Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XMHQ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMHQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
280+ 2.25% |
$27.1K - $30.7K
|
12.7K
$1.26M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
258+ 24.07% |
$25K - $28.3K
|
1.33K
$132K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
239+ 6.49% |
$23.1K - $26.2K
|
3.92K
$388K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
202+ 6.19% |
$19.5K - $22.1K
|
3.46K
$343K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
186+ 4.53% |
$18K - $20.4K
|
4.29K
$425K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
175+ 3.55% |
$16.9K - $19.2K
|
5.1K
$505K
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
172+ 4.67% |
$16.6K - $18.9K
|
3.85K
$382K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
141+ 5.28% |
$13.6K - $15.5K
|
2.81K
$278K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
120+ 20.27% |
$11.6K - $13.2K
|
712
$70.5K
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
106+ 5.39% |
$10.3K - $11.6K
|
2.07K
$205K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$9.68K - $11K
|
100
$9.91K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
88+ 30.24% |
$8.51K - $9.64K
|
379
$37.5K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
82+ 7.19% |
$7.93K - $8.99K
|
1.22K
$121K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
78+ 15.29% |
$7.55K - $8.55K
|
588
$58.3K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
74New |
$7.16K - $8.11K
|
74
$7.33K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
69New |
$6.68K - $7.56K
|
69
$6.84K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 32.04% |
$6.39K - $7.23K
|
272
$26.9K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
62+ 1.09% |
$6K - $6.8K
|
5.75K
$570K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
61+ 5.67% |
$5.9K - $6.69K
|
1.14K
$113K
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
60+ 2.06% |
$5.81K - $6.58K
|
2.97K
$295K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
57New |
$5.52K - $6.25K
|
57
$5.65K
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
54New |
$5.23K - $5.92K
|
54
$5.35K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
41+ 0.56% |
$3.97K - $4.49K
|
7.36K
$729K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
39+ 25.49% |
$3.77K - $4.27K
|
192
$19K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31+ 0.08% |
$3K - $3.4K
|
36.8K
$3.64M
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
10New |
$968 - $1.1K
|
10
$991
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$581 - $658
|
6
$594
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
398KNew |
$34.4M - $43.8M
|
398K
$39.5M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
381KNew |
$32.9M - $41.9M
|
381K
$37.7M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 22.48% |
$20M - $25.4M
|
1.26M
$125M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
90.6K+ 303.27% |
$7.83M - $9.97M
|
120K
$11.9M
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
51.8KNew |
$4.48M - $5.7M
|
51.8K
$5.13M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.9K+ 23.79% |
$3.01M - $3.84M
|
181K
$18M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.6K+ 113.54% |
$2.47M - $3.15M
|
53.8K
$5.33M
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
19.7KNew |
$1.71M - $2.17M
|
19.7K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 24.34% |
$1.7M - $2.16M
|
100K
$9.95M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8KNew |
$1.37M - $1.74M
|
15.8K
$1.57M
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
14KNew |
$1.21M - $1.54M
|
14K
$1.39M
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.5KNew |
$1.08M - $1.38M
|
12.5K
$1.24M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.69KNew |
$838K - $1.07M
|
9.69K
$960K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.2KNew |
$536K - $682K
|
6.2K
$614K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.24K+ 201.81% |
$453K - $577K
|
7.84K
$776K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.47KNew |
$387K - $492K
|
4.47K
$443K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
4.27K+ 7.57% |
$369K - $470K
|
60.7K
$6.01M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.23KNew |
$365K - $465K
|
4.23K
$419K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3K+ 60.0% |
$259K - $330K
|
8K
$793K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.65KNew |
$229K - $291K
|
2.65K
$262K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.17KNew |
$188K - $239K
|
2.17K
$215K
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.14KNew |
$185K - $236K
|
2.14K
$212K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.04KNew |
$176K - $224K
|
2.04K
$202K
|