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 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.15K- 43.48% |
$90.6K - $96.1K
|
1.5K
$198K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$3.64K - $3.98K
|
50
$6.58K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
379New |
$27.6K - $30.1K
|
379
$49.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.77KNew |
$347K - $380K
|
4.77K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-643- 11.71% |
$46.7K - $51.1K
|
4.85K
$639K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$72.7 - $79.5
|
1
$132
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.43K+ 83.39% |
$176K - $193K
|
5.33K
$702K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4.9KNew |
$357K - $390K
|
4.9K
$646K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
41.9KNew |
$3.05M - $3.33M
|
41.9K
$5.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 1.52% |
$2.98K - $3.26K
|
2.73K
$359K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
37.8KNew |
$2.75M - $3M
|
37.8K
$4.97M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
17.2K+ 169.72% |
$1.25M - $1.37M
|
27.4K
$3.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-213- 30.43% |
$15.5K - $16.9K
|
487
$64.1K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-6.74K- 53.59% |
$480K - $539K
|
5.83K
$768K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-327- 5.52% |
$23.3K - $26.2K
|
5.6K
$737K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.54K- 20.79% |
$109K - $123K
|
5.85K
$770K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
664+ 22.13% |
$47.3K - $53.1K
|
3.66K
$482K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.75% |
$72.1 - $80.8
|
58
$7.64K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-155- 4.43% |
$11.2K - $12.5K
|
3.35K
$441K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.55K+ 8.52% |
$112K - $125K
|
19.7K
$2.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.8KNew |
$202K - $226K
|
2.8K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12KNew |
$863K - $966K
|
12K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$18K - $20.2K
|
250
$32.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$3.1K - $3.47K
|
86
$11.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
217New |
$15.7K - $17.5K
|
217
$28.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.77KNew |
$199K - $223K
|
2.77K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
445New |
$32.1K - $36K
|
445
$58.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.81KNew |
$203K - $227K
|
2.81K
$370K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
295New |
$21.3K - $23.8K
|
295
$38.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85New |
$6.13K - $6.87K
|
85
$11.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.04K- 91.25% |
$75.2K - $84.3K
|
100
$13.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.38K+ 14.84% |
$244K - $273K
|
26.1K
$3.44M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$3.61K - $4.04K
|
50
$6.58K
|
|
| Q3 2022 | |||||||
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
57.4KNew |
$3.94M - $4.79M
|
57.4K
$7.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-11Closed |
$755 - $918
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.6K+ 86.32% |
$731K - $888K
|
23K
$3.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-387- 7.46% |
$26.6K - $32.3K
|
4.8K
$632K
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
BUY
|
- |
3.09KNew |
$212K - $257K
|
3.09K
$406K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$6.87K - $8.34K
|
100
$13.2K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
112New |
$7.69K - $9.34K
|
112
$14.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
115+ 44.57% |
$8.07K - $10.3K
|
373
$49.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.96KClosed |
$208K - $264K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.6KClosed |
$323K - $410K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.41KClosed |
$239K - $304K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
145New |
$10.2K - $12.9K
|
145
$19.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.1KClosed |
$358K - $454K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-486- 13.96% |
$34.1K - $43.3K
|
3K
$394K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.62KNew |
$114K - $144K
|
1.62K
$213K
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-29.7K- 70.58% |
$2.35M - $2.73M
|
12.4K
$1.63M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-279Closed |
$22.1K - $25.6K
|
0
$0
|
|