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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.98K+ 11.28% |
$293K - $326K
|
29.4K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$1.12M - $1.24M
|
11.4K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
81.3KNew |
$8.01M - $8.89M
|
81.3K
$7.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-193K- 54.85% |
$19M - $21.1M
|
159K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 8.13% |
$2.02M - $2.25M
|
273K
$24.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.41K+ 32.05% |
$237K - $264K
|
9.93K
$883K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8New |
$788 - $875
|
8
$711
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
85.8KNew |
$8.45M - $9.38M
|
85.8K
$7.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
20.9K+ 20.3% |
$2.05M - $2.28M
|
124K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.86K- 8.77% |
$183K - $203K
|
19.3K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16.1K- 65.39% |
$1.59M - $1.77M
|
8.55K
$760K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-28- 0.17% |
$2.76K - $3.06K
|
16.1K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63K+ 2.74% |
$160K - $178K
|
61K
$5.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$4.53K - $5.03K
|
46
$4.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
34KNew |
$3.34M - $3.71M
|
34K
$3.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.83K+ 2.01% |
$180K - $200K
|
93K
$8.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.54K+ 10.99% |
$151K - $168K
|
15.5K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-83- 0.11% |
$8.17K - $9.08K
|
74.2K
$6.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
48.3K+ 7663.49% |
$4.75M - $5.28M
|
48.9K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
64.3KNew |
$6.34M - $7.04M
|
64.3K
$5.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-50.8K- 43.72% |
$5.01M - $5.56M
|
65.5K
$5.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.95K+ 7.84% |
$291K - $323K
|
40.6K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.71K+ 0.93% |
$365K - $405K
|
400K
$35.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.64K+ 10.25% |
$555K - $616K
|
60.6K
$5.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.8K+ 11.93% |
$275K - $306K
|
26.2K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79.6K+ 60.58% |
$7.84M - $8.7M
|
211K
$18.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
772+ 7.25% |
$76K - $84.4K
|
11.4K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.63KNew |
$554K - $616K
|
5.63K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-6.34K- 6.45% |
$624K - $693K
|
91.9K
$8.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-99- 1.86% |
$9.75K - $10.8K
|
5.24K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.31KNew |
$523K - $581K
|
5.31K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-165- 1.8% |
$16.2K - $18K
|
9.02K
$802K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23.9KNew |
$2.35M - $2.61M
|
23.9K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
9.78KNew |
$963K - $1.07M
|
9.78K
$870K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.54K- 4.32% |
$250K - $278K
|
56.2K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.47K+ 5.57% |
$341K - $379K
|
65.7K
$5.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
55New |
$5.42K - $6.01K
|
55
$4.89K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.24K+ 6.68% |
$615K - $683K
|
99.7K
$8.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.47K- 75.3% |
$637K - $707K
|
2.12K
$189K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-122- 1.87% |
$12K - $13.3K
|
6.41K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-33.3K- 58.95% |
$3.28M - $3.65M
|
23.2K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
13.4K+ 1.92% |
$1.32M - $1.47M
|
711K
$63.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.58K- 0.88% |
$451K - $500K
|
517K
$46M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
288New |
$28.4K - $31.5K
|
288
$25.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.3K+ 21.31% |
$325K - $361K
|
18.8K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
8.36KNew |
$823K - $914K
|
8.36K
$743K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
45+ 12.13% |
$4.43K - $4.92K
|
416
$37K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-5- 4.0% |
$492 - $547
|
120
$10.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
23New |
$2.26K - $2.52K
|
23
$2.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.76K+ 9.26% |
$469K - $521K
|
56.2K
$5M
|