237K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.04KClosed |
$160K - $167K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.94KClosed |
$207K - $216K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-281- 84.89% |
$14.8K - $15.4K
|
50
$2.96K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.53KClosed |
$186K - $194K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.68KClosed |
$299K - $312K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-75Closed |
$3.95K - $4.12K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-280Closed |
$14.7K - $15.4K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.24KClosed |
$329K - $343K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-326Closed |
$17.2K - $17.9K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-462Closed |
$24.3K - $25.4K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.73KClosed |
$224K - $250K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125Closed |
$5.93K - $6.62K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.4KClosed |
$826K - $922K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-8.76KClosed |
$415K - $464K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29Closed |
$1.38K - $1.53K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Os, LLC
|
SELL
|
- |
-14.1KClosed |
$667K - $745K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.9KClosed |
$515K - $575K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-28.4KClosed |
$1.35M - $1.5M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-65Closed |
$3.08K - $3.44K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-5.56KClosed |
$264K - $294K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-3.72KClosed |
$176K - $197K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-14.9KClosed |
$707K - $789K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.48KClosed |
$70K - $78.1K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.45KClosed |
$68.8K - $76.7K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-5.09KClosed |
$241K - $269K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.11KClosed |
$337K - $390K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$216K - $250K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-70.6KClosed |
$2.94M - $3.4M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-116KClosed |
$4.82M - $5.58M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.35KClosed |
$223K - $258K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.16KClosed |
$48.3K - $55.9K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-304Closed |
$12.6K - $14.6K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Courier Capital LLC
|
SELL
|
- |
-6.56KClosed |
$273K - $316K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-643Closed |
$26.8K - $30.9K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-294Closed |
$12.2K - $14.1K
|
0
$0
|