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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$239 - $273
|
3.6K
$467K
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-466- 15.76% |
$55.7K - $63.5K
|
2.49K
$323K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
365+ 4.43% |
$43.7K - $49.7K
|
8.6K
$1.12M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.78K- 8.6% |
$452K - $515K
|
40.2K
$5.21M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 3.17% |
$12K - $13.6K
|
3.25K
$422K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$1.33M - $1.52M
|
11.2K
$1.45M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.97KNew |
$236K - $269K
|
1.97K
$256K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
11.4KNew |
$1.36M - $1.55M
|
11.4K
$1.47M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24K+ 582.68% |
$2.87M - $3.26M
|
28.1K
$3.64M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.35K+ 18.1% |
$161K - $184K
|
8.79K
$1.14M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-317- 0.85% |
$37.9K - $43.2K
|
36.8K
$4.78M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.24KNew |
$387K - $441K
|
3.24K
$420K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.1K+ 7.82% |
$132K - $150K
|
15.2K
$1.97M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.19K+ 7.03% |
$142K - $162K
|
18K
$2.34M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.74KNew |
$328K - $374K
|
2.74K
$356K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
479+ 21.14% |
$57.3K - $65.3K
|
2.75K
$356K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
450+ 0.12% |
$53.8K - $61.3K
|
382K
$49.6M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38New |
$4.55K - $5.18K
|
38
$4.93K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.26K- 26.45% |
$389K - $444K
|
9.05K
$1.17M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$1.47M - $1.68M
|
12.3K
$1.6M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.77KNew |
$211K - $241K
|
1.77K
$229K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.26KNew |
$390K - $444K
|
3.26K
$423K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$2.03K - $2.32K
|
17
$2.21K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58.3K+ 4307.68% |
$6.43M - $7.05M
|
59.7K
$7.75M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48.5K+ 910.03% |
$5.34M - $5.86M
|
53.8K
$6.98M
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
84+ 1.08% |
$9.26K - $10.2K
|
7.84K
$1.02M
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.92K- 29.6% |
$653K - $716K
|
14.1K
$1.83M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.2K+ 24.27% |
$3.55M - $3.89M
|
165K
$21.4M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
26+ 11.35% |
$2.87K - $3.14K
|
255
$33.1K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9- 0.32% |
$992 - $1.09K
|
2.82K
$366K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.21K+ 56.23% |
$133K - $146K
|
3.36K
$436K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50New |
$5.51K - $6.04K
|
50
$6.49K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.8K- 10.42% |
$5.16M - $5.66M
|
403K
$52.2M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.47K+ 17.24% |
$713K - $782K
|
44K
$5.71M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-25.8K- 93.14% |
$2.84M - $3.12M
|
1.9K
$247K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.53K+ 31.7% |
$169K - $185K
|
6.35K
$824K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.16K- 11.85% |
$790K - $866K
|
53.3K
$6.92M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.52K+ 20.21% |
$939K - $1.03M
|
50.7K
$6.58M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
392+ 3.86% |
$43.2K - $47.4K
|
10.6K
$1.37M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.18K+ 111.07% |
$240K - $263K
|
4.14K
$537K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.51K+ 115.38% |
$718K - $787K
|
12.2K
$1.58M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
36.5K+ 26.79% |
$4.02M - $4.41M
|
173K
$22.4M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.5K- 20.05% |
$386K - $423K
|
13.9K
$1.81M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.83KNew |
$312K - $342K
|
2.83K
$368K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-345- 8.26% |
$38K - $41.7K
|
3.83K
$497K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58.6K- 20.7% |
$6.46M - $7.09M
|
225K
$29.2M
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 32.61% |
$165K - $181K
|
6.1K
$792K
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
28.2KNew |
$3.11M - $3.41M
|
28.2K
$3.66M
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
10KNew |
$1.11M - $1.21M
|
10K
$1.3M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14.4K- 90.39% |
$1.58M - $1.73M
|
1.53K
$198K
|