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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.5KNew |
$1.07M - $1.19M
|
19.5K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.33KNew |
$237K - $265K
|
4.33K
$235K
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
128+ 1.24% |
$7.01K - $7.83K
|
10.4K
$565K
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
889+ 1.54% |
$48.7K - $54.4K
|
58.7K
$3.19M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.96K+ 3.77% |
$217K - $242K
|
109K
$5.92M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.51KNew |
$192K - $215K
|
3.51K
$191K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-488- 11.05% |
$26.7K - $29.9K
|
3.93K
$213K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
411+ 6.11% |
$22.5K - $25.2K
|
7.14K
$388K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-205- 4.72% |
$11.2K - $12.5K
|
4.14K
$225K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 9.16% |
$60.2K - $67.3K
|
13.1K
$712K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-215- 0.63% |
$11.8K - $13.2K
|
33.9K
$1.84M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-370- 4.11% |
$20.3K - $22.6K
|
8.63K
$468K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.96KNew |
$217K - $242K
|
3.96K
$215K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.74K- 9.28% |
$314K - $351K
|
56.1K
$3.05M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.14K+ 6.16% |
$172K - $192K
|
54K
$2.93M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.96KNew |
$217K - $242K
|
3.96K
$215K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-49- 1.22% |
$2.68K - $3K
|
3.97K
$215K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100+ 0.9% |
$5.48K - $6.12K
|
11.3K
$611K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.64K+ 130.67% |
$254K - $284K
|
8.18K
$444K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.51K+ 550.71% |
$466K - $521K
|
10.1K
$546K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20- 0.29% |
$1.1K - $1.22K
|
6.96K
$378K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-175- 6.66% |
$9.58K - $10.7K
|
2.45K
$133K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.81K+ 64.38% |
$154K - $172K
|
7.17K
$389K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
340New |
$18.6K - $20.8K
|
340
$18.5K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.83K- 13.97% |
$100K - $112K
|
11.3K
$612K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05K+ 1.18% |
$57.5K - $64.3K
|
89.8K
$4.88M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$190K - $213K
|
3.48K
$189K
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-8.49KClosed |
$465K - $520K
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.18K+ 12.13% |
$119K - $134K
|
20.2K
$1.1M
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 14.49% |
$54.8K - $61.2K
|
5.9K
$320K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
120New |
$6.57K - $7.34K
|
120
$6.52K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.44K+ 38.63% |
$78.6K - $87.8K
|
5.15K
$280K
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-322- 0.69% |
$17.6K - $19.7K
|
46.6K
$2.53M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.37KNew |
$185K - $206K
|
3.37K
$183K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
5.97K+ 6.75% |
$327K - $366K
|
94.5K
$5.13M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-407- 8.14% |
$22.3K - $24.9K
|
4.59K
$249K
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.17K- 11.12% |
$63.8K - $71.3K
|
9.31K
$505K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-426- 4.46% |
$23.3K - $26.1K
|
9.13K
$496K
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
33.7K+ 6.26% |
$1.84M - $2.06M
|
572K
$31M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.26K- 2.85% |
$178K - $199K
|
111K
$6.02M
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-135- 1.97% |
$7.39K - $8.26K
|
6.73K
$365K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
73+ 0.27% |
$4K - $4.47K
|
27.4K
$1.49M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 3.33% |
$5.48K - $6.12K
|
3.1K
$168K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-332- 0.77% |
$18.2K - $20.3K
|
43K
$2.33M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
116+ 16.55% |
$6.35K - $7.1K
|
817
$44.4K
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.76K- 1.04% |
$260K - $291K
|
451K
$24.5M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
300+ 1.08% |
$16.4K - $18.4K
|
28.1K
$1.53M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-502- 9.69% |
$27.5K - $30.7K
|
4.68K
$254K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.65K+ 3.03% |
$145K - $162K
|
90.2K
$4.9M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.11K+ 1.9% |
$60.7K - $67.9K
|
59.3K
$3.22M
|