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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
107+ 1.8% |
$4.89K - $5.54K
|
6.05K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
239New |
$10.9K - $12.4K
|
239
$14K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
476New |
$21.8K - $24.6K
|
476
$27.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$9.14K - $10.3K
|
200
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
78New |
$3.57K - $4.03K
|
78
$4.57K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.67K+ 23.26% |
$214K - $242K
|
24.8K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
17.1KNew |
$780K - $882K
|
17.1K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-25K- 98.92% |
$1.14M - $1.29M
|
274
$16.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
266New |
$12.2K - $13.8K
|
266
$15.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$471K - $533K
|
10.3K
$604K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
282K+ 792.46% |
$12.9M - $14.6M
|
318K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-63.1K- 75.24% |
$2.88M - $3.26M
|
20.8K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
39.6KNew |
$1.81M - $2.05M
|
39.6K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.52% |
$45.7 - $51.7
|
67
$3.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.56KNew |
$254K - $288K
|
5.56K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.15K- 8.04% |
$144K - $163K
|
36K
$2.11M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
79New |
$3.61K - $4.09K
|
79
$4.63K
|
|
| Q4 2024 | |||||||
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
68+ 109.68% |
$3.19K - $3.51K
|
130
$7.62K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
451New |
$21.2K - $23.3K
|
451
$26.5K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
21.6KNew |
$1.02M - $1.12M
|
21.6K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
15.4KNew |
$723K - $795K
|
15.4K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.37KNew |
$64.3K - $70.7K
|
1.37K
$80.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.03K- 86.72% |
$48.1K - $52.9K
|
157
$9.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
17New |
$798 - $878
|
17
$997
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25.5K- 98.69% |
$1.2M - $1.32M
|
340
$19.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.4K+ 283.55% |
$1.29M - $1.41M
|
37.1K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$51.4K - $56.5K
|
1.1K
$64.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
19.9KNew |
$934K - $1.03M
|
19.9K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-71- 4.93% |
$3.33K - $3.67K
|
1.37K
$80.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4KNew |
$188K - $206K
|
4K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.73K- 56.55% |
$128K - $141K
|
2.1K
$123K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
200New |
$9.39K - $10.3K
|
200
$11.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
636New |
$29.9K - $32.8K
|
636
$37.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16.1K+ 15.45% |
$757K - $832K
|
120K
$7.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.3KNew |
$202K - $222K
|
4.3K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
100New |
$4.69K - $5.16K
|
100
$5.87K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
50New |
$2.35K - $2.58K
|
50
$2.93K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
67.8K+ 202.8% |
$3.18M - $3.5M
|
101K
$5.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
520New |
$24.4K - $26.8K
|
520
$30.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
158New |
$7.42K - $8.16K
|
158
$9.27K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
133+ 1.04% |
$6.24K - $6.87K
|
13K
$760K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
17+ 0.23% |
$798 - $878
|
7.55K
$443K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
74.3K+ 537.0% |
$3.49M - $3.84M
|
88.1K
$5.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.25% |
$46.9 - $51.6
|
400
$23.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.81K+ 45.55% |
$132K - $145K
|
8.98K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.1KNew |
$1.04M - $1.14M
|
22.1K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.35K- 70.29% |
$157K - $173K
|
1.42K
$83K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.41KNew |
$395K - $434K
|
8.41K
$493K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
50.3KNew |
$2.36M - $2.6M
|
50.3K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
177KNew |
$8.31M - $9.14M
|
177K
$10.4M
|
|