Purchases and Sales Made in Q3 2024 in Invesco ETF Tr Ii S&P Global W (CGW)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Global W (CGW) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P GLOBAL W.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
33.7K+ 6.26% |
$1.84M - $2.06M
|
572K
$33.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.65K+ 3.03% |
$145K - $162K
|
90.2K
$5.25M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.11K+ 1.9% |
$60.7K - $67.9K
|
59.3K
$3.45M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
521+ 8.01% |
$28.5K - $31.9K
|
7.03K
$409K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
300+ 1.08% |
$16.4K - $18.4K
|
28.1K
$1.63M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
201New |
$11K - $12.3K
|
201
$11.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
170+ 0.77% |
$9.31K - $10.4K
|
22.2K
$1.29M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
116+ 16.55% |
$6.35K - $7.1K
|
817
$47.5K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 3.33% |
$5.48K - $6.12K
|
3.1K
$180K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
73+ 0.27% |
$4K - $4.47K
|
27.4K
$1.6M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
72+ 16.94% |
$3.94K - $4.41K
|
497
$28.9K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 10.91% |
$329 - $367
|
61
$3.55K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-77- 2.03% |
$4.22K - $4.71K
|
3.73K
$217K
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-135- 1.97% |
$7.39K - $8.26K
|
6.73K
$392K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-181- 4.08% |
$9.91K - $11.1K
|
4.25K
$248K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-267- 1.99% |
$14.6K - $16.3K
|
13.2K
$765K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-287- 3.19% |
$15.7K - $17.6K
|
8.7K
$506K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-332- 0.77% |
$18.2K - $20.3K
|
43K
$2.5M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-381- 1.66% |
$20.9K - $23.3K
|
22.5K
$1.31M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-382- 1.0% |
$20.9K - $23.4K
|
37.9K
$2.21M
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-384- 8.5% |
$21K - $23.5K
|
4.13K
$241K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-400- 45.15% |
$21.9K - $24.5K
|
486
$28.3K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-450- 11.39% |
$24.6K - $27.5K
|
3.5K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 27.46% |
$27.4K - $30.6K
|
1.32K
$76.9K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-502- 9.69% |
$27.5K - $30.7K
|
4.68K
$272K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-566- 18.62% |
$31K - $34.6K
|
2.47K
$144K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.02K- 5.77% |
$55.6K - $62.2K
|
16.6K
$966K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.75K- 2.59% |
$95.5K - $107K
|
65.6K
$3.82M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.66K- 16.34% |
$145K - $163K
|
13.6K
$792K
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.85K- 3.0% |
$156K - $174K
|
91.9K
$5.35M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.26K- 2.85% |
$178K - $199K
|
111K
$6.45M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.65K- 44.55% |
$255K - $285K
|
5.79K
$337K
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.76K- 1.04% |
$260K - $291K
|
451K
$26.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.32K- 5.06% |
$291K - $326K
|
99.9K
$5.82M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.6K- 42.3% |
$361K - $404K
|
9K
$524K
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.71K- 6.52% |
$367K - $411K
|
96.2K
$5.6M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-12.1K- 16.05% |
$663K - $741K
|
63.3K
$3.68M
|