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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-601- 25.98% |
$66.2K - $72.7K
|
1.71K
$222K
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
2.38KNew |
$262K - $287K
|
2.38K
$308K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
55.1KNew |
$6.07M - $6.66M
|
55.1K
$7.13M
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.96KNew |
$326K - $357K
|
2.96K
$383K
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-396- 1.86% |
$43.6K - $47.9K
|
20.9K
$2.71M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
299+ 1.38% |
$33K - $36.1K
|
22K
$2.84M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.3K- 2.62% |
$1.13M - $1.24M
|
382K
$49.4M
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.79K+ 6.48% |
$308K - $338K
|
45.9K
$5.94M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
27.2K+ 27.11% |
$3M - $3.29M
|
127K
$16.5M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
21.4K+ 218.58% |
$2.36M - $2.59M
|
31.3K
$4.05M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.17K+ 23.15% |
$349K - $383K
|
16.9K
$2.18M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65New |
$7.16K - $7.86K
|
65
$8.42K
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
3.77KNew |
$416K - $456K
|
3.77K
$489K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 84.88% |
$276K - $303K
|
5.45K
$706K
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 8.91% |
$261K - $286K
|
29K
$3.75M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-47.5K- 21.99% |
$5.23M - $5.74M
|
168K
$21.8M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.94K- 63.49% |
$544K - $597K
|
2.84K
$368K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.09K+ 3.58% |
$561K - $615K
|
147K
$19.1M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 9.15% |
$1.43M - $1.57M
|
155K
$20M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.5K+ 3.91% |
$1.27M - $1.39M
|
306K
$39.6M
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
45+ 1.04% |
$4.96K - $5.44K
|
4.38K
$568K
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.06KNew |
$227K - $249K
|
2.06K
$267K
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-766- 4.12% |
$84.4K - $92.6K
|
17.8K
$2.31M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.44K+ 15.28% |
$269K - $295K
|
18.4K
$2.38M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.78K+ 54.26% |
$526K - $577K
|
13.6K
$1.76M
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.6KNew |
$397K - $435K
|
3.6K
$466K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.63KNew |
$401K - $439K
|
3.63K
$471K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
453+ 281.37% |
$49.9K - $54.8K
|
614
$79.5K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.7KNew |
$187K - $205K
|
1.7K
$220K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.86K- 19.09% |
$426K - $467K
|
16.4K
$2.12M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
654+ 24.74% |
$72.1K - $79.1K
|
3.3K
$427K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-18- 0.18% |
$1.98K - $2.18K
|
9.74K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
401+ 3.08% |
$44.2K - $48.5K
|
13.4K
$1.74M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
210+ 83.67% |
$23.1K - $25.4K
|
461
$59.7K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
43+ 1.33% |
$4.74K - $5.2K
|
3.27K
$423K
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.68KNew |
$185K - $203K
|
1.68K
$217K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-44- 1.96% |
$4.85K - $5.32K
|
2.2K
$285K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-50- 1.56% |
$5.51K - $6.04K
|
3.15K
$408K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
262+ 5.5% |
$28.9K - $31.7K
|
5.03K
$652K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-77- 0.21% |
$8.49K - $9.31K
|
37.2K
$4.81M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.41% |
$5.07K - $5.56K
|
11.2K
$1.45M
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.81K+ 1.52% |
$420K - $461K
|
254K
$32.9M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
68New |
$7.49K - $8.22K
|
68
$8.81K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.66K- 3.46% |
$183K - $200K
|
46.2K
$5.99M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.11K+ 218.26% |
$563K - $617K
|
7.44K
$964K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.4K- 79.24% |
$705K - $774K
|
1.68K
$217K
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
625+ 24.49% |
$68.9K - $75.6K
|
3.18K
$412K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.66KNew |
$183K - $201K
|
1.66K
$216K
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-260- 2.84% |
$28.7K - $31.4K
|
8.91K
$1.15M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 28.57% |
$1.1K - $1.21K
|
45
$5.83K
|