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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3- 0.08% |
$156 - $170
|
3.72K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-282- 50.0% |
$14.7K - $16K
|
282
$17.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
33+ 6.95% |
$1.72K - $1.87K
|
508
$32.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
51+ 0.29% |
$2.66K - $2.89K
|
17.9K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-285- 1.04% |
$14.9K - $16.2K
|
27.2K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-452- 13.92% |
$23.6K - $25.6K
|
2.8K
$177K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-550- 3.12% |
$28.7K - $31.2K
|
17.1K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-54- 58.06% |
$2.82K - $3.06K
|
39
$2.47K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.29K- 5.62% |
$328K - $357K
|
106K
$6.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-800- 45.38% |
$41.7K - $45.3K
|
963
$60.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$214K - $233K
|
4.11K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-492- 6.61% |
$25.7K - $27.9K
|
6.95K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.59K- 39.22% |
$135K - $147K
|
4.01K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38KNew |
$1.98M - $2.16M
|
38K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
991+ 121.6% |
$51.7K - $56.2K
|
1.81K
$114K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
552+ 1.55% |
$28.8K - $31.3K
|
36.3K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
531New |
$27.7K - $30.1K
|
531
$33.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.79K- 11.88% |
$259K - $292K
|
35.5K
$2.25M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-800- 12.65% |
$43.4K - $48.7K
|
5.53K
$350K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.01KNew |
$54.7K - $61.5K
|
1.01K
$63.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
288New |
$15.6K - $17.5K
|
288
$18.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-500- 50.0% |
$27.1K - $30.5K
|
500
$31.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
218+ 177.24% |
$11.8K - $13.3K
|
341
$21.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
113+ 2.25% |
$6.12K - $6.88K
|
5.14K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21+ 0.11% |
$1.14K - $1.28K
|
19.4K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1K- 21.62% |
$54.2K - $60.9K
|
3.63K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
352+ 6.45% |
$19.1K - $21.4K
|
5.81K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.49KNew |
$352K - $395K
|
6.49K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.45KNew |
$78.8K - $88.6K
|
1.45K
$92K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
61.7KNew |
$3.34M - $3.76M
|
61.7K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.64K- 13.29% |
$89.1K - $100K
|
10.7K
$679K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$976 - $1.1K
|
18
$1.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$21.7K - $24.4K
|
400
$25.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
170New |
$9.21K - $10.4K
|
170
$10.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
241New |
$13.1K - $14.7K
|
241
$15.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-210- 6.56% |
$11.4K - $12.8K
|
2.99K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
210+ 107.14% |
$11.4K - $12.8K
|
406
$25.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-981- 13.69% |
$53.2K - $59.8K
|
6.19K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
58.5KNew |
$3.17M - $3.56M
|
58.5K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.59KNew |
$303K - $341K
|
5.59K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100New |
$5.42K - $6.09K
|
100
$6.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-563- 44.86% |
$30.5K - $34.3K
|
692
$43.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 1900.0% |
$82.4K - $92.6K
|
1.6K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$54.2 - $60.9
|
4.26K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
21+ 2.24% |
$1.14K - $1.28K
|
958
$60.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
106+ 1.48% |
$5.75K - $6.46K
|
7.26K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-36- 1.16% |
$1.95K - $2.19K
|
3.07K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
167+ 315.09% |
$9.05K - $10.2K
|
220
$13.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.45% |
$1.36K - $1.52K
|
5.62K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 3.74% |
$87K - $97.8K
|
44.6K
$2.82M
|
|