Blue Rock Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Blue Rock Wealth Management LLC

  • $161 Billion
  • Q3 2025

A detailed history of Blue Rock Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 9,700 shares of XLG stock, worth $568,905. This represents 0.35% of its overall portfolio holdings.

Number of Shares
9,700
Previous 11,400 14.91%
Holding current value
$568,905
Previous $525 Million 6.35%
% of portfolio
0.35%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$51.78 - $57.89 $88,026 - $98,413
-1,700 Reduced 14.91%
9,700 $558 Million
Q2 2025

Oct 21, 2025
BUY
$40.94 - $52.1 $28,658 - $36,470
700 Added 7.22%
10,400 $542 Million
Q1 2025

May 20, 2025
BUY
$45.72 - $51.73 $137,160 - $155,190
3,000 Added 35.71%
11,400 $525 Million
Q4 2024

Feb 14, 2025
BUY
$46.94 - $51.62 $394,296 - $433,608
8,400 New
8,400 $420 Million

Others Institutions Holding XLG

# of Institutions
621
Shares Held
103M
Call Options Held
59.1K
Put Options Held
4.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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