Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XLG)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
282K+ 792.46% |
$12.9M - $14.6M
|
318K
$13.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
43+ 75.44% |
$1.97K - $2.22K
|
100
$4.32K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.41K- 11.29% |
$202K - $228K
|
34.6K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-978- 4.13% |
$44.7K - $50.6K
|
22.7K
$980K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50K+ 98.88% |
$2.29M - $2.59M
|
101K
$4.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-383- 2.49% |
$17.5K - $19.8K
|
15K
$648K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-269- 44.61% |
$12.3K - $13.9K
|
334
$14.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
594+ 9.01% |
$27.2K - $30.7K
|
7.19K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$91.4 - $103
|
13.8K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.36K+ 582.4% |
$62K - $70.2K
|
1.59K
$68.7K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-63.1K- 75.24% |
$2.88M - $3.26M
|
20.8K
$896K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
53.7K+ 31.91% |
$2.45M - $2.78M
|
222K
$9.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.01K+ 17.58% |
$366K - $414K
|
53.6K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
179+ 1.83% |
$8.18K - $9.26K
|
9.94K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.52% |
$45.7 - $51.7
|
67
$2.89K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-326K- 1.15% |
$14.9M - $16.9M
|
28.1M
$1.21B
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.13K+ 7.26% |
$143K - $162K
|
46.2K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-434- 0.65% |
$19.8K - $22.5K
|
65.9K
$2.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-22- 0.44% |
$1.01K - $1.14K
|
4.98K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
39.6KNew |
$1.81M - $2.05M
|
39.6K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.42M+ 130.24% |
$64.8M - $73.3M
|
2.51M
$108M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-35.7K- 21.49% |
$1.63M - $1.85M
|
130K
$5.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.56KNew |
$254K - $288K
|
5.56K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.3K+ 404.78% |
$1.02M - $1.15M
|
27.7K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
275+ 4.33% |
$12.6K - $14.2K
|
6.62K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.45K+ 15.3% |
$66.1K - $74.8K
|
10.9K
$471K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
282+ 0.82% |
$12.9K - $14.6K
|
34.8K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.59K- 17.81% |
$347K - $393K
|
35.1K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-365K- 90.06% |
$16.7M - $18.9M
|
40.2K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
18.4KNew |
$841K - $951K
|
18.4K
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44.4K+ 310.57% |
$2.03M - $2.29M
|
58.6K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
61K+ 5.19% |
$2.79M - $3.16M
|
1.24M
$53.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
388New |
$17.7K - $20.1K
|
388
$16.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.83K- 5.48% |
$129K - $146K
|
48.8K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.7KNew |
$581K - $657K
|
12.7K
$549K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
8.45KNew |
$386K - $437K
|
8.45K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
34.6K+ 128.76% |
$1.58M - $1.79M
|
61.5K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
9.49KNew |
$434K - $491K
|
9.49K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.23KNew |
$422K - $477K
|
9.23K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
88.1KNew |
$4.03M - $4.56M
|
88.1K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-420- 4.66% |
$19.2K - $21.7K
|
8.6K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.74K+ 17.34% |
$125K - $142K
|
18.5K
$800K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 51.46% |
$3.97M - $4.49M
|
256K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.15K- 8.04% |
$144K - $163K
|
36K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
20+ 0.12% |
$914 - $1.03K
|
17.1K
$737K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-479- 2.64% |
$21.9K - $24.8K
|
17.7K
$763K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.6KNew |
$210K - $238K
|
4.6K
$199K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-9- 0.05% |
$411 - $466
|
17.5K
$756K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.06K+ 13.26% |
$48.4K - $54.8K
|
9.05K
$391K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.3K+ 10.43% |
$105K - $119K
|
24.3K
$1.05M
|