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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
105+ 1.97% |
$4.28K - $5.33K
|
5.43K
$318K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
17.4KNew |
$735K - $920K
|
17.4K
$1.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
7.52KNew |
$319K - $399K
|
7.52K
$440K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.93K+ 26.01% |
$81.7K - $102K
|
9.35K
$547K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.8KNew |
$76.2K - $95.5K
|
1.8K
$105K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1KNew |
$42.3K - $53K
|
1K
$58.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
913+ 1.97% |
$38.7K - $48.4K
|
47.2K
$2.76M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
393+ 7.24% |
$16.6K - $20.8K
|
5.82K
$340K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$6.35K - $7.96K
|
150
$8.77K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
40+ 0.87% |
$1.69K - $2.12K
|
4.65K
$272K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$169 - $212
|
4
$234
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39.7KNew |
$1.95M - $2.39M
|
39.7K
$2.32M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
9.23KNew |
$453K - $556K
|
9.23K
$540K
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
7.35KNew |
$361K - $442K
|
7.35K
$430K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
7.35KNew |
$361K - $442K
|
7.35K
$430K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
184New |
$9.03K - $11.1K
|
184
$10.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
147New |
$7.22K - $8.85K
|
147
$8.6K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
42New |
$2.06K - $2.53K
|
42
$2.46K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.02KNew |
$57K - $62.3K
|
1.02K
$59.8K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$5.57K - $6.09K
|
100
$5.85K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
100New |
$5.57K - $6.09K
|
100
$5.85K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
8+ 1.79% |
$446 - $487
|
454
$26.5K
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
Polianta LTD
|
BUY
|
- |
216KNew |
$11.6M - $13.1M
|
216K
$12.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
51.4K+ 820.59% |
$2.77M - $3.11M
|
57.6K
$3.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.2KNew |
$172K - $194K
|
3.2K
$187K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.38KNew |
$128K - $144K
|
2.38K
$139K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2K+ 500.0% |
$108K - $121K
|
2.4K
$140K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
350+ 20.47% |
$18.8K - $21.2K
|
2.06K
$120K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
196New |
$10.6K - $11.9K
|
196
$11.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
147New |
$7.92K - $8.9K
|
147
$8.6K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.07KNew |
$53.2K - $58.5K
|
1.07K
$62.5K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
550+ 39.29% |
$27.3K - $30.1K
|
1.95K
$114K
|
|
| Q1 2021 | |||||||
|
May 09, 2023
Q1 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
276New |
$12.9K - $13.6K
|
276
$16.1K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
47.1KNew |
$1.96M - $2.22M
|
47.1K
$2.76M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
651New |
$27K - $30.6K
|
651
$38.1K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
30New |
$1.25K - $1.41K
|
30
$1.75K
|
|
| Q3 2019 | |||||||
|
Sep 14, 2021
Q3 2019
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
522New |
$18.7K - $20K
|
522
$30.5K
|
|
| Q2 2019 | |||||||
|
Feb 11, 2020
Q2 2019
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
6.95KNew |
$242K - $260K
|
6.95K
$406K
|
|
| Q2 2018 | |||||||
|
Aug 02, 2018
Q2 2018
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
515New |
$17.1K - $17.9K
|
515
$30.1K
|
|
|
Nov 09, 2023
Q2 2018
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
83+ 43.68% |
$2.76K - $2.88K
|
273
$16K
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$33.2 - $34.7
|
1
$58.5
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
900New |
N/A
|
900
$52.6K
|
|