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 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 8.21% |
$25.3K - $27.8K
|
5.59K
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
36New |
$1.82K - $2K
|
36
$2.13K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.16K- 14.99% |
$58.5K - $64.3K
|
6.56K
$388K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
82New |
$3.65K - $4.38K
|
82
$4.86K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.25KNew |
$144K - $174K
|
3.25K
$192K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5.39KNew |
$240K - $288K
|
5.39K
$319K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
150New |
$6.67K - $8.02K
|
150
$8.88K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1KNew |
$44.5K - $53.5K
|
1K
$59.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 1.56% |
$133 - $160
|
195
$11.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
200New |
$8.89K - $10.7K
|
200
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-814- 13.91% |
$36.2K - $43.5K
|
5.04K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
356New |
$15.8K - $19K
|
356
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.1KNew |
$227K - $273K
|
5.1K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
947+ 1786.79% |
$42.1K - $50.6K
|
1K
$59.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.41KNew |
$107K - $129K
|
2.41K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-576- 85.21% |
$25.6K - $30.8K
|
100
$5.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
120+ 1.84% |
$5.34K - $6.42K
|
6.63K
$392K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 1.54% |
$845 - $1.02K
|
1.26K
$74.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.23KNew |
$188K - $226K
|
4.23K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35.3KNew |
$1.57M - $1.89M
|
35.3K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
963New |
$42.8K - $51.5K
|
963
$57K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-22- 0.53% |
$978 - $1.18K
|
4.15K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.52KNew |
$67.6K - $81.3K
|
1.52K
$90K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-700- 4.39% |
$31.1K - $37.4K
|
15.2K
$903K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$187K - $225K
|
4.2K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.3% |
$489 - $588
|
3.64K
$216K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
220New |
$9.78K - $11.8K
|
220
$13K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 0.42% |
$1.33K - $1.6K
|
7.15K
$424K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15+ 1.63% |
$667 - $802
|
937
$55.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.94K+ 3.03% |
$86.3K - $104K
|
66.1K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4KNew |
$178K - $214K
|
4K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.61KNew |
$250K - $300K
|
5.61K
$332K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$44.5K - $53.5K
|
1K
$59.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-503- 8.47% |
$22.4K - $26.9K
|
5.43K
$322K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
800New |
$35.6K - $42.8K
|
800
$47.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
140New |
$6.22K - $7.48K
|
140
$8.29K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$555 - $637
|
12
$711
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27KNew |
$1.25M - $1.43M
|
27K
$1.6M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
250New |
$11.6K - $13.3K
|
250
$14.8K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 16.67% |
$18.5K - $21.2K
|
2K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.5KNew |
$69.4K - $79.6K
|
1.5K
$88.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23+ 0.28% |
$1.06K - $1.22K
|
8.21K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.48KNew |
$68.3K - $78.3K
|
1.48K
$87.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.17KNew |
$286K - $328K
|
6.17K
$366K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.9K- 60.7% |
$643K - $738K
|
9K
$533K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
500New |
$23.1K - $26.5K
|
500
$29.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
534New |
$24.7K - $28.3K
|
534
$31.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-224- 63.82% |
$10.4K - $11.9K
|
127
$7.52K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-30- 0.47% |
$1.39K - $1.59K
|
6.33K
$375K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
191New |
$8.84K - $10.1K
|
191
$11.3K
|
|