Latest Institutional Purchases of Invesco ETF Tr Ii S&P Midcap L (XMLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Midcap L (XMLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.9KNew |
$1.2M - $1.3M
|
19.9K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.03K+ 54.72% |
$486K - $526K
|
22.7K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.68K+ 799.79% |
$465K - $503K
|
8.64K
$534K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.86KNew |
$294K - $319K
|
4.86K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.14K+ 33.61% |
$130K - $140K
|
8.51K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.39K+ 6.82% |
$84K - $91K
|
21.7K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
810+ 6.47% |
$49K - $53.1K
|
13.3K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
763+ 2.44% |
$46.2K - $50K
|
32.1K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
409+ 0.98% |
$24.7K - $26.8K
|
42.1K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
288New |
$17.4K - $18.9K
|
288
$17.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
100New |
$6.05K - $6.56K
|
100
$6.19K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
48+ 0.63% |
$2.9K - $3.15K
|
7.66K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
47+ 5.06% |
$2.84K - $3.08K
|
975
$60.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
27+ 0.44% |
$1.63K - $1.77K
|
6.19K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20+ 0.31% |
$1.21K - $1.31K
|
6.43K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11+ 0.31% |
$666 - $721
|
3.56K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.62% |
$242 - $262
|
648
$40.1K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
187KNew |
$10.2M - $11.4M
|
187K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
49.6KNew |
$2.69M - $3.03M
|
49.6K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.3K+ 256.99% |
$1.43M - $1.6M
|
36.5K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.6K+ 61.32% |
$1.39M - $1.56M
|
67.4K
$4.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.72K+ 8.78% |
$528K - $594K
|
120K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.58K+ 11.84% |
$412K - $463K
|
71.6K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.88K+ 7.6% |
$374K - $420K
|
97.5K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.8K+ 88.76% |
$369K - $415K
|
14.5K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.5K+ 3.21% |
$353K - $397K
|
209K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.1KNew |
$331K - $372K
|
6.1K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.87K+ 1.04% |
$319K - $358K
|
568K
$35.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 84.94% |
$307K - $345K
|
12.3K
$761K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.09KNew |
$277K - $311K
|
5.09K
$315K
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
3.75K+ 1.73% |
$203K - $229K
|
220K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
3.67KNew |
$199K - $224K
|
3.67K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.56KNew |
$193K - $217K
|
3.56K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.54K+ 37.18% |
$192K - $216K
|
13.1K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.3K+ 14.34% |
$179K - $201K
|
26.3K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$178K - $201K
|
3.29K
$203K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
3.16K+ 41.8% |
$172K - $193K
|
10.7K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.85KNew |
$155K - $174K
|
2.85K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.58K+ 3.1% |
$140K - $157K
|
85.8K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.5K+ 4.6% |
$136K - $152K
|
56.8K
$3.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.24K+ 22.69% |
$122K - $137K
|
12.1K
$750K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.87K+ 71.32% |
$102K - $114K
|
4.49K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.37K+ 36.24% |
$74.4K - $83.6K
|
5.15K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.35K+ 36.78% |
$73.2K - $82.3K
|
5.01K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.31K+ 2.29% |
$71.1K - $79.9K
|
58.5K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$66.6K - $74.8K
|
1.23K
$75.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
996+ 0.22% |
$54.1K - $60.8K
|
462K
$28.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
814+ 0.65% |
$44.2K - $49.7K
|
126K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
551+ 3.61% |
$29.9K - $33.6K
|
15.8K
$977K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
544+ 60.31% |
$29.5K - $33.2K
|
1.45K
$89.4K
|
|