Latest Institutional Purchases of Invesco ETF Tr Ii S&P Global W (CGW)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Global W (CGW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
3.8KNew |
$192K - $211K
|
3.8K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.7KNew |
$187K - $206K
|
3.7K
$236K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.66K+ 67.48% |
$134K - $148K
|
6.6K
$421K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.22K+ 70.68% |
$61.4K - $67.6K
|
2.93K
$187K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
261New |
$13.2K - $14.5K
|
261
$16.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
36New |
$1.82K - $2K
|
36
$2.3K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35.3KNew |
$1.57M - $1.89M
|
35.3K
$2.26M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5.39KNew |
$240K - $288K
|
5.39K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.1KNew |
$227K - $273K
|
5.1K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.23KNew |
$188K - $226K
|
4.23K
$271K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4KNew |
$178K - $214K
|
4K
$256K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.25KNew |
$144K - $174K
|
3.25K
$208K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.94K+ 3.03% |
$86.3K - $104K
|
66.1K
$4.23M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1KNew |
$44.5K - $53.5K
|
1K
$63.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$44.5K - $53.5K
|
1K
$63.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
800New |
$35.6K - $42.8K
|
800
$51.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
356New |
$15.8K - $19K
|
356
$22.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
220New |
$9.78K - $11.8K
|
220
$14.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
200New |
$8.89K - $10.7K
|
200
$12.8K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
150New |
$6.67K - $8.02K
|
150
$9.58K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
140New |
$6.22K - $7.48K
|
140
$8.94K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
82New |
$3.65K - $4.38K
|
82
$5.24K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 1.56% |
$133 - $160
|
195
$12.5K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27KNew |
$1.25M - $1.43M
|
27K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.17KNew |
$286K - $328K
|
6.17K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.5KNew |
$69.4K - $79.6K
|
1.5K
$95.8K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.48KNew |
$68.3K - $78.3K
|
1.48K
$94.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
534New |
$24.7K - $28.3K
|
534
$34.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
500New |
$23.1K - $26.5K
|
500
$31.9K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
250New |
$11.6K - $13.3K
|
250
$16K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
191New |
$8.84K - $10.1K
|
191
$12.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23+ 0.28% |
$1.06K - $1.22K
|
8.21K
$525K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$555 - $637
|
12
$767
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
54.4KNew |
$2.63M - $2.83M
|
54.4K
$3.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.06KNew |
$244K - $263K
|
5.06K
$323K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.14KNew |
$200K - $215K
|
4.14K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
861+ 4.54% |
$41.6K - $44.7K
|
19.8K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
100New |
$4.83K - $5.19K
|
100
$6.39K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$4.83K - $5.19K
|
100
$6.39K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$2.41K - $2.6K
|
50
$3.19K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.24KNew |
$199K - $218K
|
4.24K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.05KNew |
$190K - $208K
|
4.05K
$259K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.77KNew |
$82.7K - $90.9K
|
1.77K
$113K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.27KNew |
$59.3K - $65.1K
|
1.27K
$80.9K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
550New |
$25.8K - $28.3K
|
550
$35.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
535+ 201.89% |
$25K - $27.5K
|
800
$51.1K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
500New |
$23.4K - $25.7K
|
500
$31.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
266New |
$12.5K - $13.7K
|
266
$17K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
32+ 0.36% |
$1.5K - $1.65K
|
8.96K
$573K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30New |
$1.4K - $1.54K
|
30
$1.92K
|
|