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 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-310K- 52.22% |
$13.2M - $14.9M
|
284K
$16.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.25K- 16.51% |
$53.2K - $60K
|
6.32K
$371K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 9.7% |
$59K - $66.6K
|
15.7K
$921K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.12KNew |
$204K - $236K
|
5.12K
$301K
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-7.67KClosed |
$305K - $354K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
33.2KNew |
$1.32M - $1.53M
|
33.2K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$904K - $1.05M
|
22.7K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15.8KNew |
$629K - $728K
|
15.8K
$925K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11- 6.01% |
$438 - $507
|
172
$10.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.45KNew |
$177K - $205K
|
4.45K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.2KNew |
$287K - $332K
|
7.2K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27- 2.66% |
$1.08K - $1.25K
|
989
$58K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 0.18% |
$398 - $461
|
5.54K
$325K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
5.23KNew |
$208K - $241K
|
5.23K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.6KNew |
$63.7K - $73.8K
|
1.6K
$93.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.95KNew |
$237K - $275K
|
5.95K
$349K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
2.11KNew |
$84.2K - $97.5K
|
2.11K
$124K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-207- 0.6% |
$8.25K - $9.55K
|
34.4K
$2.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-23- 0.27% |
$916 - $1.06K
|
8.44K
$495K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
31KNew |
$1.24M - $1.43M
|
31K
$1.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.4KNew |
$732K - $847K
|
18.4K
$1.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-270Closed |
$10.8K - $12.5K
|
0
$0
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140New |
$5.18K - $5.92K
|
140
$8.21K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
230New |
$8.51K - $9.73K
|
230
$13.5K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
90New |
$3.33K - $3.81K
|
90
$5.28K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.15KNew |
$228K - $260K
|
6.15K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
386KNew |
$14.3M - $16.3M
|
386K
$22.7M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 9.55% |
$382K - $437K
|
118K
$6.94M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.24K+ 10.87% |
$231K - $264K
|
63.6K
$3.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.4K+ 35.02% |
$830K - $948K
|
86.4K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.2KNew |
$1.01M - $1.15M
|
27.2K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.37KNew |
$87.9K - $100K
|
2.37K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
5KNew |
$185K - $211K
|
5K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.96K- 8.68% |
$72.6K - $82.9K
|
20.6K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19.5K- 1.27% |
$720K - $823K
|
1.51M
$88.6M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-349- 3.8% |
$12.9K - $14.8K
|
8.83K
$518K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
334+ 3.06% |
$12.4K - $14.1K
|
11.2K
$659K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.06K- 1.58% |
$39.3K - $45K
|
66.1K
$3.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.61K+ 0.28% |
$59.7K - $68.3K
|
585K
$34.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$51.8K - $59.2K
|
1.4K
$82.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.38KNew |
$199K - $227K
|
5.38K
$315K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.73KNew |
$212K - $242K
|
5.73K
$336K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$375K - $428K
|
10.1K
$594K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
157KNew |
$5.81M - $6.64M
|
157K
$9.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.13KNew |
$301K - $344K
|
8.13K
$477K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.4KNew |
$421K - $481K
|
11.4K
$668K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$329 - $378
|
10
$587
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
750New |
$24.7K - $28.4K
|
750
$44K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
25KNew |
$822K - $946K
|
25K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
88.3KNew |
$2.9M - $3.34M
|
88.3K
$5.18M
|
|