Latest Institutional Transactions on Invesco ETF Tr Ii S&P Global W (CGW)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Global W (CGW) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
5.12K+ 5.42% |
$277K - $312K
|
99.6K
$5.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 1900.0% |
$82.4K - $92.6K
|
1.6K
$88.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$968K - $1.09M
|
17.9K
$984K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
21+ 2.24% |
$1.14K - $1.28K
|
958
$52.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-157- 3.42% |
$8.51K - $9.56K
|
4.43K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$54.2 - $60.9
|
4.26K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.51K- 13.39% |
$81.8K - $91.9K
|
9.76K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
106+ 1.48% |
$5.75K - $6.46K
|
7.26K
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-36- 1.16% |
$1.95K - $2.19K
|
3.07K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
167+ 315.09% |
$9.05K - $10.2K
|
220
$12.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.45% |
$1.36K - $1.52K
|
5.62K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-286- 0.82% |
$15.5K - $17.4K
|
34.8K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-34.5K- 7.66% |
$1.87M - $2.1M
|
416K
$22.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 3.74% |
$87K - $97.8K
|
44.6K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
268+ 3.11% |
$14.5K - $16.3K
|
8.89K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$15.3K - $17.2K
|
282
$15.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-461- 3.51% |
$25K - $28.1K
|
12.7K
$699K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
264+ 6.39% |
$14.3K - $16.1K
|
4.4K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
473+ 0.72% |
$25.6K - $28.8K
|
66.1K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-70- 0.25% |
$3.79K - $4.26K
|
28K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
400+ 82.3% |
$21.7K - $24.4K
|
886
$48.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-392- 10.77% |
$21.2K - $23.9K
|
3.25K
$179K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.59K- 28.81% |
$141K - $158K
|
6.41K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
105+ 2.82% |
$5.69K - $6.4K
|
3.83K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-2.23K- 5.88% |
$121K - $136K
|
35.7K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$27.1K - $30.5K
|
500
$27.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
751+ 8.64% |
$40.7K - $45.8K
|
9.45K
$520K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.85K- 13.99% |
$480K - $539K
|
54.4K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-24.7K- 25.7% |
$1.34M - $1.51M
|
71.5K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-255- 0.28% |
$13.8K - $15.5K
|
91.7K
$5.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
41+ 0.27% |
$2.22K - $2.5K
|
15.2K
$839K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
20New |
$1.08K - $1.22K
|
20
$1.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67+ 0.91% |
$3.63K - $4.08K
|
7.44K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40+ 2.27% |
$2.17K - $2.44K
|
1.8K
$99.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8+ 0.12% |
$434 - $487
|
6.74K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
47+ 0.72% |
$2.55K - $2.86K
|
6.6K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.39K- 39.09% |
$129K - $146K
|
3.72K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-72- 14.49% |
$3.9K - $4.39K
|
425
$23.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-11- 2.26% |
$596 - $670
|
475
$26.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.67K+ 16.09% |
$145K - $163K
|
19.3K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
411New |
$22.3K - $25K
|
411
$22.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
318+ 2.34% |
$17.2K - $19.4K
|
13.9K
$767K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.85K+ 95.14% |
$266K - $297K
|
9.95K
$548K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
550+ 509.26% |
$30.1K - $33.7K
|
658
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.7K- 6.23% |
$3.43M - $3.84M
|
943K
$51.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81+ 0.93% |
$4.43K - $4.96K
|
8.83K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-546- 0.4% |
$29.9K - $33.4K
|
138K
$7.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.27KNew |
$288K - $322K
|
5.27K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
485+ 0.86% |
$26.6K - $29.7K
|
57.2K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.5K- 57.2% |
$905K - $1.01M
|
12.4K
$681K
|
|