Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMHQ) 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 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-207- 11.81% |
$20.4K - $22.6K
|
1.55K
$141K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
192+ 0.46% |
$18.9K - $21K
|
42.3K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.38KNew |
$431K - $479K
|
4.38K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-19.3K- 23.8% |
$1.9M - $2.11M
|
61.7K
$5.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.32KNew |
$130K - $144K
|
1.32K
$121K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.5K+ 61.08% |
$1.53M - $1.7M
|
40.9K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-914- 1.67% |
$90K - $99.9K
|
53.7K
$4.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8.21K- 62.58% |
$809K - $898K
|
4.91K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-577- 2.19% |
$56.8K - $63.1K
|
25.8K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
942+ 1.26% |
$92.8K - $103K
|
75.9K
$6.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-12- 0.18% |
$1.18K - $1.31K
|
6.69K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
80+ 2.8% |
$7.88K - $8.75K
|
2.94K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.3K- 50.0% |
$226K - $252K
|
2.3K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
10.1KNew |
$999K - $1.11M
|
10.1K
$929K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
941KNew |
$92.6M - $103M
|
941K
$86.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.26K- 5.57% |
$124K - $137K
|
21.3K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
92New |
$9.06K - $10.1K
|
92
$8.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
345+ 26.1% |
$34K - $37.7K
|
1.67K
$153K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.14K+ 6.35% |
$112K - $125K
|
19.1K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.55KNew |
$349K - $388K
|
3.55K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
736+ 3.77% |
$72.5K - $80.5K
|
20.3K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.45K- 7.37% |
$340K - $378K
|
43.4K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 3.58% |
$1.87K - $2.08K
|
549
$50.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37New |
$3.64K - $4.05K
|
37
$3.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
172K+ 80.29% |
$17M - $18.8M
|
387K
$35.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.06K+ 10.29% |
$202K - $225K
|
22K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
76+ 6.09% |
$7.48K - $8.31K
|
1.32K
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.01K+ 90.55% |
$395K - $439K
|
8.45K
$773K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
285+ 7.54% |
$28.1K - $31.2K
|
4.06K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.74K+ 3.2% |
$171K - $190K
|
56.2K
$5.14M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
83.2K+ 1344.83% |
$8.19M - $9.1M
|
89.4K
$8.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.35K+ 42.48% |
$133K - $148K
|
4.54K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-106- 1.66% |
$10.4K - $11.6K
|
6.28K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.8K+ 9.37% |
$473K - $525K
|
56K
$5.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
633+ 7.57% |
$62.3K - $69.2K
|
8.99K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.87KNew |
$381K - $423K
|
3.87K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
299+ 14.37% |
$29.4K - $32.7K
|
2.38K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
75KNew |
$7.38M - $8.2M
|
75K
$6.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.82K+ 3.64% |
$179K - $199K
|
51.8K
$4.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
627+ 11.07% |
$61.7K - $68.6K
|
6.29K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-3.51K- 14.33% |
$346K - $384K
|
21K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.57K- 18.79% |
$154K - $171K
|
6.78K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.74KNew |
$565K - $628K
|
5.74K
$526K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 20.35% |
$2.65M - $2.94M
|
159K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.03KNew |
$397K - $441K
|
4.03K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.7K- 23.37% |
$168K - $186K
|
5.59K
$511K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
487+ 1.64% |
$48K - $53.3K
|
30.2K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.03K+ 34.76% |
$200K - $222K
|
7.87K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.79K+ 17.83% |
$373K - $414K
|
25K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.98K+ 11.28% |
$293K - $326K
|
29.4K
$2.69M
|