Latest Institutional Purchases of Invesco ETF Tr Ii S&P Global W (CGW)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Global W (CGW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
106K+ 33.43% |
$5.45M - $6.63M
|
423K
$27M
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
60.8KNew |
$3.12M - $3.8M
|
60.8K
$3.88M
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
60KNew |
$3.08M - $3.75M
|
60K
$3.83M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.5K+ 37.64% |
$1.82M - $2.22M
|
130K
$8.29M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.5K+ 32.29% |
$1.57M - $1.91M
|
125K
$7.98M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.1K+ 14.43% |
$980K - $1.19M
|
151K
$9.66M
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
17.5KNew |
$899K - $1.09M
|
17.5K
$1.12M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.31K+ 12.91% |
$427K - $519K
|
72.7K
$4.64M
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.24K+ 14.31% |
$372K - $452K
|
57.8K
$3.69M
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.11KNew |
$365K - $444K
|
7.11K
$454K
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.04KNew |
$362K - $440K
|
7.04K
$449K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.98KNew |
$359K - $436K
|
6.98K
$446K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.84K+ 1.34% |
$351K - $428K
|
516K
$32.9M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.56K+ 30.57% |
$337K - $410K
|
28K
$1.79M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.69K+ 16.59% |
$292K - $356K
|
40K
$2.55M
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.21KNew |
$267K - $326K
|
5.21K
$332K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.73KNew |
$243K - $296K
|
4.73K
$302K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.3KNew |
$221K - $269K
|
4.3K
$274K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.16K+ 25.19% |
$214K - $260K
|
20.7K
$1.32M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.97KNew |
$204K - $248K
|
3.97K
$253K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$202K - $245K
|
3.92K
$250K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.51KNew |
$180K - $219K
|
3.51K
$224K
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.49KNew |
$179K - $218K
|
3.49K
$223K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.46KNew |
$178K - $216K
|
3.46K
$221K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.31KNew |
$170K - $207K
|
3.31K
$211K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 6.06% |
$169K - $206K
|
57.6K
$3.68M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.27KNew |
$168K - $204K
|
3.27K
$209K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$167K - $204K
|
3.26K
$208K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.21KNew |
$165K - $200K
|
3.21K
$205K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.2K+ 166.23% |
$164K - $200K
|
5.13K
$327K
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.67K+ 10.96% |
$85.7K - $104K
|
16.9K
$1.08M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56K+ 0.98% |
$80.3K - $97.7K
|
161K
$10.3M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.41K+ 1.72% |
$72.4K - $88.1K
|
83.2K
$5.31M
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.35KNew |
$69.1K - $84.1K
|
1.35K
$85.8K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15K+ 37.52% |
$59.1K - $71.9K
|
4.22K
$269K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.14KNew |
$58.3K - $70.9K
|
1.14K
$72.4K
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1KNew |
$51.4K - $62.5K
|
1K
$63.8K
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
587New |
$30.1K - $36.7K
|
587
$37.5K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
504+ 11.84% |
$25.9K - $31.5K
|
4.76K
$304K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 8.59% |
$25.7K - $31.3K
|
6.32K
$404K
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
427+ 103.89% |
$21.9K - $26.7K
|
838
$53.5K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
330New |
$16.9K - $20.6K
|
330
$21.1K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
319New |
$16.4K - $19.9K
|
319
$20.4K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
232+ 2.82% |
$11.9K - $14.5K
|
8.47K
$541K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
195+ 7.89% |
$10K - $12.2K
|
2.67K
$170K
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
180+ 1.71% |
$9.24K - $11.3K
|
10.7K
$684K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160New |
$8.22K - $10K
|
160
$10.2K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139+ 1.28% |
$7.14K - $8.69K
|
11K
$704K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126+ 0.21% |
$6.47K - $7.88K
|
61.5K
$3.92M
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
110+ 1.54% |
$5.65K - $6.88K
|
7.27K
$464K
|