Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XMHQ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMHQ) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.83KNew |
$158K - $201K
|
1.83K
$179K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.73K+ 11.43% |
$149K - $190K
|
16.8K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
811+ 12.49% |
$70.1K - $89.3K
|
7.3K
$716K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
469New |
$40.6K - $51.6K
|
469
$46K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
442+ 1.29% |
$38.2K - $48.6K
|
34.8K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
263New |
$22.7K - $28.9K
|
263
$25.8K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
199New |
$17.2K - $21.9K
|
199
$19.5K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
187New |
$16.2K - $20.6K
|
187
$18.3K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
180New |
$15.6K - $19.8K
|
180
$17.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
115New |
$9.94K - $12.7K
|
115
$11.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$7.52K - $9.57K
|
87
$8.53K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71New |
$6.14K - $7.81K
|
71
$6.96K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
59New |
$5.1K - $6.49K
|
59
$5.78K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
241KNew |
$18.3M - $21.7M
|
241K
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.4KNew |
$2.15M - $2.55M
|
28.4K
$2.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
7.4KNew |
$560K - $664K
|
7.4K
$725K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.71KNew |
$432K - $512K
|
5.71K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.2KNew |
$394K - $467K
|
5.2K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.51KNew |
$341K - $404K
|
4.51K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.18KNew |
$316K - $375K
|
4.18K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.74KNew |
$207K - $245K
|
2.74K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
171New |
$12.9K - $15.3K
|
171
$16.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
136New |
$10.3K - $12.2K
|
136
$13.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61New |
$4.62K - $5.47K
|
61
$5.98K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
47+ 6.24% |
$3.56K - $4.22K
|
800
$78.4K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
38New |
$2.88K - $3.41K
|
38
$3.72K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
15New |
$1.14K - $1.35K
|
15
$1.47K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
20.6KNew |
$1.62M - $1.75M
|
20.6K
$2.02M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
7.78KNew |
$614K - $662K
|
7.78K
$762K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.93KNew |
$468K - $504K
|
5.93K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
840New |
$66.3K - $71.5K
|
840
$82.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
540New |
$42.6K - $45.9K
|
540
$52.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.24KNew |
$518K - $584K
|
7.24K
$709K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.48KNew |
$392K - $442K
|
5.48K
$537K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.23KNew |
$374K - $422K
|
5.23K
$512K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.54KNew |
$182K - $205K
|
2.54K
$249K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
314+ 4.59% |
$22.5K - $25.3K
|
7.15K
$701K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
119New |
$8.52K - $9.6K
|
119
$11.7K
|
|
| Q1 2023 | |||||||
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.61KNew |
$247K - $278K
|
3.61K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
357New |
$24.4K - $27.5K
|
357
$35K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.41KNew |
$412K - $477K
|
6.41K
$628K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.73KNew |
$240K - $278K
|
3.73K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
200New |
$12.9K - $14.9K
|
200
$19.6K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.33KNew |
$578K - $707K
|
9.33K
$914K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19.6KNew |
$1.39M - $1.6M
|
19.6K
$1.92M
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4+ 100.0% |
$303 - $335
|
8
$784
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$46 - $49.7
|
1
$98
|
|