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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
31New |
$1.31K - $1.56K
|
31
$1.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6New |
$253 - $301
|
6
$330
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3+ 0.04% |
$127 - $151
|
7.15K
$394K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.21KNew |
$379K - $470K
|
9.21K
$507K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.94KNew |
$121K - $150K
|
2.94K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
434+ 8.98% |
$17.9K - $22.2K
|
5.27K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7New |
$288 - $357
|
7
$385
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.75% |
$41.2 - $51.1
|
134
$7.37K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$562K - $694K
|
12.7K
$701K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
1.38KNew |
$60.8K - $75.2K
|
1.38K
$75.9K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98New |
$4.32K - $5.34K
|
98
$5.39K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$265 - $327
|
6
$330
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.9KNew |
$754K - $827K
|
14.9K
$818K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
850+ 223.68% |
$43.1K - $47.3K
|
1.23K
$67.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
170New |
$8.63K - $9.46K
|
170
$9.35K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
100New |
$5.07K - $5.56K
|
100
$5.5K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17New |
$863 - $946
|
17
$935
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.37KNew |
$343K - $381K
|
7.37K
$406K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.24KNew |
$244K - $271K
|
5.24K
$289K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
149New |
$6.98K - $8.23K
|
149
$8.2K
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
38New |
$1.32K - $1.99K
|
38
$2.09K
|
|
| Q2 2020 | |||||||
|
Jul 30, 2020
Q2 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.74KNew |
$172K - $274K
|
9.74K
$536K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28+ 19.31% |
$494 - $787
|
173
$9.52K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
238New |
$4.11K - $8.05K
|
238
$13.1K
|
|
| Q4 2019 | |||||||
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
650New |
$19K - $22.4K
|
650
$35.8K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$28.7 - $32.9
|
1
$55
|
|