Iams Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iams Wealth Management, LLC

$249 Billion
Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 26,822 shares of XLG stock, worth $1.57 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

26,822

Previous 20,394 31.52%

Holding current value

$1.57 Million

Previous $1.06 Billion 45.21%

% of portfolio

0.62%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$51.78 - $57.89 $332,841 - $372,116	6,428 Added 31.52%	26,822 $1.54 Billion
Q2 2025 Jul 14, 2025	SELL	$40.94 - $52.1 $159,788 - $203,346	-3,903 Reduced 16.06%	20,394 $1.06 Billion
Q1 2025 Apr 10, 2025	BUY	$45.72 - $51.73 $104,927 - $118,720	2,295 Added 10.43%	24,297 $1.12 Billion
Q4 2024 Jan 23, 2025	BUY	$46.94 - $51.62 $250,331 - $275,289	5,333 Added 31.99%	22,002 $1.1 Billion
Q3 2024 Oct 11, 2024	SELL	$42.54 - $47.97 $271,745 - $306,432	-6,388 Reduced 27.71%	16,669 $792 Million

Q2 2024 Aug 05, 2024	SELL	$39.84 - $46.12 $106,412 - $123,186	-2,671 Reduced 10.38%	23,057 $1.05 Billion
Q1 2024 Apr 18, 2024	BUY	$37.01 - $42.29 $952,193 - $1.09 Million	25,728 New	25,728 $1.06 Billion
Q1 2023 Oct 30, 2023	BUY	$271.59 - $310.52 $549,154 - $627,871	2,022 New	2,022 $619 Million

Others Institutions Holding XLG

# of Institutions

614

Shares Held

102M

Call Options Held

59.1K

Put Options Held

4.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History