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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1KNew |
$51.4K - $62.5K
|
1K
$63.9K
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-140- 5.02% |
$7.19K - $8.75K
|
2.65K
$169K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.52K- 40.7% |
$129K - $157K
|
3.67K
$234K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.43K- 13.97% |
$73.2K - $89.1K
|
8.78K
$560K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.2K+ 166.23% |
$164K - $200K
|
5.13K
$327K
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-199- 1.29% |
$10.2K - $12.4K
|
15.2K
$971K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.16K+ 25.19% |
$214K - $260K
|
20.7K
$1.32M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.21KNew |
$165K - $200K
|
3.21K
$205K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56K+ 0.98% |
$80.3K - $97.7K
|
161K
$10.3M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126+ 0.21% |
$6.47K - $7.88K
|
61.5K
$3.93M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$154 - $188
|
7.63K
$487K
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.04KNew |
$362K - $440K
|
7.04K
$449K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-212- 2.31% |
$10.9K - $13.3K
|
8.96K
$572K
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-969- 0.96% |
$49.8K - $60.6K
|
100K
$6.41M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-30- 2.86% |
$1.54K - $1.88K
|
1.02K
$65.1K
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
BUY
|
- |
18+ 0.21% |
$924 - $1.13K
|
8.42K
$537K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.55K- 4.61% |
$233K - $284K
|
94K
$6M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-188- 2.04% |
$9.66K - $11.8K
|
9.01K
$575K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-35- 0.74% |
$1.8K - $2.19K
|
4.71K
$301K
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-2.01K- 11.23% |
$103K - $126K
|
15.9K
$1.02M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-800- 83.07% |
$41.1K - $50K
|
163
$10.4K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-970- 21.64% |
$49.8K - $60.6K
|
3.51K
$224K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160New |
$8.22K - $10K
|
160
$10.2K
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-190- 3.73% |
$9.76K - $11.9K
|
4.91K
$313K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-63- 0.23% |
$3.24K - $3.94K
|
27.2K
$1.74M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.75K- 98.21% |
$141K - $172K
|
50
$3.19K
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20+ 0.47% |
$1.03K - $1.25K
|
4.28K
$273K
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-15.8K- 28.49% |
$809K - $984K
|
39.5K
$2.52M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-796- 0.75% |
$40.9K - $49.8K
|
105K
$6.7M
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-13K- 2.51% |
$666K - $810K
|
504K
$32.2M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.69K+ 16.59% |
$292K - $356K
|
40K
$2.55M
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.49K- 7.2% |
$179K - $218K
|
45K
$2.87M
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.31K- 1.87% |
$67.4K - $82.1K
|
69K
$4.41M
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.72K- 18.95% |
$88.3K - $108K
|
7.36K
$470K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.31KNew |
$170K - $207K
|
3.31K
$211K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
94+ 0.75% |
$4.83K - $5.88K
|
12.7K
$811K
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-313- 4.31% |
$16.1K - $19.6K
|
6.94K
$443K
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
56New |
$2.88K - $3.5K
|
56
$3.58K
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
427+ 103.89% |
$21.9K - $26.7K
|
838
$53.5K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.25K- 98.81% |
$116K - $141K
|
27
$1.72K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.97KNew |
$204K - $248K
|
3.97K
$253K
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
17.5KNew |
$899K - $1.09M
|
17.5K
$1.12M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
195+ 7.89% |
$10K - $12.2K
|
2.67K
$170K
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.11KNew |
$365K - $444K
|
7.11K
$454K
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-150- 2.8% |
$7.7K - $9.38K
|
5.21K
$333K
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.21KNew |
$267K - $326K
|
5.21K
$333K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
504+ 11.84% |
$25.9K - $31.5K
|
4.76K
$304K
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-380- 2.23% |
$19.5K - $23.8K
|
16.7K
$1.06M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35- 1.19% |
$1.8K - $2.19K
|
2.91K
$186K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.11K- 5.85% |
$57K - $69.4K
|
17.9K
$1.14M
|