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 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750New |
$25.3K - $266K
|
750
$37.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.97K+ 900.0% |
$100K - $1.05M
|
3.3K
$167K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
290New |
$9.8K - $103K
|
290
$14.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
135+ 900.0% |
$4.56K - $47.8K
|
150
$7.59K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
3.1KNew |
$105K - $1.1M
|
3.1K
$157K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.98K+ 900.0% |
$337K - $3.54M
|
11.1K
$561K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
230New |
$7.77K - $81.5K
|
230
$11.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
57New |
$1.93K - $20.2K
|
57
$2.88K
|
|
| Q2 2023 | |||||||
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.66K- 89.38% |
$2.36M - $2.68M
|
910
$46K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
3.52KNew |
$1.08M - $1.23M
|
3.52K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
899+ 116.0% |
$277K - $314K
|
1.67K
$84.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1+ 0.25% |
$308 - $350
|
409
$20.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
18.7KNew |
$5.75M - $6.53M
|
18.7K
$944K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
20+ 0.21% |
$6.17K - $6.99K
|
9.64K
$487K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
958New |
$260K - $297K
|
958
$48.5K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
13New |
$3.53K - $4.04K
|
13
$658
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
726New |
$197K - $225K
|
726
$36.7K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.79KNew |
$758K - $866K
|
2.79K
$141K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$272 - $311
|
897
$45.4K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-636- 44.26% |
$173K - $197K
|
801
$40.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-217- 23.93% |
$58.9K - $67.4K
|
690
$34.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
129New |
$35K - $40.1K
|
129
$6.52K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
862New |
$23K - $257K
|
862
$43.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.29KNew |
$34.4K - $384K
|
1.29K
$65.2K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
17+ 2.01% |
$453 - $5.07K
|
862
$43.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
517New |
$13.8K - $154K
|
517
$26.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
71New |
$1.89K - $21.2K
|
71
$3.59K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 4.44% |
$107 - $1.19K
|
94
$4.75K
|
|
| Q3 2022 | |||||||
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3New |
$80.8 - $981
|
3
$152
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.15K+ 351.16% |
$219K - $2.67M
|
10.5K
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
760+ 101.33% |
$20.5K - $249K
|
1.51K
$76.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
51+ 0.7% |
$1.37K - $16.7K
|
7.37K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-17- 23.94% |
$458 - $5.56K
|
54
$2.73K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
12New |
$323 - $3.93K
|
12
$607
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
1.6K+ 1.41% |
$43.2K - $524K
|
116K
$5.85M
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-720- 1.21% |
$19.4K - $236K
|
58.9K
$2.98M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
75New |
$2.02K - $24.5K
|
75
$3.79K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
23New |
$619 - $7.52K
|
23
$1.16K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-245- 13.92% |
$6.6K - $80.1K
|
1.52K
$76.6K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
773New |
$20.8K - $253K
|
773
$39.1K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
56New |
$15.6K - $20K
|
56
$2.83K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30Closed |
$8.34K - $10.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-107Closed |
$29.7K - $38.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.37KNew |
$1.49M - $1.91M
|
5.37K
$271K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-703Closed |
$195K - $251K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-599Closed |
$166K - $214K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$4.17K - $5.35K
|
15
$759
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.36KClosed |
$378K - $485K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
259New |
$72K - $92.3K
|
259
$13.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
766New |
$213K - $273K
|
766
$38.7K
|
|