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 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
27.1KNew |
$2.55M - $2.8M
|
27.1K
$2.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.85K- 90.66% |
$174K - $191K
|
190
$17.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16.1KNew |
$1.52M - $1.67M
|
16.1K
$1.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-576- 94.74% |
$54.3K - $59.5K
|
32
$2.95K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.15KNew |
$202K - $222K
|
2.15K
$198K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
345+ 16.59% |
$33.4K - $37.8K
|
2.43K
$224K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.58KNew |
$830K - $940K
|
8.58K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100KNew |
$9.68M - $11M
|
100K
$9.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
354New |
$34.3K - $38.8K
|
354
$32.7K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
33.8K+ 6.16% |
$3.27M - $3.71M
|
583K
$53.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-110- 2.82% |
$10.6K - $12.1K
|
3.79K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
475New |
$46K - $52.1K
|
475
$43.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
10New |
$968 - $1.1K
|
10
$923
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$581 - $658
|
6
$554
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.66KClosed |
$258K - $292K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-44.4K- 4.34% |
$4.3M - $4.87M
|
979K
$90.4M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.1K+ 210.24% |
$2.91M - $3.3M
|
44.4K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-835- 12.3% |
$80.8K - $91.5K
|
5.95K
$550K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
74New |
$7.16K - $8.11K
|
74
$6.83K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.68KNew |
$162K - $184K
|
1.68K
$155K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-72.2K- 63.89% |
$6.99M - $7.91M
|
40.8K
$3.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
90.7KNew |
$8.78M - $9.94M
|
90.7K
$8.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
54New |
$5.23K - $5.92K
|
54
$4.98K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
553New |
$53.5K - $60.6K
|
553
$51K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
20KNew |
$1.93M - $2.19M
|
20K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
250KNew |
$24.2M - $27.4M
|
250K
$23.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.26K+ 1.35% |
$315K - $357K
|
245K
$22.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.73KNew |
$361K - $409K
|
3.73K
$344K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.69KNew |
$260K - $295K
|
2.69K
$248K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.81K+ 5.52% |
$272K - $308K
|
53.7K
$4.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
60+ 2.06% |
$5.81K - $6.58K
|
2.97K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11.5KNew |
$1.12M - $1.27M
|
11.5K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
82+ 7.19% |
$7.93K - $8.99K
|
1.22K
$113K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.48K- 53.3% |
$918K - $1.04M
|
8.31K
$767K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$9.68K - $11K
|
100
$9.23K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
69New |
$6.68K - $7.56K
|
69
$6.37K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
61+ 5.67% |
$5.9K - $6.69K
|
1.14K
$105K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
263New |
$22.7K - $28.9K
|
263
$24.3K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71New |
$6.14K - $7.81K
|
71
$6.55K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
398KNew |
$34.4M - $43.8M
|
398K
$36.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
90.6K+ 303.27% |
$7.83M - $9.97M
|
120K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.9K+ 23.79% |
$3.01M - $3.84M
|
181K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.14KNew |
$185K - $236K
|
2.14K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.69KNew |
$838K - $1.07M
|
9.69K
$894K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 24.34% |
$1.7M - $2.16M
|
100K
$9.27M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8KNew |
$1.37M - $1.74M
|
15.8K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
187New |
$16.2K - $20.6K
|
187
$17.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.23KNew |
$365K - $465K
|
4.23K
$390K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
811+ 12.49% |
$70.1K - $89.3K
|
7.3K
$674K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.2KNew |
$536K - $682K
|
6.2K
$572K
|
|