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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.33K+ 318.38% |
$126K - $138K
|
1.75K
$178K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.09K- 10.49% |
$291K - $319K
|
26.3K
$2.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.92K+ 29.33% |
$181K - $198K
|
8.46K
$857K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.95KNew |
$373K - $408K
|
3.95K
$400K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.85K+ 17.23% |
$363K - $398K
|
26.2K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
998+ 26.32% |
$94.1K - $103K
|
4.79K
$485K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-604- 4.63% |
$57K - $62.4K
|
12.4K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-11.7K- 6.72% |
$1.1M - $1.21M
|
162K
$16.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
$343K - $376K
|
3.64K
$368K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27K+ 22.19% |
$214K - $234K
|
12.5K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
100New |
$9.43K - $10.3K
|
100
$10.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.79KNew |
$264K - $289K
|
2.79K
$283K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-306- 4.14% |
$28.9K - $31.6K
|
7.08K
$717K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9.9KNew |
$934K - $1.02M
|
9.9K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
106K+ 28.25% |
$9.97M - $10.9M
|
480K
$48.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.22K+ 12.54% |
$493K - $539K
|
46.9K
$4.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.62K+ 40.58% |
$341K - $373K
|
12.5K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.85K+ 5.03% |
$174K - $191K
|
38.6K
$3.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.9K+ 6.48% |
$462K - $506K
|
80.5K
$8.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-168- 2.56% |
$15.8K - $17.3K
|
6.39K
$647K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
210New |
$19.8K - $21.7K
|
210
$21.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.88K- 29.36% |
$461K - $504K
|
11.8K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$11.3K - $12.4K
|
120
$12.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
211+ 109.9% |
$19.9K - $21.8K
|
403
$40.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.21K- 81.31% |
$114K - $124K
|
277
$28.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-35.2K- 37.6% |
$3.31M - $3.63M
|
58.3K
$5.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
481+ 20.22% |
$45.4K - $49.7K
|
2.86K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.49K- 35.67% |
$235K - $257K
|
4.49K
$454K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.78KNew |
$356K - $390K
|
3.78K
$383K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.74KNew |
$352K - $386K
|
3.74K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.57K+ 23.45% |
$902K - $988K
|
50.4K
$5.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
667+ 23.74% |
$62.9K - $68.9K
|
3.48K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.56KNew |
$241K - $264K
|
2.56K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 1.59% |
$1.65M - $1.81M
|
1.12M
$113M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30+ 2.39% |
$2.83K - $3.1K
|
1.29K
$130K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
114K+ 22.54% |
$10.8M - $11.8M
|
621K
$62.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6K+ 23.74% |
$4.77M - $5.22M
|
264K
$26.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
45New |
$4.24K - $4.65K
|
45
$4.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.72K+ 1.74% |
$162K - $178K
|
100K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
306New |
$28.9K - $31.6K
|
306
$31K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.25K+ 3.39% |
$118K - $129K
|
38.1K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.86K- 12.39% |
$175K - $192K
|
13.1K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
27.1KNew |
$2.55M - $2.8M
|
27.1K
$2.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76+ 0.42% |
$7.17K - $7.85K
|
18K
$1.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.8K+ 25.13% |
$1.21M - $1.32M
|
63.9K
$6.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.85K- 90.66% |
$174K - $191K
|
190
$19.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-576- 94.74% |
$54.3K - $59.5K
|
32
$3.24K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16.1KNew |
$1.52M - $1.67M
|
16.1K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.72K+ 522.47% |
$351K - $384K
|
4.43K
$449K
|