Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XMMO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMMO) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.59KNew |
$276K - $304K
|
2.59K
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45New |
$4.8K - $5.29K
|
45
$6.08K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-924- 25.16% |
$98.5K - $109K
|
2.75K
$371K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
112New |
$11.9K - $13.2K
|
112
$15.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
120New |
$12.8K - $14.1K
|
120
$16.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1- 0.18% |
$107 - $118
|
569
$76.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
532+ 27.23% |
$56.7K - $62.5K
|
2.49K
$336K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25.8KNew |
$2.75M - $3.03M
|
25.8K
$3.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
964+ 7.93% |
$103K - $113K
|
13.1K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
14.1KNew |
$1.5M - $1.66M
|
14.1K
$1.9M
|
|
| Q1 2024 | |||||||
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-38- 1.23% |
$3.31K - $4.36K
|
3.05K
$412K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.46KNew |
$301K - $397K
|
3.46K
$467K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
300New |
$26.1K - $34.5K
|
300
$40.5K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
68New |
$5.92K - $7.81K
|
68
$9.18K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
568New |
$49.5K - $65.2K
|
568
$76.7K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.5KNew |
$1.35M - $1.78M
|
15.5K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.4K+ 34.09% |
$2.21M - $2.91M
|
99.7K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.3KNew |
$1.16M - $1.52M
|
13.3K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
1.13MNew |
$98.6M - $130M
|
1.13M
$153M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.8KNew |
$157K - $207K
|
1.8K
$243K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6New |
$523 - $689
|
6
$810
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.52KNew |
$394K - $519K
|
4.52K
$610K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-43Closed |
$3.74K - $4.94K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12New |
$1.05K - $1.38K
|
12
$1.62K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 30.19% |
$1.39K - $1.84K
|
69
$9.32K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.62K- 44.7% |
$141K - $186K
|
2.01K
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 12.5% |
$4.35K - $5.74K
|
350
$47.3K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
67New |
$5.84K - $7.7K
|
67
$9.05K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.85KNew |
$288K - $349K
|
3.85K
$520K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
333New |
$24.9K - $30.1K
|
333
$45K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.9KNew |
$217K - $262K
|
2.9K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
24.3KNew |
$1.82M - $2.2M
|
24.3K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.15K- 98.41% |
$385K - $465K
|
83
$11.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
2.45KNew |
$183K - $221K
|
2.45K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
129KNew |
$9.65M - $11.7M
|
129K
$17.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21- 0.6% |
$1.57K - $1.9K
|
3.47K
$469K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$22.4K - $27.1K
|
300
$40.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
107New |
$8K - $9.68K
|
107
$14.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.17K- 24.92% |
$87.2K - $105K
|
3.51K
$474K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
24.3KNew |
$1.82M - $2.2M
|
24.3K
$3.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-905- 59.23% |
$67.7K - $81.9K
|
623
$84.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.44KClosed |
$270K - $287K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.11% |
$785 - $833
|
8.72K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.15K- 43.48% |
$90.6K - $96.1K
|
1.5K
$203K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$3.64K - $3.98K
|
50
$6.75K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
379New |
$27.6K - $30.1K
|
379
$51.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.77KNew |
$347K - $380K
|
4.77K
$644K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-643- 11.71% |
$46.7K - $51.1K
|
4.85K
$655K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$72.7 - $79.5
|
1
$135
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4.9KNew |
$357K - $390K
|
4.9K
$662K
|
|