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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$581 - $658
|
6
$627
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
74New |
$7.16K - $8.11K
|
74
$7.73K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.1K+ 210.24% |
$2.91M - $3.3M
|
44.4K
$4.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.68KNew |
$162K - $184K
|
1.68K
$175K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-72.2K- 63.89% |
$6.99M - $7.91M
|
40.8K
$4.26M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
553New |
$53.5K - $60.6K
|
553
$57.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
20KNew |
$1.93M - $2.19M
|
20K
$2.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
250KNew |
$24.2M - $27.4M
|
250K
$26.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.26K+ 1.35% |
$315K - $357K
|
245K
$25.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.69KNew |
$260K - $295K
|
2.69K
$281K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.81K+ 5.52% |
$272K - $308K
|
53.7K
$5.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
60+ 2.06% |
$5.81K - $6.58K
|
2.97K
$311K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11.5KNew |
$1.12M - $1.27M
|
11.5K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.48K- 53.3% |
$918K - $1.04M
|
8.31K
$868K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$9.68K - $11K
|
100
$10.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
61+ 5.67% |
$5.9K - $6.69K
|
1.14K
$119K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
398KNew |
$34.4M - $43.8M
|
398K
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71New |
$6.14K - $7.81K
|
71
$7.42K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 24.34% |
$1.7M - $2.16M
|
100K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.69KNew |
$838K - $1.07M
|
9.69K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.9K+ 23.79% |
$3.01M - $3.84M
|
181K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
90.6K+ 303.27% |
$7.83M - $9.97M
|
120K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.14KNew |
$185K - $236K
|
2.14K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8KNew |
$1.37M - $1.74M
|
15.8K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
187New |
$16.2K - $20.6K
|
187
$19.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.23KNew |
$365K - $465K
|
4.23K
$441K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
811+ 12.49% |
$70.1K - $89.3K
|
7.3K
$763K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.2KNew |
$536K - $682K
|
6.2K
$648K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
59New |
$5.1K - $6.49K
|
59
$6.16K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.73K+ 11.43% |
$149K - $190K
|
16.8K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$7.52K - $9.57K
|
87
$9.09K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
469New |
$40.6K - $51.6K
|
469
$49K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
14KNew |
$1.21M - $1.54M
|
14K
$1.47M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$164K - $209K
|
1.9K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
442+ 1.29% |
$38.2K - $48.6K
|
34.8K
$3.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-770- 79.38% |
$66.6K - $84.7K
|
200
$20.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
4.27K+ 7.57% |
$369K - $470K
|
60.7K
$6.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
115New |
$9.94K - $12.7K
|
115
$12K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
51.8KNew |
$4.48M - $5.7M
|
51.8K
$5.41M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
199New |
$17.2K - $21.9K
|
199
$20.8K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
47+ 6.24% |
$3.56K - $4.22K
|
800
$83.6K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.1KClosed |
$766K - $908K
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-351- 2.78% |
$26.6K - $31.5K
|
12.3K
$1.28M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
15New |
$1.14K - $1.35K
|
15
$1.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.18KNew |
$316K - $375K
|
4.18K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
171New |
$12.9K - $15.3K
|
171
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.51KNew |
$341K - $404K
|
4.51K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.71KNew |
$432K - $512K
|
5.71K
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
241KNew |
$18.3M - $21.7M
|
241K
$25.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.2KNew |
$394K - $467K
|
5.2K
$543K
|
|