Latest Institutional Purchases of Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSHQ) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
153K+ 459.84% |
$5.78M - $6.7M
|
186K
$7.7M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
145K+ 17.42% |
$5.49M - $6.37M
|
980K
$40.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
141K+ 14.08% |
$5.31M - $6.16M
|
1.14M
$47.1M
|
|
|
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
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
31.3K+ 7.32% |
$1.18M - $1.37M
|
459K
$19M
|
|
|
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 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.3KNew |
$767K - $890K
|
20.3K
$840K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.71K+ 48.08% |
$367K - $425K
|
29.9K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.48KNew |
$282K - $328K
|
7.48K
$309K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.15K+ 10.88% |
$119K - $138K
|
32.1K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
340+ 6.77% |
$12.8K - $14.9K
|
5.36K
$222K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
392KNew |
$16.6M - $18.6M
|
392K
$16.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
235KNew |
$9.93M - $11.2M
|
235K
$9.7M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
12.7KNew |
$539K - $605K
|
12.7K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31KNew |
$55.6K - $62.5K
|
1.31K
$54.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
502New |
$21.3K - $23.9K
|
502
$20.8K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.73KNew |
$181K - $205K
|
4.73K
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.24K+ 7.35% |
$124K - $141K
|
47.2K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.28K+ 6.0% |
$49.1K - $55.8K
|
22.7K
$939K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
202+ 1.35% |
$7.72K - $8.78K
|
15.2K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
126New |
$4.82K - $5.48K
|
126
$5.21K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
51New |
$1.95K - $2.22K
|
51
$2.11K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.57K+ 47.51% |
$137K - $146K
|
11.1K
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.91% |
$38.4 - $40.8
|
111
$4.59K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$586K - $635K
|
15.4K
$638K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1KNew |
$460K - $499K
|
12.1K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.17KNew |
$310K - $337K
|
8.17K
$338K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.63KNew |
$138K - $150K
|
3.63K
$150K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.06K+ 151.29% |
$40.2K - $43.6K
|
1.76K
$72.8K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
250New |
$9.49K - $10.3K
|
250
$10.3K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
700+ 700.0% |
$23.5K - $28.4K
|
800
$33.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$1.04K - $1.26K
|
31
$1.28K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 29.7% |
$1.01K - $1.22K
|
131
$5.42K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.3KNew |
$45.6K - $49.8K
|
1.3K
$53.9K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$309 - $357
|
10
$414
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
12.6KNew |
$379K - $458K
|
12.6K
$519K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1KNew |
$30.2K - $36.5K
|
1K
$41.4K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23KNew |
$592K - $740K
|
23K
$950K
|
|