Latest Institutional Transactions on Invesco S&P Smallcap Value Wit (XSVM)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Value Wit (XSVM) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
92New |
$4.72K - $5.35K
|
92
$5.04K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.75KNew |
$244K - $276K
|
4.75K
$260K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-379- 3.55% |
$19.5K - $22K
|
10.3K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52New |
$2.67K - $3.02K
|
52
$2.85K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
785+ 1.66% |
$40.3K - $45.6K
|
48.2K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.4K- 70.19% |
$2.79M - $3.16M
|
23.1K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 13.04% |
$701K - $794K
|
91.1K
$4.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
115K+ 77.48% |
$5.89M - $6.67M
|
263K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.19K- 7.92% |
$420K - $476K
|
95.2K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
215+ 59.72% |
$11K - $12.5K
|
575
$31.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.94K+ 2.65% |
$510K - $578K
|
384K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91.7K+ 134.8% |
$4.71M - $5.33M
|
160K
$8.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
852+ 10.39% |
$43.7K - $49.5K
|
9.05K
$496K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.4K- 15.92% |
$790K - $895K
|
81.3K
$4.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28- 0.3% |
$1.44K - $1.63K
|
9.17K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.51K- 10.08% |
$77.5K - $87.8K
|
13.5K
$738K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.7K- 2.45% |
$603K - $683K
|
468K
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 11.81% |
$141K - $160K
|
26K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-689- 6.64% |
$35.4K - $40.1K
|
9.68K
$530K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.05K+ 76.01% |
$54K - $61.2K
|
2.44K
$133K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.4K- 2.08% |
$71.8K - $81.4K
|
66K
$3.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-52.8K- 77.08% |
$2.71M - $3.07M
|
15.7K
$860K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.77KNew |
$245K - $277K
|
4.77K
$261K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21- 0.24% |
$1.08K - $1.22K
|
8.9K
$487K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.18KNew |
$214K - $243K
|
4.18K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
934New |
$47.9K - $54.3K
|
934
$51.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
265KNew |
$13.6M - $15.4M
|
265K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-475- 4.22% |
$24.4K - $27.6K
|
10.8K
$591K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
421+ 3.18% |
$21.6K - $24.5K
|
13.7K
$748K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40+ 8.62% |
$2.05K - $2.33K
|
504
$27.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 40.65% |
$279K - $316K
|
7.95K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
10.8K+ 6.8% |
$554K - $628K
|
170K
$9.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-184K- 16.96% |
$9.46M - $10.7M
|
903K
$49.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-983- 2.16% |
$50.5K - $57.2K
|
44.5K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.77K- 9.8% |
$90.8K - $103K
|
16.3K
$892K
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
36.4K+ 41.64% |
$1.87M - $2.12M
|
124K
$6.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 24.14% |
$982K - $1.11M
|
98.3K
$5.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-4.3K- 9.23% |
$221K - $250K
|
42.3K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12+ 0.27% |
$616 - $698
|
4.39K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-197- 3.29% |
$10.1K - $11.5K
|
5.79K
$317K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.18K- 10.56% |
$112K - $127K
|
18.4K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 4.34% |
$54.2K - $61.3K
|
25.4K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.45K- 23.35% |
$126K - $142K
|
8.04K
$440K
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
SELL
|
- |
-3.14K- 1.0% |
$161K - $183K
|
311K
$17M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.21KNew |
$62K - $70.2K
|
1.21K
$66.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
79New |
$4.06K - $4.59K
|
79
$4.33K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
71+ 0.55% |
$3.64K - $4.13K
|
13K
$714K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.03K- 23.72% |
$155K - $176K
|
9.74K
$533K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.18K- 78.01% |
$60.6K - $68.7K
|
333
$18.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-72- 0.23% |
$3.7K - $4.19K
|
31.9K
$1.75M
|
|