Latest Institutional Transactions on Invesco ETF Tr Ii S&P Global W (CGW)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Global W (CGW) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.7K- 65.78% |
$193K - $210K
|
1.93K
$122K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.3K- 5.46% |
$67.7K - $73.5K
|
22.5K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
257+ 24.11% |
$13.4K - $14.6K
|
1.32K
$83.7K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
41+ 1.07% |
$2.14K - $2.32K
|
3.87K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 1.57% |
$65.9K - $71.6K
|
81.8K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-215- 2.5% |
$11.2K - $12.2K
|
8.38K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-115- 0.33% |
$6K - $6.52K
|
34.7K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
34K+ 7.16% |
$1.77M - $1.93M
|
509K
$32.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.88K- 14.41% |
$463K - $503K
|
52.7K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21.9K- 18.84% |
$1.14M - $1.24M
|
94.5K
$5.98M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-280- 10.69% |
$14.6K - $15.9K
|
2.34K
$148K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.29K+ 3.92% |
$119K - $130K
|
60.5K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15- 0.21% |
$782 - $850
|
7.3K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.23K- 5.51% |
$168K - $183K
|
55.3K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.68K+ 1.69% |
$87.8K - $95.4K
|
101K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5KNew |
$261K - $283K
|
5K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.22K+ 15.48% |
$116K - $126K
|
16.5K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 4.96% |
$148K - $161K
|
54.3K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-33- 0.31% |
$1.72K - $1.87K
|
10.5K
$667K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.66KNew |
$86.5K - $94K
|
1.66K
$105K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
290+ 11.6% |
$15.1K - $16.4K
|
2.79K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
132New |
$6.89K - $7.48K
|
132
$8.35K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
55New |
$2.87K - $3.12K
|
55
$3.48K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.51K- 56.41% |
$287K - $312K
|
4.26K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-217- 2.34% |
$11.3K - $12.3K
|
9.08K
$574K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.13K- 2.12% |
$111K - $121K
|
98.6K
$6.24M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 0.68% |
$1.04K - $1.13K
|
2.94K
$186K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.16KNew |
$112K - $122K
|
2.16K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 4.21% |
$5.22K - $5.67K
|
2.28K
$144K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
260+ 1.39% |
$13.6K - $14.7K
|
19K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
200+ 2.22% |
$10.4K - $11.3K
|
9.2K
$582K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.95K+ 5.54% |
$258K - $281K
|
94.3K
$5.97M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.54KNew |
$289K - $314K
|
5.54K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160KNew |
$8.32M - $9.04M
|
160K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 10.53% |
$5.22K - $5.67K
|
1.05K
$66.5K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-5.35K- 1.02% |
$279K - $303K
|
517K
$32.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
278+ 3.13% |
$14.5K - $15.8K
|
9.17K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
25New |
$1.3K - $1.42K
|
25
$1.58K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.05K- 16.4% |
$54.8K - $59.6K
|
5.36K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-518- 4.83% |
$27K - $29.4K
|
10.2K
$646K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.97K- 6.96% |
$259K - $282K
|
66.5K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.84KNew |
$252K - $274K
|
4.84K
$306K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.27K+ 6.45% |
$222K - $242K
|
70.3K
$4.45M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
312+ 7.04% |
$16.3K - $17.7K
|
4.75K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
550+ 3.98% |
$28.7K - $31.2K
|
14.4K
$909K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-78- 0.61% |
$4.07K - $4.42K
|
12.6K
$798K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 53.34% |
$622K - $676K
|
34.3K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-5.98K- 10.98% |
$312K - $339K
|
48.5K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
402New |
$21K - $22.8K
|
402
$25.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-181- 3.33% |
$9.44K - $10.3K
|
5.25K
$332K
|