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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
463+ 0.05% |
$43.7K - $47.8K
|
908K
$97M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-576- 94.74% |
$54.3K - $59.5K
|
32
$3.42K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.6K+ 13.81% |
$1.09M - $1.19M
|
95.3K
$10.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
854+ 11.38% |
$80.5K - $88.2K
|
8.36K
$893K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16.1KNew |
$1.52M - $1.67M
|
16.1K
$1.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.07KNew |
$195K - $213K
|
2.07K
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.02KNew |
$284K - $311K
|
3.02K
$322K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.72K+ 522.47% |
$351K - $384K
|
4.43K
$473K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.09K+ 18.74% |
$762K - $835K
|
51.2K
$5.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-301- 3.07% |
$28.4K - $31.1K
|
9.52K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
184K+ 32.24% |
$17.3M - $18.9M
|
753K
$80.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.15KNew |
$202K - $222K
|
2.15K
$229K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.36K- 6.99% |
$883K - $967K
|
125K
$13.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
353+ 11.66% |
$33.3K - $36.5K
|
3.38K
$361K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
648+ 6.19% |
$61.1K - $66.9K
|
11.1K
$1.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.06K+ 7.99% |
$100K - $109K
|
14.3K
$1.53M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.58KNew |
$830K - $940K
|
8.58K
$915K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4K+ 500.18% |
$2.17M - $2.45M
|
26.9K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100KNew |
$9.68M - $11M
|
100K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
354New |
$34.3K - $38.8K
|
354
$37.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
475New |
$46K - $52.1K
|
475
$50.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.63K+ 47.39% |
$254K - $288K
|
8.17K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
33.8K+ 6.16% |
$3.27M - $3.71M
|
583K
$62.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-110- 2.82% |
$10.6K - $12.1K
|
3.79K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.51K+ 11.14% |
$436K - $494K
|
44.9K
$4.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
10New |
$968 - $1.1K
|
10
$1.07K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$581 - $658
|
6
$641
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-44.4K- 4.34% |
$4.3M - $4.87M
|
979K
$105M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.66KClosed |
$258K - $292K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.48K+ 100.0% |
$820K - $929K
|
17K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
74New |
$7.16K - $8.11K
|
74
$7.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-835- 12.3% |
$80.8K - $91.5K
|
5.95K
$636K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.1K+ 210.24% |
$2.91M - $3.3M
|
44.4K
$4.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-72.2K- 63.89% |
$6.99M - $7.91M
|
40.8K
$4.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.68KNew |
$162K - $184K
|
1.68K
$179K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
90.7KNew |
$8.78M - $9.94M
|
90.7K
$9.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2- 0.05% |
$194 - $219
|
4.11K
$439K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
54New |
$5.23K - $5.92K
|
54
$5.77K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-22- 11.7% |
$2.13K - $2.41K
|
166
$17.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
553New |
$53.5K - $60.6K
|
553
$59K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.37K- 75.6% |
$326K - $370K
|
1.09K
$116K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
20KNew |
$1.93M - $2.19M
|
20K
$2.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
250KNew |
$24.2M - $27.4M
|
250K
$26.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.26K+ 1.35% |
$315K - $357K
|
245K
$26.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.73KNew |
$361K - $409K
|
3.73K
$398K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.69KNew |
$260K - $295K
|
2.69K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.81K+ 5.52% |
$272K - $308K
|
53.7K
$5.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
60+ 2.06% |
$5.81K - $6.58K
|
2.97K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11.5KNew |
$1.12M - $1.27M
|
11.5K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
82+ 7.19% |
$7.93K - $8.99K
|
1.22K
$131K
|
|