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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.25% |
$500 - $552
|
5.25K
$249K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
500New |
$19.2K - $21.2K
|
500
$23.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.26K- 7.38% |
$48.5K - $53.5K
|
15.8K
$750K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.61KNew |
$61.9K - $68.4K
|
1.61K
$76.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
42+ 52.5% |
$1.62K - $1.78K
|
122
$5.79K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
279New |
$10.7K - $11.8K
|
279
$13.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
702New |
$27K - $29.8K
|
702
$33.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.5K+ 50.0% |
$96.2K - $106K
|
7.5K
$356K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44New |
$1.69K - $1.87K
|
44
$2.09K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
189K+ 76.86% |
$7.26M - $8.01M
|
434K
$20.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-7.01K- 52.3% |
$270K - $298K
|
6.39K
$303K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
160New |
$6.56K - $7.71K
|
160
$7.59K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135New |
$5.53K - $6.51K
|
135
$6.4K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59New |
$2.42K - $2.84K
|
59
$2.8K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
215+ 2150.0% |
$8.81K - $10.4K
|
225
$10.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5New |
$205 - $241
|
5
$237
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$645K - $759K
|
15.7K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.57K+ 19.19% |
$146K - $172K
|
22.2K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
18.6K+ 21.73% |
$762K - $896K
|
104K
$4.94M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
102+ 0.91% |
$4.18K - $4.92K
|
11.3K
$534K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-353- 99.72% |
$14.5K - $17K
|
1
$47.4
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-351- 58.21% |
$14.4K - $16.9K
|
252
$11.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
114New |
$4.67K - $5.49K
|
114
$5.41K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-380- 7.1% |
$15.6K - $18.3K
|
4.97K
$236K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251+ 1.87% |
$10.3K - $12.1K
|
13.6K
$647K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.95K+ 25.14% |
$162K - $190K
|
19.6K
$932K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.6K- 11.75% |
$65.7K - $77.3K
|
12K
$571K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.9K+ 21.56% |
$814K - $958K
|
112K
$5.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01KNew |
$82.4K - $96.9K
|
2.01K
$95.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
556+ 378.23% |
$22.8K - $26.8K
|
703
$33.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
545+ 9.32% |
$22.3K - $26.3K
|
6.39K
$303K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-127- 2.32% |
$5.2K - $6.12K
|
5.35K
$254K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-160K- 79.43% |
$6.57M - $7.73M
|
41.6K
$1.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
18New |
$738 - $867
|
18
$854
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18KClosed |
$735K - $855K
|
0
$0
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.57KNew |
$227K - $264K
|
5.57K
$264K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
18.5KNew |
$755K - $878K
|
18.5K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
37New |
$1.51K - $1.76K
|
37
$1.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
317New |
$12.9K - $15K
|
317
$15K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.94K- 53.66% |
$405K - $472K
|
8.58K
$407K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.72K- 97.79% |
$233K - $271K
|
129
$6.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.55K- 23.24% |
$104K - $121K
|
8.42K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-6.37K- 6.62% |
$260K - $303K
|
89.9K
$4.26M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
250New |
$10.2K - $11.9K
|
250
$11.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19KNew |
$775K - $902K
|
19K
$901K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5- 26.32% |
$204 - $237
|
14
$664
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-407- 4.41% |
$16.6K - $19.3K
|
8.82K
$418K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
126New |
$5.14K - $5.98K
|
126
$5.97K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-344- 99.14% |
$14K - $16.3K
|
3
$142
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.88K- 27.37% |
$117K - $141K
|
7.64K
$362K
|
|