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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-31.4KClosed |
$1.38M - $1.71M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17New |
$863 - $946
|
17
$887
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.94KClosed |
$301K - $330K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-112Closed |
$5.68K - $6.23K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.9KNew |
$754K - $827K
|
14.9K
$775K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
100New |
$5.07K - $5.56K
|
100
$5.22K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
850+ 223.68% |
$43.1K - $47.3K
|
1.23K
$64.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
170New |
$8.63K - $9.46K
|
170
$8.87K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9Closed |
$457 - $501
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2Closed |
$101 - $111
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2.5KClosed |
$127K - $139K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-200Closed |
$10.1K - $11.3K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
SELL
|
CALL |
-71.7KClosed |
$3.6M - $4.06M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.2KClosed |
$568K - $632K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.49KClosed |
$209K - $232K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.33K- 10.0% |
$155K - $172K
|
30K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-168Closed |
$7.81K - $8.69K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.24KNew |
$244K - $271K
|
5.24K
$273K
|
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-659KClosed |
$30.7M - $34.1M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.37KNew |
$343K - $381K
|
7.37K
$384K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.94KClosed |
$183K - $204K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
149New |
$6.98K - $8.23K
|
149
$7.77K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.4KClosed |
$206K - $243K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-197Closed |
$9.23K - $10.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
38New |
$1.32K - $1.99K
|
38
$1.98K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-17Closed |
$590 - $890
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-228KClosed |
$6.19M - $8.04M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-400Closed |
$10.9K - $14.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7Closed |
$161 - $198
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28+ 19.31% |
$494 - $787
|
173
$9.02K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-908Closed |
$16K - $25.5K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.74KNew |
$172K - $274K
|
9.74K
$508K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
238New |
$4.11K - $8.05K
|
238
$12.4K
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13.3KClosed |
$230K - $450K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
650New |
$19K - $22.4K
|
650
$33.9K
|
|
| Q2 2019 | |||||||
|
Aug 05, 2019
Q2 2019
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-37.7KClosed |
$1.04M - $1.16M
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.31KClosed |
$141K - $163K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-435Closed |
$14K - $14.6K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-108Closed |
$3.47K - $3.63K
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-37Closed |
$1.19K - $1.24K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$28.7 - $32.9
|
1
$52.2
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.19KClosed |
$206K - $236K
|
0
$0
|
|