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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
225+ 3.38% |
$11.7K - $12.8K
|
6.88K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
200+ 2.22% |
$10.4K - $11.3K
|
9.2K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
161+ 1.06% |
$8.4K - $9.13K
|
15.4K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
132+ 0.88% |
$6.89K - $7.48K
|
15.2K
$963K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
132New |
$6.89K - $7.48K
|
132
$8.35K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 10.53% |
$5.22K - $5.67K
|
1.05K
$66.5K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
55New |
$2.87K - $3.12K
|
55
$3.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
51+ 0.29% |
$2.66K - $2.89K
|
17.9K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
41+ 1.07% |
$2.14K - $2.32K
|
3.87K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
33+ 6.95% |
$1.72K - $1.87K
|
508
$32.2K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
25New |
$1.3K - $1.42K
|
25
$1.58K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 0.68% |
$1.04K - $1.13K
|
2.94K
$186K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
61.7KNew |
$3.34M - $3.76M
|
61.7K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
58.5KNew |
$3.17M - $3.56M
|
58.5K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.49KNew |
$352K - $395K
|
6.49K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.59KNew |
$303K - $341K
|
5.59K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 3.74% |
$87K - $97.8K
|
44.6K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 1900.0% |
$82.4K - $92.6K
|
1.6K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.45KNew |
$78.8K - $88.6K
|
1.45K
$92K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.01KNew |
$54.7K - $61.5K
|
1.01K
$63.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$27.1K - $30.5K
|
500
$31.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
411New |
$22.3K - $25K
|
411
$26K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$21.7K - $24.4K
|
400
$25.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
400+ 82.3% |
$21.7K - $24.4K
|
886
$56.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
352+ 6.45% |
$19.1K - $21.4K
|
5.81K
$368K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
288New |
$15.6K - $17.5K
|
288
$18.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
264+ 6.39% |
$14.3K - $16.1K
|
4.4K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
241New |
$13.1K - $14.7K
|
241
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
218+ 177.24% |
$11.8K - $13.3K
|
341
$21.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
210+ 107.14% |
$11.4K - $12.8K
|
406
$25.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
170New |
$9.21K - $10.4K
|
170
$10.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
167+ 315.09% |
$9.05K - $10.2K
|
220
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
113+ 2.25% |
$6.12K - $6.88K
|
5.14K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
106+ 1.48% |
$5.75K - $6.46K
|
7.26K
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100New |
$5.42K - $6.09K
|
100
$6.33K
|
|
|
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
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.45% |
$1.36K - $1.52K
|
5.62K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21+ 0.11% |
$1.14K - $1.28K
|
19.4K
$1.23M
|
|
|
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 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
20New |
$1.08K - $1.22K
|
20
$1.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$976 - $1.1K
|
18
$1.14K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$54.2 - $60.9
|
4.26K
$269K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.5KNew |
$1.07M - $1.19M
|
19.5K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.27KNew |
$288K - $322K
|
5.27K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.33KNew |
$237K - $265K
|
4.33K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.96KNew |
$217K - $242K
|
3.96K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.96KNew |
$217K - $242K
|
3.96K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.52KNew |
$193K - $215K
|
3.52K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$190K - $213K
|
3.48K
$220K
|
|