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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-58- 0.51% |
$5.17K - $6.03K
|
11.4K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
361New |
$32.2K - $37.6K
|
361
$37.7K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$514K - $600K
|
5.77K
$602K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
853+ 1.87% |
$76.1K - $88.7K
|
46.5K
$4.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.84% |
$89.2 - $104
|
120
$12.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-22- 37.29% |
$1.96K - $2.29K
|
37
$3.87K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.21K+ 21.36% |
$464K - $542K
|
29.6K
$3.09M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
4.76K+ 0.88% |
$424K - $495K
|
548K
$57.3M
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.08KNew |
$303K - $336K
|
3.08K
$321K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-31- 0.89% |
$3.05K - $3.39K
|
3.47K
$362K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
246New |
$24.2K - $26.9K
|
246
$25.7K
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
14.4KNew |
$1.42M - $1.58M
|
14.4K
$1.51M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-14Closed |
$1.38K - $1.53K
|
0
$0
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$309K - $344K
|
3.14K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
110New |
$10.8K - $12K
|
110
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
264New |
$26K - $28.9K
|
264
$27.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 5.65% |
$107K - $119K
|
20.3K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
286New |
$28.2K - $31.3K
|
286
$29.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.21K+ 44.71% |
$120K - $133K
|
3.93K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.43K+ 21.85% |
$732K - $813K
|
41.5K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
84+ 3.68% |
$8.27K - $9.19K
|
2.37K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 43.97% |
$227K - $252K
|
7.55K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.7KNew |
$1.94M - $2.15M
|
19.7K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.92K- 24.16% |
$287K - $319K
|
9.16K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-787- 4.06% |
$77.5K - $86.1K
|
18.6K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.8KNew |
$2.64M - $2.93M
|
26.8K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-787- 4.06% |
$77.5K - $86.1K
|
18.6K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.6KNew |
$158K - $175K
|
1.6K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-381- 35.81% |
$37.5K - $41.7K
|
683
$71.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.17K+ 19.0% |
$214K - $238K
|
13.6K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
83+ 830.0% |
$8.17K - $9.08K
|
93
$9.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.73K- 27.88% |
$466K - $517K
|
12.2K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
56New |
$5.51K - $6.12K
|
56
$5.85K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$132K - $146K
|
1.34K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.16KNew |
$311K - $346K
|
3.16K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.3K- 50.0% |
$226K - $252K
|
2.3K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
942+ 1.26% |
$92.8K - $103K
|
75.9K
$7.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.55KNew |
$349K - $388K
|
3.55K
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37New |
$3.64K - $4.05K
|
37
$3.87K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
285+ 7.54% |
$28.1K - $31.2K
|
4.06K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
299+ 14.37% |
$29.4K - $32.7K
|
2.38K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.03K+ 34.76% |
$200K - $222K
|
7.87K
$823K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.7K- 23.37% |
$168K - $186K
|
5.59K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.03KNew |
$397K - $441K
|
4.03K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$1.12M - $1.24M
|
11.4K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8New |
$788 - $875
|
8
$836
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
81.3KNew |
$8.01M - $8.89M
|
81.3K
$8.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
55New |
$5.42K - $6.01K
|
55
$5.75K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
288New |
$28.4K - $31.5K
|
288
$30.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.47K- 75.3% |
$637K - $707K
|
2.12K
$222K
|
|