Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMHQ) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.33K+ 318.38% |
$126K - $138K
|
1.75K
$174K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.09K- 10.49% |
$291K - $319K
|
26.3K
$2.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.18% |
$1.89K - $2.07K
|
11.3K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-75- 37.5% |
$7.07K - $7.74K
|
125
$12.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
8.79K+ 9.83% |
$829K - $908K
|
98.2K
$9.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.95KNew |
$373K - $408K
|
3.95K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-151- 0.25% |
$14.2K - $15.6K
|
60.9K
$6.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
878+ 15.52% |
$82.8K - $90.7K
|
6.54K
$648K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.92K+ 29.33% |
$181K - $198K
|
8.46K
$838K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.85K+ 17.23% |
$363K - $398K
|
26.2K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
998+ 26.32% |
$94.1K - $103K
|
4.79K
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.92K+ 6.82% |
$936K - $1.02M
|
155K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.68K+ 2.27% |
$347K - $380K
|
166K
$16.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
48.1K+ 10.22% |
$4.53M - $4.96M
|
518K
$51.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
37.7KNew |
$3.55M - $3.89M
|
37.7K
$3.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-604- 4.63% |
$57K - $62.4K
|
12.4K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.79KNew |
$264K - $289K
|
2.79K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
100New |
$9.43K - $10.3K
|
100
$9.91K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27K+ 22.19% |
$214K - $234K
|
12.5K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
$343K - $376K
|
3.64K
$361K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.84K+ 4.7% |
$174K - $190K
|
41.1K
$4.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-11.7K- 6.72% |
$1.1M - $1.21M
|
162K
$16.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12.4K+ 6.35% |
$1.17M - $1.28M
|
208K
$20.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
909+ 6.96% |
$85.7K - $93.9K
|
14K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46.7KNew |
$4.4M - $4.82M
|
46.7K
$4.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.74K+ 2.63% |
$258K - $282K
|
107K
$10.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
29.1K+ 20.46% |
$2.74M - $3M
|
171K
$17M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15.5KNew |
$1.46M - $1.6M
|
15.5K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-18.5K- 68.23% |
$1.74M - $1.91M
|
8.59K
$852K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9.9KNew |
$934K - $1.02M
|
9.9K
$981K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
106K+ 28.25% |
$9.97M - $10.9M
|
480K
$47.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.22K+ 12.54% |
$493K - $539K
|
46.9K
$4.65M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.71K+ 96.14% |
$821K - $899K
|
17.8K
$1.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.85K+ 5.03% |
$174K - $191K
|
38.6K
$3.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.5K+ 70.08% |
$2.31M - $2.53M
|
59.4K
$5.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.9K+ 6.48% |
$462K - $506K
|
80.5K
$7.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.62K+ 40.58% |
$341K - $373K
|
12.5K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-306- 4.14% |
$28.9K - $31.6K
|
7.08K
$702K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 6.49% |
$123K - $134K
|
21.4K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.1K+ 6.42% |
$1.52M - $1.66M
|
267K
$26.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
211+ 109.9% |
$19.9K - $21.8K
|
403
$40K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$11.3K - $12.4K
|
120
$11.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.88K- 29.36% |
$461K - $504K
|
11.8K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
457+ 7.04% |
$43.1K - $47.2K
|
6.95K
$689K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.8K+ 316.97% |
$1.77M - $1.94M
|
24.7K
$2.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
210New |
$19.8K - $21.7K
|
210
$20.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-168- 2.56% |
$15.8K - $17.3K
|
6.39K
$633K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.27K+ 26.15% |
$309K - $338K
|
15.8K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.13% |
$660 - $723
|
5.56K
$551K
|