Latest Institutional Transactions on Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSHQ) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-862- 6.24% |
$34.9K - $38.6K
|
13K
$536K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.01K- 4.74% |
$162K - $179K
|
80.5K
$3.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-724- 0.77% |
$29.3K - $32.4K
|
93.6K
$3.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-552- 0.73% |
$22.4K - $24.7K
|
75.4K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.61K- 17.75% |
$268K - $296K
|
30.6K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.62K+ 6.45% |
$187K - $207K
|
76.3K
$3.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9+ 0.15% |
$365 - $403
|
6.18K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
320+ 5.98% |
$13K - $14.3K
|
5.67K
$234K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.41K+ 12.45% |
$178K - $197K
|
39.8K
$1.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.82K+ 34.73% |
$114K - $126K
|
10.9K
$453K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
610+ 7.16% |
$20.9K - $25K
|
9.13K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31+ 0.55% |
$1.06K - $1.27K
|
5.67K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.6KNew |
$466K - $556K
|
13.6K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
83+ 1.52% |
$2.85K - $3.4K
|
5.53K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.63K+ 11.97% |
$90.3K - $108K
|
24.6K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.5KNew |
$292K - $348K
|
8.5K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-9.62K- 43.5% |
$330K - $394K
|
12.5K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-8.78K- 92.55% |
$302K - $360K
|
707
$29.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-807- 8.2% |
$27.7K - $33.1K
|
9.03K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 9.09% |
$1.72K - $2.05K
|
500
$20.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11KNew |
$377K - $450K
|
11K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
580+ 10.31% |
$19.9K - $23.8K
|
6.2K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-136- 2.16% |
$4.67K - $5.57K
|
6.16K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-21.7K- 68.56% |
$744K - $888K
|
9.93K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.35KNew |
$80.7K - $96.3K
|
2.35K
$97.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.7K- 48.06% |
$127K - $152K
|
4K
$165K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
52.5K+ 9.24% |
$1.8M - $2.15M
|
621K
$25.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.3K- 30.19% |
$870K - $1.04M
|
58.6K
$2.42M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.3KNew |
$767K - $890K
|
20.3K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.91K- 21.83% |
$72.1K - $83.7K
|
6.84K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.48KNew |
$282K - $328K
|
7.48K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.15K+ 10.88% |
$119K - $138K
|
32.1K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-140- 17.18% |
$5.29K - $6.13K
|
675
$27.9K
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
51.3K+ 16.29% |
$1.94M - $2.25M
|
366K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
141K+ 14.08% |
$5.31M - $6.16M
|
1.14M
$47.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
145K+ 17.42% |
$5.49M - $6.37M
|
980K
$40.5M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
27.7K+ 40.93% |
$1.05M - $1.21M
|
95.3K
$3.94M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.1K- 26.59% |
$382K - $443K
|
27.9K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.71K+ 48.08% |
$367K - $425K
|
29.9K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6.4KNew |
$242K - $280K
|
6.4K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.37KNew |
$203K - $235K
|
5.37K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
340+ 6.77% |
$12.8K - $14.9K
|
5.36K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
153K+ 459.84% |
$5.78M - $6.7M
|
186K
$7.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
31.3K+ 7.32% |
$1.18M - $1.37M
|
459K
$19M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
502New |
$21.3K - $23.9K
|
502
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
235KNew |
$9.93M - $11.2M
|
235K
$9.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
392KNew |
$16.6M - $18.6M
|
392K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-438- 2.89% |
$18.5K - $20.8K
|
14.7K
$608K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31KNew |
$55.6K - $62.5K
|
1.31K
$54.3K
|
|