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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
32.3K+ 104.32% |
$1.67M - $1.87M
|
63.2K
$3.71M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
5+ 3.55% |
$259 - $289
|
146
$8.56K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
339+ 9.04% |
$17.6K - $19.6K
|
4.09K
$240K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
196+ 1.23% |
$10.1K - $11.3K
|
16.1K
$944K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-3.86K- 5.29% |
$200K - $224K
|
69.2K
$4.06M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
26New |
$1.35K - $1.51K
|
26
$1.52K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
7.67K+ 21.86% |
$397K - $444K
|
42.8K
$2.51M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.1K+ 109.5% |
$56.7K - $63.4K
|
2.1K
$123K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.46K- 2.21% |
$231K - $258K
|
197K
$11.6M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
49.1KNew |
$2.54M - $2.84M
|
49.1K
$2.88M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$18.1K - $20.3K
|
350
$20.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.37K+ 10.0% |
$175K - $195K
|
37.1K
$2.17M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.4K+ 54.38% |
$540K - $604K
|
29.6K
$1.74M
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
110+ 0.69% |
$5.7K - $6.37K
|
16.1K
$943K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
85.6K+ 101.82% |
$4.43M - $4.95M
|
170K
$9.95M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
108K+ 64.61% |
$5.6M - $6.26M
|
276K
$16.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
619+ 5.75% |
$32.1K - $35.8K
|
11.4K
$667K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-13- 1.64% |
$673 - $753
|
778
$45.6K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
5.35K+ 0.96% |
$277K - $309K
|
561K
$32.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
703+ 5.22% |
$36.4K - $40.7K
|
14.2K
$830K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.7KNew |
$707K - $791K
|
13.7K
$801K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
28+ 0.88% |
$1.45K - $1.62K
|
3.22K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.2K+ 61.84% |
$530K - $593K
|
26.8K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.59K+ 18.2% |
$82.3K - $92K
|
10.3K
$605K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.29K- 52.51% |
$222K - $248K
|
3.88K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.2KNew |
$217K - $243K
|
4.2K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.8KNew |
$1.54M - $1.72M
|
29.8K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
72.6K+ 1816.19% |
$3.76M - $4.2M
|
76.6K
$4.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
462+ 10.0% |
$23.9K - $26.7K
|
5.08K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-2- 2.9% |
$104 - $116
|
67
$3.93K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.11K+ 22.36% |
$161K - $180K
|
17K
$997K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.63K- 6.31% |
$292K - $326K
|
83.6K
$4.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
209K+ 3.16% |
$10.8M - $12.1M
|
6.83M
$401M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-65.7K- 19.03% |
$3.4M - $3.8M
|
280K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
56.8K+ 107.13% |
$2.94M - $3.29M
|
110K
$6.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.01K+ 2.51% |
$104K - $116K
|
81.9K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-72.6K- 57.73% |
$3.76M - $4.2M
|
53.2K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
8KNew |
$414K - $463K
|
8K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
729K+ 46.55% |
$37.8M - $42.2M
|
2.3M
$135M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49.6K+ 1012.35% |
$2.57M - $2.87M
|
54.5K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
291K+ 7.35% |
$15.1M - $16.8M
|
4.25M
$249M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.4K+ 19.33% |
$487K - $544K
|
58K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-84.6K- 5.03% |
$4.38M - $4.9M
|
1.6M
$93.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
91.6K+ 580.41% |
$4.74M - $5.3M
|
107K
$6.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.3K- 55.07% |
$275K - $307K
|
4.33K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
396K+ 56.58% |
$20.5M - $22.9M
|
1.09M
$64.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.98KNew |
$206K - $230K
|
3.98K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-200K- 31.67% |
$10.3M - $11.6M
|
431K
$25.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
536K+ 45.71% |
$27.8M - $31M
|
1.71M
$100M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.79K+ 1.88% |
$351K - $393K
|
368K
$21.6M
|
|