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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-124- 1.84% |
$6.37K - $7.75K
|
6.61K
$423K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.81K- 51.64% |
$251K - $272K
|
4.5K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
610+ 29.02% |
$31.8K - $34.6K
|
2.71K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16K+ 304.17% |
$836K - $909K
|
21.3K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-3.73K- 32.19% |
$194K - $211K
|
7.86K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.5K+ 273.67% |
$754K - $819K
|
19.7K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.3K- 5.46% |
$67.7K - $73.5K
|
22.5K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5KNew |
$261K - $283K
|
5K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.66KNew |
$86.5K - $94K
|
1.66K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
132New |
$6.89K - $7.48K
|
132
$8.43K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
55New |
$2.87K - $3.12K
|
55
$3.51K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.54KNew |
$289K - $314K
|
5.54K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
25New |
$1.3K - $1.42K
|
25
$1.6K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.84KNew |
$252K - $274K
|
4.84K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.97K- 6.96% |
$259K - $282K
|
66.5K
$4.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
402New |
$21K - $22.8K
|
402
$25.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$214K - $233K
|
4.11K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.59K- 39.22% |
$135K - $147K
|
4.01K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
531New |
$27.7K - $30.1K
|
531
$33.9K
|
|
| Q4 2024 | |||||||
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.07KNew |
$58K - $65.2K
|
1.07K
$68.4K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-800- 12.65% |
$43.4K - $48.7K
|
5.53K
$353K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.01KNew |
$54.7K - $61.5K
|
1.01K
$64.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
288New |
$15.6K - $17.5K
|
288
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-500- 50.0% |
$27.1K - $30.5K
|
500
$31.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
218+ 177.24% |
$11.8K - $13.3K
|
341
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
113+ 2.25% |
$6.12K - $6.88K
|
5.14K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21+ 0.11% |
$1.14K - $1.28K
|
19.4K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1K- 21.62% |
$54.2K - $60.9K
|
3.63K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.45KNew |
$78.8K - $88.6K
|
1.45K
$92.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
61.7KNew |
$3.34M - $3.76M
|
61.7K
$3.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.64K- 13.29% |
$89.1K - $100K
|
10.7K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$976 - $1.1K
|
18
$1.15K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$21.7K - $24.4K
|
400
$25.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
170New |
$9.21K - $10.4K
|
170
$10.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
241New |
$13.1K - $14.7K
|
241
$15.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-210- 6.56% |
$11.4K - $12.8K
|
2.99K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
210+ 107.14% |
$11.4K - $12.8K
|
406
$25.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
58.5KNew |
$3.17M - $3.56M
|
58.5K
$3.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.59KNew |
$303K - $341K
|
5.59K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100New |
$5.42K - $6.09K
|
100
$6.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-563- 44.86% |
$30.5K - $34.3K
|
692
$44.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 1900.0% |
$82.4K - $92.6K
|
1.6K
$102K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
21+ 2.24% |
$1.14K - $1.28K
|
958
$61.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.45% |
$1.36K - $1.52K
|
5.62K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
167+ 315.09% |
$9.05K - $10.2K
|
220
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 3.74% |
$87K - $97.8K
|
44.6K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-70- 0.25% |
$3.79K - $4.26K
|
28K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
264+ 6.39% |
$14.3K - $16.1K
|
4.4K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$27.1K - $30.5K
|
500
$31.9K
|
|
|
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
$115K
|
|