Latest Institutional Transactions on Invesco ETF Tr Ii S&P Smallcap (XSLV)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSLV) 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, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-126- 85.71% |
$5.45K - $6.12K
|
21
$919
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.91K- 1.57% |
$82.8K - $93K
|
120K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-370- 6.43% |
$16K - $18K
|
5.38K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
232New |
$10K - $11.3K
|
232
$10.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-298K- 100.0% |
$12.9M - $14.5M
|
1
$43.8
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18+ 0.49% |
$779 - $874
|
3.69K
$162K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4.44KNew |
$192K - $216K
|
4.44K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 0.17% |
$303 - $340
|
4.02K
$176K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-185- 1.15% |
$8K - $8.99K
|
15.9K
$697K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56- 0.41% |
$2.42K - $2.72K
|
13.8K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
148New |
$6.4K - $7.19K
|
148
$6.48K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
228New |
$9.86K - $11.1K
|
228
$9.98K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-314- 9.52% |
$13.6K - $15.3K
|
2.99K
$131K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$846K - $909K
|
20.4K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4New |
$166 - $178
|
4
$175
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.01K- 98.52% |
$249K - $267K
|
90
$3.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.24K+ 4.9% |
$176K - $189K
|
90.8K
$3.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.65KNew |
$68.3K - $73.4K
|
1.65K
$72.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
373New |
$15.4K - $16.6K
|
373
$16.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.63KNew |
$109K - $117K
|
2.63K
$115K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-187- 93.5% |
$7.75K - $8.32K
|
13
$569
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-653- 23.05% |
$27K - $29.1K
|
2.18K
$95.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.4K- 95.56% |
$58K - $62.3K
|
65
$2.85K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
159New |
$6.59K - $7.08K
|
159
$6.96K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-774- 19.39% |
$32.1K - $34.5K
|
3.22K
$141K
|
|
| Q1 2024 | |||||||
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
28.9K+ 17.49% |
$1.22M - $1.28M
|
194K
$8.51M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
220New |
$9.29K - $9.73K
|
220
$9.63K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
192New |
$8.11K - $8.49K
|
192
$8.41K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 28.17% |
$845 - $884
|
51
$2.23K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.38KNew |
$312K - $326K
|
7.38K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-213- 4.19% |
$9K - $9.42K
|
4.87K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.39K+ 153.0% |
$396K - $415K
|
15.5K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-590- 2.79% |
$24.9K - $26.1K
|
20.5K
$898K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.89K- 16.54% |
$122K - $128K
|
14.6K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.19K+ 2.63% |
$50.3K - $52.6K
|
46.4K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135New |
$5.7K - $5.97K
|
135
$5.91K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.13K- 97.75% |
$90K - $94.2K
|
49
$2.15K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6New |
$253 - $265
|
6
$263
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.26% |
$169 - $177
|
1.54K
$67.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.63% |
$42.2 - $44.2
|
158
$6.92K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.02K+ 825.93% |
$254K - $266K
|
6.75K
$296K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-82.5K- 90.58% |
$3.49M - $3.65M
|
8.58K
$376K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
314New |
$11.9K - $14K
|
314
$13.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.18KNew |
$234K - $276K
|
6.18K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-135- 1.18% |
$5.1K - $6.02K
|
11.3K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
960New |
$36.3K - $42.8K
|
960
$42K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
38+ 25.5% |
$1.44K - $1.7K
|
187
$8.19K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.92K+ 27357.14% |
$72.4K - $85.4K
|
1.92K
$84.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.65% |
$454 - $535
|
1.86K
$81.3K
|
|