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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
60KNew |
$3.08M - $3.75M
|
60K
$3.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.86K- 15.42% |
$301K - $367K
|
32.2K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-77- 15.16% |
$3.95K - $4.81K
|
431
$27.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.69K- 45.32% |
$86.6K - $105K
|
2.03K
$130K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.27KNew |
$168K - $204K
|
3.27K
$209K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-13.4K- 30.6% |
$689K - $838K
|
30.4K
$1.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
110+ 1.54% |
$5.65K - $6.88K
|
7.27K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.3KNew |
$221K - $269K
|
4.3K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$51.4 - $62.5
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$167K - $204K
|
3.26K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
60.8KNew |
$3.12M - $3.8M
|
60.8K
$3.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.14KNew |
$58.3K - $70.9K
|
1.14K
$72.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-104- 1.13% |
$5.34K - $6.5K
|
9.07K
$579K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.73KNew |
$243K - $296K
|
4.73K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.3K- 0.8% |
$169K - $206K
|
412K
$26.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139+ 1.28% |
$7.14K - $8.69K
|
11K
$704K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-124- 1.84% |
$6.37K - $7.75K
|
6.61K
$422K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.3K- 2.52% |
$118K - $143K
|
88.8K
$5.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 8.59% |
$25.7K - $31.3K
|
6.32K
$404K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-3.43K- 10.11% |
$179K - $195K
|
30.5K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-400- 5.75% |
$20.9K - $22.7K
|
6.56K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16K+ 304.17% |
$836K - $909K
|
21.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
610+ 29.02% |
$31.8K - $34.6K
|
2.71K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.81K- 51.64% |
$251K - $272K
|
4.5K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-3.73K- 32.19% |
$194K - $211K
|
7.86K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.5K+ 273.67% |
$754K - $819K
|
19.7K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
225+ 3.38% |
$11.7K - $12.8K
|
6.88K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-55- 0.1% |
$2.87K - $3.12K
|
57.2K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.3K- 5.46% |
$67.7K - $73.5K
|
22.5K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15- 0.21% |
$782 - $850
|
7.3K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5KNew |
$261K - $283K
|
5K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.66KNew |
$86.5K - $94K
|
1.66K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
132New |
$6.89K - $7.48K
|
132
$8.43K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
55New |
$2.87K - $3.12K
|
55
$3.51K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.16KNew |
$112K - $122K
|
2.16K
$138K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.54KNew |
$289K - $314K
|
5.54K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
25New |
$1.3K - $1.42K
|
25
$1.6K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.97K- 6.96% |
$259K - $282K
|
66.5K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.84KNew |
$252K - $274K
|
4.84K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
550+ 3.98% |
$28.7K - $31.2K
|
14.4K
$917K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
402New |
$21K - $22.8K
|
402
$25.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-181- 3.33% |
$9.44K - $10.3K
|
5.25K
$335K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-282- 50.0% |
$14.7K - $16K
|
282
$18K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-54- 58.06% |
$2.82K - $3.06K
|
39
$2.49K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$214K - $233K
|
4.11K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-492- 6.61% |
$25.7K - $27.9K
|
6.95K
$444K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.59K- 39.22% |
$135K - $147K
|
4.01K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
991+ 121.6% |
$51.7K - $56.2K
|
1.81K
$115K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
552+ 1.55% |
$28.8K - $31.3K
|
36.3K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
531New |
$27.7K - $30.1K
|
531
$33.9K
|
|