Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XMMO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMMO) 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 |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5.06KClosed |
$390K - $445K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-6.83KClosed |
$528K - $602K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-21Closed |
$1.62K - $1.85K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-2.8KClosed |
$216K - $246K
|
0
$0
|
|
Q4 2020 | |||||||
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140Closed |
$9.41K - $11.1K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 2.44% |
$67.2 - $79.5
|
42
$5.45K
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-135Closed |
$9.08K - $10.7K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.24K- 29.56% |
$57.1K - $77.1K
|
2.96K
$385K
|
|
Aug 13, 2020
Q2 2020
|
Archer Investment Corp
|
SELL
|
- |
-241- 47.63% |
$11.1K - $14.9K
|
265
$34.4K
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.11KClosed |
$97K - $131K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-83.6KClosed |
$3.84M - $5.18M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Empowered Funds, LLC
|
SELL
|
- |
-52.2KClosed |
$2.4M - $3.23M
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.53KClosed |
$227K - $361K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-1.5KClosed |
$61.6K - $97.8K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-854Closed |
$35.1K - $55.7K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.35KClosed |
$179K - $284K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.51KClosed |
$350K - $555K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.96KNew |
$286K - $454K
|
6.96K
$903K
|
|
May 06, 2020
Q1 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-187KClosed |
$7.67M - $12.2M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-632Closed |
$26K - $41.2K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-13KClosed |
$536K - $850K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-15.8KClosed |
$647K - $1.03M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.84KClosed |
$390K - $419K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Tlwm
San Antonio, TX |
SELL
|
- |
-200Closed |
$11.4K - $12.3K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.34KClosed |
$246K - $261K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-120Closed |
$6.81K - $7.23K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-319Closed |
$18.1K - $19.2K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 20, 2019
Q2 2019
|
Ellevest, Inc.
|
SELL
|
- |
-2.27KClosed |
$124K - $137K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.6KClosed |
$197K - $217K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-24KClosed |
$1.31M - $1.44M
|
0
$0
|
|
Q1 2019 | |||||||
May 03, 2019
Q1 2019
|
Stephens Inc
|
SELL
|
- |
-15.3KClosed |
$667K - $875K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.04KClosed |
$307K - $403K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.13KClosed |
$55.1K - $62.9K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14.1KNew |
$687K - $784K
|
14.1K
$1.83M
|
|
Oct 31, 2018
Q3 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-27.9KClosed |
$1.36M - $1.55M
|
0
$0
|
|
Oct 24, 2018
Q3 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-57Closed |
$2.78K - $3.17K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$44.4 - $51.6
|
1
$130
|