Purchases and Sales Made in Q4 2022 in Invesco ETF Tr Ii S&P Smallcap (XSHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHD) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P SMALLCAP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.8K+ 26.32% |
$503K - $593K
|
153K
$2.24M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.75KNew |
$59.3K - $69.9K
|
3.75K
$55.1K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 42.17% |
$16K - $18.9K
|
3.41K
$50.1K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$2.37K - $2.8K
|
150
$2.2K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$15.8 - $18.6
|
1
$14.7
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1- 0.01% |
$15.8 - $18.6
|
11.8K
$174K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-247- 0.51% |
$3.91K - $4.6K
|
47.9K
$704K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.16K- 29.04% |
$18.3K - $21.5K
|
2.82K
$41.5K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.64K- 70.1% |
$73.4K - $86.5K
|
1.98K
$29.1K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.1K- 10.24% |
$144K - $170K
|
79.8K
$1.17M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.51K- 79.8% |
$150K - $177K
|
2.41K
$35.3K
|