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 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.19K+ 6.5% |
$610K - $677K
|
102K
$9.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
607+ 20.13% |
$59.8K - $66.4K
|
3.62K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
4.91K+ 0.96% |
$484K - $537K
|
517K
$47.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.41K- 5.81% |
$139K - $155K
|
22.9K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
413+ 0.91% |
$40.7K - $45.2K
|
45.7K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
63+ 0.57% |
$6.2K - $6.89K
|
11.2K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-252- 6.54% |
$24.8K - $27.6K
|
3.6K
$333K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
25K+ 4.82% |
$2.46M - $2.73M
|
543K
$50.2M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.79KNew |
$358K - $391K
|
3.79K
$350K
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
2.13KNew |
$201K - $220K
|
2.13K
$197K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.2KNew |
$1.91M - $2.09M
|
20.2K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
19.8KNew |
$1.87M - $2.05M
|
19.8K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.71KNew |
$539K - $590K
|
5.71K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$559K - $612K
|
5.93K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-37- 64.91% |
$3.49K - $3.82K
|
20
$1.85K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.46K+ 410.38% |
$515K - $564K
|
6.79K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-13.2K- 82.85% |
$1.24M - $1.36M
|
2.73K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
143New |
$13.5K - $14.8K
|
143
$13.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-239- 6.1% |
$22.5K - $24.7K
|
3.68K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.2KNew |
$208K - $228K
|
2.2K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3New |
$283 - $310
|
3
$277
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.18KNew |
$300K - $329K
|
3.18K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
47+ 7.99% |
$4.43K - $4.85K
|
635
$58.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 83.71% |
$106K - $116K
|
218
$20.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
239New |
$22.5K - $24.7K
|
239
$22.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
65New |
$6.13K - $6.71K
|
65
$6K
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
5.19KNew |
$489K - $536K
|
5.19K
$479K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
136New |
$12.8K - $14K
|
136
$12.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-145K- 99.86% |
$13.7M - $14.9M
|
198
$18.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$943 - $1.03K
|
10
$923
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-604- 4.63% |
$57K - $62.4K
|
12.4K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.92K+ 29.33% |
$181K - $198K
|
8.46K
$781K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.95KNew |
$373K - $408K
|
3.95K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
998+ 26.32% |
$94.1K - $103K
|
4.79K
$442K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
$343K - $376K
|
3.64K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.79KNew |
$264K - $289K
|
2.79K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
100New |
$9.43K - $10.3K
|
100
$9.23K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9.9KNew |
$934K - $1.02M
|
9.9K
$914K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
211+ 109.9% |
$19.9K - $21.8K
|
403
$37.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$11.3K - $12.4K
|
120
$11.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.88K- 29.36% |
$461K - $504K
|
11.8K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
210New |
$19.8K - $21.7K
|
210
$19.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-35.2K- 37.6% |
$3.31M - $3.63M
|
58.3K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.21K- 81.31% |
$114K - $124K
|
277
$25.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30+ 2.39% |
$2.83K - $3.1K
|
1.29K
$119K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
114K+ 22.54% |
$10.8M - $11.8M
|
621K
$57.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6K+ 23.74% |
$4.77M - $5.22M
|
264K
$24.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
45New |
$4.24K - $4.65K
|
45
$4.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
306New |
$28.9K - $31.6K
|
306
$28.2K
|
|