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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.6KNew |
$517K - $657K
|
12.6K
$740K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
137KNew |
$5.59M - $7.12M
|
137K
$8.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
6.67K+ 70.33% |
$273K - $347K
|
16.2K
$947K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
3.78KNew |
$155K - $197K
|
3.78K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
5.09KNew |
$208K - $265K
|
5.09K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
360New |
$14.7K - $18.8K
|
360
$21.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.39K+ 43870.0% |
$180K - $229K
|
4.4K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-880- 18.22% |
$36K - $45.8K
|
3.95K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
166New |
$6.8K - $8.65K
|
166
$9.74K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-238- 90.15% |
$9.74K - $12.4K
|
26
$1.52K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 507.69% |
$54K - $68.8K
|
1.58K
$92.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2KNew |
$81.9K - $104K
|
2K
$117K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
74New |
$3.03K - $3.86K
|
74
$4.34K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-20- 2.15% |
$819 - $1.04K
|
910
$53.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 15.2% |
$479K - $610K
|
65.3K
$3.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
704+ 109.66% |
$28.8K - $36.7K
|
1.35K
$78.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-395- 5.73% |
$16.2K - $20.6K
|
6.5K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25- 0.19% |
$1.02K - $1.3K
|
13.1K
$768K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
BUY
|
- |
61.6KNew |
$2.52M - $3.21M
|
61.6K
$3.61M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4KNew |
$164K - $208K
|
4K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.22K- 11.49% |
$49.7K - $63.3K
|
9.36K
$549K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
19KNew |
$778K - $991K
|
19K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.22K- 11.79% |
$90.8K - $116K
|
16.6K
$973K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
17.3K+ 312.09% |
$708K - $901K
|
22.8K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
142New |
$5.81K - $7.4K
|
142
$8.33K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5KNew |
$205K - $260K
|
5K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
60New |
$2.46K - $3.13K
|
60
$3.52K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 88.58% |
$40.3K - $51.3K
|
127
$7.45K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.8K- 30.88% |
$73.8K - $93.9K
|
4.04K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.03KNew |
$165K - $210K
|
4.03K
$237K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.51KNew |
$61.9K - $78.8K
|
1.51K
$88.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
6.4KNew |
$262K - $333K
|
6.4K
$375K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-227- 2.08% |
$9.29K - $11.8K
|
10.7K
$627K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.19KNew |
$253K - $322K
|
6.19K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
38.6KNew |
$1.58M - $2.01M
|
38.6K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.2K- 24.75% |
$1.03M - $1.31M
|
76.7K
$4.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.51K- 38.43% |
$266K - $339K
|
10.4K
$611K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.25KNew |
$51.2K - $65.1K
|
1.25K
$73.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
200New |
$8.19K - $10.4K
|
200
$11.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13KNew |
$532K - $678K
|
13K
$763K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.68KNew |
$355K - $452K
|
8.68K
$509K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-710- 5.85% |
$29.1K - $37K
|
11.4K
$671K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
45+ 45.0% |
$1.84K - $2.34K
|
145
$8.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.81K- 8.04% |
$73.9K - $94K
|
20.7K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.33KNew |
$300K - $382K
|
7.33K
$430K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.83K- 17.4% |
$239K - $304K
|
27.7K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
49.2K+ 142.08% |
$2.01M - $2.56M
|
83.8K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
259New |
$10.6K - $13.5K
|
259
$15.2K
|
|