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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-32.6K- 74.22% |
$1.69M - $1.89M
|
11.3K
$665K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-650- 43.68% |
$33.7K - $37.6K
|
838
$49.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.7KNew |
$347K - $388K
|
6.7K
$393K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.83KNew |
$198K - $221K
|
3.83K
$224K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
54+ 23.79% |
$2.8K - $3.13K
|
281
$16.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
104+ 0.69% |
$5.39K - $6.02K
|
15.2K
$892K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
3.64KNew |
$188K - $211K
|
3.64K
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-218- 4.56% |
$11.3K - $12.6K
|
4.57K
$268K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
233+ 3.82% |
$12.1K - $13.5K
|
6.34K
$372K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
95.7K+ 143.75% |
$4.95M - $5.54M
|
162K
$9.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
676+ 10.93% |
$35K - $39.1K
|
6.86K
$402K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.45K+ 116.59% |
$75K - $83.8K
|
2.69K
$158K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.8K+ 65.85% |
$558K - $623K
|
27.1K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.96K+ 6.17% |
$257K - $287K
|
85.3K
$5M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
31.3K+ 116.96% |
$1.62M - $1.81M
|
58K
$3.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-36.7K- 18.35% |
$1.9M - $2.13M
|
163K
$9.58M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-422- 6.81% |
$21.9K - $24.4K
|
5.78K
$339K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.5K+ 125.17% |
$1.11M - $1.25M
|
38.7K
$2.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-752- 8.91% |
$38.9K - $43.5K
|
7.69K
$451K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
4.28K+ 40.09% |
$221K - $248K
|
14.9K
$876K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
71K+ 80.56% |
$3.68M - $4.11M
|
159K
$9.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
797+ 11.43% |
$41.3K - $46.1K
|
7.77K
$456K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-13.1K- 85.1% |
$681K - $761K
|
2.3K
$135K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-411- 1.12% |
$21.3K - $23.8K
|
36.3K
$2.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
88+ 13.27% |
$4.56K - $5.09K
|
751
$44K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.56K+ 1.84% |
$133K - $148K
|
142K
$8.33M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
483K+ 38.7% |
$19.8M - $25.2M
|
1.73M
$102M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-290K- 53.44% |
$11.9M - $15.1M
|
253K
$14.8M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.64K- 37.89% |
$231K - $294K
|
9.24K
$542K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
700+ 7.22% |
$28.7K - $36.5K
|
10.4K
$610K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.5K- 88.04% |
$2.23M - $2.84M
|
7.4K
$434K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
23.3KNew |
$955K - $1.22M
|
23.3K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.83K+ 52.96% |
$157K - $200K
|
11.1K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
948+ 82.72% |
$38.8K - $49.4K
|
2.09K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
259K+ 1062.47% |
$10.6M - $13.5M
|
283K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.77K+ 21.04% |
$72.4K - $92.2K
|
10.2K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
18.2K+ 55.93% |
$747K - $950K
|
50.9K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93K- 99.56% |
$3.81M - $4.85M
|
407
$23.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
679K+ 1645.51% |
$27.8M - $35.4M
|
720K
$42.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.14K- 0.96% |
$46.8K - $59.6K
|
118K
$6.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-8.9K- 93.45% |
$364K - $464K
|
624
$36.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 0.72% |
$2.46K - $3.13K
|
8.42K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20KNew |
$819K - $1.04M
|
20K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.34KNew |
$300K - $382K
|
7.34K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3K- 8.18% |
$123K - $156K
|
33.7K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
3.06K+ 3.93% |
$125K - $159K
|
80.8K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.29K- 3.18% |
$52.9K - $67.4K
|
39.4K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
303+ 36.77% |
$12.4K - $15.8K
|
1.13K
$66.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
338New |
$13.8K - $17.6K
|
338
$19.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
810+ 16.55% |
$33.2K - $42.2K
|
5.7K
$335K
|
|