Icon Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,216 shares of XLG stock, worth $188,618. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,216
Previous 3,188 0.88%
Holding current value
$188,618
Previous $166,000 10.84%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$51.78 - $57.89 $1,449 - $1,620
28 Added 0.88%
3,216 $184,000
Q2 2025

Aug 14, 2025
BUY
$40.94 - $52.1 $900 - $1,146
22 Added 0.69%
3,188 $166,000
Q1 2025

May 15, 2025
BUY
$45.72 - $51.73 $144,749 - $163,777
3,166 New
3,166 $145,000

Others Institutions Holding XLG

# of Institutions
616
Shares Held
102M
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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