Purchases and Sales Made in Q3 2024 in Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP VALUE WIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 5.03% |
$86.3K - $99.4K
|
31.8K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.58K- 12.62% |
$132K - $152K
|
17.9K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.68K- 31.38% |
$137K - $158K
|
5.86K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.29K- 2.36% |
$169K - $194K
|
136K
$7.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.42K- 5.9% |
$278K - $320K
|
86.4K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.6K- 3.06% |
$287K - $331K
|
177K
$9.76M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.64K- 20.99% |
$289K - $333K
|
21.2K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 38.99% |
$664K - $764K
|
20.3K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-14K- 9.33% |
$719K - $827K
|
136K
$7.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.3K- 19.32% |
$733K - $844K
|
59.7K
$3.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-19.9K- 30.41% |
$1.02M - $1.18M
|
45.6K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 85.6% |
$1.32M - $1.52M
|
4.32K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-28.3K- 12.6% |
$1.45M - $1.67M
|
196K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.7K- 1.84% |
$1.58M - $1.81M
|
1.64M
$90.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 22.38% |
$6.98M - $8.04M
|
472K
$26M
|