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 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.9K- 18.9% |
$592K - $666K
|
46.9K
$2.99M
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.07KNew |
$58K - $65.2K
|
1.07K
$68.3K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-800- 12.65% |
$43.4K - $48.7K
|
5.53K
$353K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.01KNew |
$54.7K - $61.5K
|
1.01K
$64.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
288New |
$15.6K - $17.5K
|
288
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21+ 0.11% |
$1.14K - $1.28K
|
19.4K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
113+ 2.25% |
$6.12K - $6.88K
|
5.14K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
218+ 177.24% |
$11.8K - $13.3K
|
341
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-500- 50.0% |
$27.1K - $30.5K
|
500
$31.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
61.7KNew |
$3.34M - $3.76M
|
61.7K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.45KNew |
$78.8K - $88.6K
|
1.45K
$92.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.49KNew |
$352K - $395K
|
6.49K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
352+ 6.45% |
$19.1K - $21.4K
|
5.81K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1K- 21.62% |
$54.2K - $60.9K
|
3.63K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$976 - $1.1K
|
18
$1.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.64K- 13.29% |
$89.1K - $100K
|
10.7K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
210+ 107.14% |
$11.4K - $12.8K
|
406
$25.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-210- 6.56% |
$11.4K - $12.8K
|
2.99K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
241New |
$13.1K - $14.7K
|
241
$15.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
170New |
$9.21K - $10.4K
|
170
$10.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$21.7K - $24.4K
|
400
$25.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
58.5KNew |
$3.17M - $3.56M
|
58.5K
$3.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.59KNew |
$303K - $341K
|
5.59K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100New |
$5.42K - $6.09K
|
100
$6.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-563- 44.86% |
$30.5K - $34.3K
|
692
$44.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 1900.0% |
$82.4K - $92.6K
|
1.6K
$102K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
21+ 2.24% |
$1.14K - $1.28K
|
958
$61.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
167+ 315.09% |
$9.05K - $10.2K
|
220
$14K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.45% |
$1.36K - $1.52K
|
5.62K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 3.74% |
$87K - $97.8K
|
44.6K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-70- 0.25% |
$3.79K - $4.26K
|
28K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
264+ 6.39% |
$14.3K - $16.1K
|
4.4K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
400+ 82.3% |
$21.7K - $24.4K
|
886
$56.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$27.1K - $30.5K
|
500
$31.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40+ 2.27% |
$2.17K - $2.44K
|
1.8K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
20New |
$1.08K - $1.22K
|
20
$1.28K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-72- 14.49% |
$3.9K - $4.39K
|
425
$27.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.27KNew |
$288K - $322K
|
5.27K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.18K- 40.92% |
$284K - $317K
|
7.49K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.5KNew |
$1.07M - $1.19M
|
19.5K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.33KNew |
$237K - $265K
|
4.33K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.96KNew |
$217K - $242K
|
3.96K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.96KNew |
$217K - $242K
|
3.96K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 14.49% |
$54.8K - $61.2K
|
5.9K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.44K+ 38.63% |
$78.6K - $87.8K
|
5.15K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-502- 9.69% |
$27.5K - $30.7K
|
4.68K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
170+ 0.77% |
$9.31K - $10.4K
|
22.2K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.65K+ 3.03% |
$145K - $162K
|
90.2K
$5.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
201New |
$11K - $12.3K
|
201
$12.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 27.46% |
$27.4K - $30.6K
|
1.32K
$84.3K
|
|