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 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
563New |
$67.3K - $76.7K
|
563
$64.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
14.6KNew |
$1.75M - $1.99M
|
14.6K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.2KNew |
$382K - $436K
|
3.2K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.28K- 7.15% |
$393K - $447K
|
42.6K
$4.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.5KNew |
$419K - $477K
|
3.5K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12KNew |
$1.44M - $1.64M
|
12K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
26KNew |
$3.11M - $3.54M
|
26K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19.3K+ 61.63% |
$2.3M - $2.63M
|
50.5K
$5.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-219- 2.46% |
$26.2K - $29.8K
|
8.69K
$999K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
4.42KNew |
$528K - $602K
|
4.42K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.3K+ 35.18% |
$1.94M - $2.22M
|
62.5K
$7.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.72K+ 117.81% |
$565K - $644K
|
8.73K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-114- 0.23% |
$13.6K - $15.5K
|
48.6K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.93K+ 8.89% |
$231K - $263K
|
23.6K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
37.7KNew |
$4.51M - $5.14M
|
37.7K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.6KNew |
$669K - $763K
|
5.6K
$643K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
55.8KNew |
$6.68M - $7.61M
|
55.8K
$6.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48K+ 28.48% |
$5.74M - $6.54M
|
216K
$24.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.52K+ 46.17% |
$301K - $343K
|
7.97K
$916K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.85KNew |
$221K - $252K
|
1.85K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
10.3KNew |
$1.24M - $1.41M
|
10.3K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
454+ 26.75% |
$54.3K - $61.9K
|
2.15K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
245+ 1.5% |
$29.3K - $33.4K
|
16.6K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$1.67K - $1.91K
|
11.2K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.6K+ 479.86% |
$1.38M - $1.58M
|
14K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
167+ 3.8% |
$20K - $22.8K
|
4.56K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.7K+ 12.7% |
$204K - $232K
|
15.1K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
12New |
$1.44K - $1.64K
|
12
$1.38K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.5KNew |
$2.93M - $3.33M
|
24.5K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-594- 0.23% |
$71K - $81K
|
253K
$29.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-302- 7.69% |
$36.1K - $41.2K
|
3.63K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
112+ 6.44% |
$13.4K - $15.3K
|
1.85K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.13K- 16.4% |
$255K - $291K
|
10.9K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-105- 62.5% |
$12.6K - $14.3K
|
63
$7.24K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.9K+ 118.38% |
$467K - $532K
|
7.2K
$828K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
386+ 17.45% |
$46.2K - $52.6K
|
2.6K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
72.6KNew |
$8.69M - $9.9M
|
72.6K
$8.35M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.41KNew |
$1.01M - $1.15M
|
8.41K
$967K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-1.35K- 7.55% |
$161K - $183K
|
16.5K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$120 - $136
|
557
$64K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.16KNew |
$378K - $431K
|
3.16K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$837 - $954
|
6.01K
$691K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.04KNew |
$483K - $550K
|
4.04K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$239 - $273
|
3.6K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
61.8KNew |
$7.4M - $8.43M
|
61.8K
$7.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
365+ 4.43% |
$43.7K - $49.7K
|
8.6K
$989K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.78K- 8.6% |
$452K - $515K
|
40.2K
$4.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-466- 15.76% |
$55.7K - $63.5K
|
2.49K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 3.17% |
$12K - $13.6K
|
3.25K
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$1.33M - $1.52M
|
11.2K
$1.28M
|