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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.06K- 1.58% |
$39.3K - $45K
|
66.1K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.61K+ 0.28% |
$59.7K - $68.3K
|
585K
$29.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$51.8K - $59.2K
|
1.4K
$70.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.38KNew |
$199K - $227K
|
5.38K
$272K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.73KNew |
$212K - $242K
|
5.73K
$290K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$375K - $428K
|
10.1K
$512K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
157KNew |
$5.81M - $6.64M
|
157K
$7.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.13KNew |
$301K - $344K
|
8.13K
$411K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.4KNew |
$421K - $481K
|
11.4K
$576K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$329 - $378
|
10
$506
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
750New |
$24.7K - $28.4K
|
750
$37.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
25KNew |
$822K - $946K
|
25K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29KNew |
$952K - $1.1M
|
29K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
88.3KNew |
$2.9M - $3.34M
|
88.3K
$4.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.2KNew |
$39.4K - $45.4K
|
1.2K
$60.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
220+ 3.21% |
$7.23K - $8.32K
|
7.07K
$358K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
260New |
$8.55K - $9.84K
|
260
$13.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.43% |
$592 - $681
|
1.24K
$62.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$452K - $520K
|
13.8K
$696K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-18- 0.25% |
$592 - $681
|
7.25K
$367K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$341K - $393K
|
10.4K
$525K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
38.3K+ 14.09% |
$1.26M - $1.45M
|
310K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.85KNew |
$192K - $221K
|
5.85K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
180KNew |
$5.91M - $6.8M
|
180K
$9.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
76.5KNew |
$2.51M - $2.89M
|
76.5K
$3.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.21KNew |
$39.6K - $45.6K
|
1.21K
$61K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-914- 7.56% |
$30K - $34.6K
|
11.2K
$565K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.04KNew |
$35.2K - $369K
|
1.04K
$52.6K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$1.01K - $10.6K
|
30
$1.52K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.42KNew |
$217K - $2.28M
|
6.42K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.9KNew |
$1.48M - $15.6M
|
43.9K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.22K+ 900.0% |
$244K - $2.56M
|
8.02K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.61K+ 900.0% |
$88.2K - $925K
|
2.9K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
900+ 900.0% |
$30.4K - $319K
|
1K
$50.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
35K+ 498.7% |
$1.18M - $12.4M
|
42K
$2.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
31.7K+ 900.0% |
$1.07M - $11.2M
|
35.2K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7.32K+ 900.0% |
$247K - $2.59M
|
8.13K
$411K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
855+ 900.0% |
$28.9K - $303K
|
950
$48.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
14K+ 821.86% |
$473K - $4.96M
|
15.7K
$794K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.17K+ 900.0% |
$242K - $2.54M
|
7.97K
$403K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.76K+ 900.0% |
$59.3K - $622K
|
1.95K
$98.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
324+ 900.0% |
$11K - $115K
|
360
$18.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
297+ 900.0% |
$10K - $105K
|
330
$16.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
315+ 900.0% |
$10.6K - $112K
|
350
$17.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
207+ 900.0% |
$7K - $73.4K
|
230
$11.6K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
171+ 900.0% |
$5.78K - $60.6K
|
190
$9.61K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9.83K+ 900.0% |
$332K - $3.48M
|
10.9K
$552K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
8.57K+ 302.26% |
$290K - $3.04M
|
11.4K
$577K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.03KNew |
$68.6K - $719K
|
2.03K
$103K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.9K+ 890.38% |
$435K - $4.56M
|
14.3K
$724K
|
|