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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
262+ 5.24% |
$25.8K - $28.6K
|
5.26K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.8KNew |
$2.64M - $2.93M
|
26.8K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-787- 4.06% |
$77.5K - $86.1K
|
18.6K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.37K+ 73.26% |
$627K - $696K
|
15.1K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.28K+ 5.36% |
$224K - $249K
|
44.8K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
74.6KNew |
$7.34M - $8.15M
|
74.6K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-786- 9.41% |
$77.4K - $85.9K
|
7.57K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.92K- 24.16% |
$287K - $319K
|
9.16K
$921K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-408- 6.69% |
$40.2K - $44.6K
|
5.69K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.7K+ 23.73% |
$1.05M - $1.17M
|
55.6K
$5.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.7KNew |
$1.94M - $2.15M
|
19.7K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 43.97% |
$227K - $252K
|
7.55K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
3.1K+ 11.92% |
$305K - $339K
|
29.1K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.43K+ 21.85% |
$732K - $813K
|
41.5K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.77K+ 3.74% |
$174K - $194K
|
49.2K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.4K+ 9.47% |
$5.06M - $5.62M
|
594K
$59.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.1K+ 20.55% |
$1.29M - $1.44M
|
77K
$7.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.7K+ 192.77% |
$1.45M - $1.61M
|
22.3K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
893+ 3.9% |
$87.9K - $97.6K
|
23.8K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.24K+ 3.65% |
$220K - $245K
|
63.6K
$6.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
38+ 0.51% |
$3.74K - $4.16K
|
7.52K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-898- 20.76% |
$88.4K - $98.2K
|
3.43K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.98KNew |
$589K - $654K
|
5.98K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
45New |
$4.43K - $4.92K
|
45
$4.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 7.75% |
$12.7M - $14.1M
|
1.8M
$181M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.04K+ 20.77% |
$890K - $989K
|
52.6K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.41K- 0.72% |
$434K - $482K
|
611K
$61.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.8K+ 38.22% |
$3.73M - $4.14M
|
137K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.94K+ 18.11% |
$290K - $322K
|
19.2K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.99KNew |
$688K - $764K
|
6.99K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
84+ 3.68% |
$8.27K - $9.19K
|
2.37K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.3K- 19.41% |
$2.69M - $2.99M
|
113K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-787- 4.06% |
$77.5K - $86.1K
|
18.6K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.6KNew |
$158K - $175K
|
1.6K
$161K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-661- 0.56% |
$65.1K - $72.3K
|
117K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62- 1.81% |
$6.11K - $6.78K
|
3.37K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.01K+ 1.32% |
$296K - $329K
|
231K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
439+ 11.38% |
$43.2K - $48K
|
4.3K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
280+ 7.89% |
$27.6K - $30.6K
|
3.83K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
29.3K+ 71.18% |
$2.89M - $3.21M
|
70.6K
$7.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.68K+ 2.27% |
$363K - $403K
|
166K
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.73K- 27.88% |
$466K - $517K
|
12.2K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 92.6% |
$226K - $251K
|
4.77K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
76.4KNew |
$7.52M - $8.35M
|
76.4K
$7.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.57K+ 6.72% |
$549K - $610K
|
88.6K
$8.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.2K+ 31.31% |
$2.28M - $2.53M
|
97.2K
$9.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75.1K- 95.09% |
$7.4M - $8.22M
|
3.88K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.56KNew |
$252K - $280K
|
2.56K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.65K+ 0.19% |
$162K - $180K
|
885K
$88.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
83+ 830.0% |
$8.17K - $9.08K
|
93
$9.35K
|