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 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
|
PUT |
6.4KNew |
$262K - $333K
|
6.4K
$375K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.51KNew |
$61.9K - $78.8K
|
1.51K
$88.7K
|
|
|
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
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-710- 5.85% |
$29.1K - $37K
|
11.4K
$671K
|
|
|
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 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
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.93KNew |
$161K - $205K
|
3.93K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.1KNew |
$946K - $1.2M
|
23.1K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
259New |
$10.6K - $13.5K
|
259
$15.2K
|
|
|
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 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.9K+ 7919.9% |
$652K - $829K
|
16.1K
$945K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
5.71KNew |
$234K - $298K
|
5.71K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.17KNew |
$171K - $217K
|
4.17K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11New |
$450 - $573
|
11
$645
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-500- 16.13% |
$20.5K - $26.1K
|
2.6K
$152K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
118New |
$4.83K - $6.15K
|
118
$6.92K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.55KNew |
$309K - $393K
|
7.55K
$443K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.8K+ 58.72% |
$442K - $562K
|
29.2K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
38New |
$1.56K - $1.98K
|
38
$2.23K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.04K+ 12.14% |
$42.7K - $54.4K
|
9.64K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
48.7KNew |
$2M - $2.54M
|
48.7K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.91K- 10.06% |
$201K - $256K
|
43.9K
$2.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-281- 35.61% |
$11.5K - $14.6K
|
508
$29.8K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$634K - $717K
|
13.9K
$813K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
19New |
$869 - $983
|
19
$1.11K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.4K+ 233.72% |
$1.94M - $2.19M
|
60.5K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.7KNew |
$673K - $761K
|
14.7K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45K+ 5.91% |
$66.2K - $75K
|
26K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$210K - $238K
|
4.6K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.6KNew |
$119K - $134K
|
2.6K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-30.9K- 61.09% |
$1.41M - $1.6M
|
19.7K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-300- 5.29% |
$13.7K - $15.5K
|
5.37K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.88KNew |
$223K - $252K
|
4.88K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 62.34% |
$679K - $769K
|
8.98K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.74KNew |
$125K - $142K
|
2.74K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 67.11% |
$64.4K - $72.8K
|
690
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
207KNew |
$9.46M - $10.7M
|
207K
$12.1M
|
|