Latest Institutional Purchases of Invesco S&P Smallcap Value Wit (XSVM)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Value Wit (XSVM) 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
585+ 1.61% |
$29.6K - $33.3K
|
36.9K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
239New |
$12.1K - $13.6K
|
239
$13.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
154New |
$7.78K - $8.77K
|
154
$8.47K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
108+ 156.52% |
$5.46K - $6.15K
|
177
$9.74K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
52+ 0.57% |
$2.63K - $2.96K
|
9.14K
$503K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
109KNew |
$4.92M - $6.03M
|
109K
$6.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
20.2KNew |
$909K - $1.11M
|
20.2K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
19KNew |
$859K - $1.05M
|
19K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.51KNew |
$203K - $249K
|
4.51K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.39KNew |
$198K - $242K
|
4.39K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.97K+ 543.8% |
$89K - $109K
|
2.34K
$129K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.96KNew |
$88.2K - $108K
|
1.96K
$108K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
195New |
$8.79K - $10.8K
|
195
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
190+ 0.87% |
$8.57K - $10.5K
|
22K
$1.21M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
177New |
$7.98K - $9.77K
|
177
$9.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$4.51K - $5.52K
|
100
$5.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
44New |
$1.98K - $2.43K
|
44
$2.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
35New |
$1.58K - $1.93K
|
35
$1.93K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
31New |
$1.4K - $1.71K
|
31
$1.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.35% |
$180 - $221
|
1.14K
$62.8K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
220KNew |
$10M - $11.1M
|
220K
$12.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.8KNew |
$809K - $900K
|
17.8K
$977K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2KNew |
$91.1K - $101K
|
2K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
811+ 2.27% |
$36.9K - $41.1K
|
36.5K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
469New |
$21.4K - $23.8K
|
469
$25.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
415+ 5.37% |
$18.9K - $21K
|
8.15K
$448K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.65KNew |
$196K - $219K
|
4.65K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.05KNew |
$44K - $49.2K
|
1.05K
$57.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
237New |
$9.97K - $11.2K
|
237
$13K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
51New |
$2.15K - $2.4K
|
51
$2.81K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23+ 0.4% |
$968 - $1.08K
|
5.77K
$318K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.98KNew |
$258K - $313K
|
5.98K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.65KNew |
$71.2K - $86.3K
|
1.65K
$90.8K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
427+ 7.89% |
$18.4K - $22.3K
|
5.84K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
393New |
$17K - $20.6K
|
393
$21.6K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
161New |
$6.94K - $8.42K
|
161
$8.86K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
140New |
$6.04K - $7.32K
|
140
$7.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$4.31K - $5.23K
|
100
$5.5K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
33.4KNew |
$1.41M - $1.68M
|
33.4K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
8.54KNew |
$361K - $429K
|
8.54K
$470K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.56K+ 5.59% |
$319K - $380K
|
143K
$7.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$188K - $224K
|
4.46K
$245K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.15KNew |
$90.5K - $108K
|
2.15K
$118K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.5K+ 17.86% |
$63.1K - $75.1K
|
9.87K
$543K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.26KNew |
$53K - $63K
|
1.26K
$69.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2K+ 11.54% |
$50.7K - $60.3K
|
11.6K
$638K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
601+ 9.67% |
$25.4K - $30.2K
|
6.82K
$375K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
154New |
$6.5K - $7.74K
|
154
$8.47K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
67New |
$2.83K - $3.37K
|
67
$3.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
47+ 0.82% |
$1.98K - $2.36K
|
5.75K
$316K
|
|