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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.81K+ 64.38% |
$154K - $172K
|
7.17K
$425K
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
111+ 0.74% |
$6.08K - $6.79K
|
15.2K
$900K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.85K+ 95.14% |
$266K - $297K
|
9.95K
$590K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
340New |
$18.6K - $20.8K
|
340
$20.1K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.83K- 13.97% |
$100K - $112K
|
11.3K
$668K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05K+ 1.18% |
$57.5K - $64.3K
|
89.8K
$5.32M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$190K - $213K
|
3.48K
$206K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.18K+ 12.13% |
$119K - $134K
|
20.2K
$1.19M
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-8.49KClosed |
$465K - $520K
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 14.49% |
$54.8K - $61.2K
|
5.9K
$349K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
120New |
$6.57K - $7.34K
|
120
$7.11K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.44K+ 38.63% |
$78.6K - $87.8K
|
5.15K
$305K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
5.97K+ 6.75% |
$327K - $366K
|
94.5K
$5.6M
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-322- 0.69% |
$17.6K - $19.7K
|
46.6K
$2.76M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.37KNew |
$185K - $206K
|
3.37K
$200K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-407- 8.14% |
$22.3K - $24.9K
|
4.59K
$272K
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.17K- 11.12% |
$63.8K - $71.3K
|
9.31K
$551K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-426- 4.46% |
$23.3K - $26.1K
|
9.13K
$541K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.47K- 51.41% |
$354K - $396K
|
6.11K
$362K
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
33.7K+ 6.26% |
$1.84M - $2.06M
|
572K
$33.9M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
116+ 16.55% |
$6.35K - $7.1K
|
817
$48.4K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.26K- 2.85% |
$178K - $199K
|
111K
$6.57M
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-135- 1.97% |
$7.39K - $8.26K
|
6.73K
$399K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
73+ 0.27% |
$4K - $4.47K
|
27.4K
$1.63M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 3.33% |
$5.48K - $6.12K
|
3.1K
$184K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-332- 0.77% |
$18.2K - $20.3K
|
43K
$2.55M
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.76K- 1.04% |
$260K - $291K
|
451K
$26.7M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
300+ 1.08% |
$16.4K - $18.4K
|
28.1K
$1.66M
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-77- 2.03% |
$4.22K - $4.71K
|
3.73K
$221K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.6K- 42.3% |
$361K - $404K
|
9K
$533K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.66K- 16.34% |
$145K - $163K
|
13.6K
$806K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-502- 9.69% |
$27.5K - $30.7K
|
4.68K
$277K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.32K- 5.06% |
$291K - $326K
|
99.9K
$5.92M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.65K+ 3.03% |
$145K - $162K
|
90.2K
$5.34M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
170+ 0.77% |
$9.31K - $10.4K
|
22.2K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 10.91% |
$329 - $367
|
61
$3.61K
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.85K- 3.0% |
$156K - $174K
|
91.9K
$5.45M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.11K+ 1.9% |
$60.7K - $67.9K
|
59.3K
$3.51M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-267- 1.99% |
$14.6K - $16.3K
|
13.2K
$779K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
201New |
$11K - $12.3K
|
201
$11.9K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-287- 3.19% |
$15.7K - $17.6K
|
8.7K
$515K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.75K- 2.59% |
$95.5K - $107K
|
65.6K
$3.89M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
72+ 16.94% |
$3.94K - $4.41K
|
497
$29.4K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-450- 11.39% |
$24.6K - $27.5K
|
3.5K
$207K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-181- 4.08% |
$9.91K - $11.1K
|
4.25K
$252K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-384- 8.5% |
$21K - $23.5K
|
4.13K
$245K
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.71K- 6.52% |
$367K - $411K
|
96.2K
$5.7M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 27.46% |
$27.4K - $30.6K
|
1.32K
$78.2K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.65K- 44.55% |
$255K - $285K
|
5.79K
$343K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
521+ 8.01% |
$28.5K - $31.9K
|
7.03K
$416K
|