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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.18K+ 18.36% |
$243K - $267K
|
33.4K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-71.2K- 4.11% |
$3.34M - $3.68M
|
1.66M
$84.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-30.7K- 58.09% |
$1.44M - $1.59M
|
22.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.8K+ 14.31% |
$178K - $196K
|
30.3K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.37KNew |
$64.3K - $70.7K
|
1.37K
$69.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
15.4KNew |
$723K - $795K
|
15.4K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-554- 1.15% |
$26K - $28.6K
|
47.6K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.29M+ 22.63% |
$60.4M - $66.4M
|
6.97M
$353M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.21KNew |
$198K - $217K
|
4.21K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41+ 4.61% |
$1.92K - $2.12K
|
930
$47K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.96K- 20.09% |
$139K - $153K
|
11.8K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
192+ 1.84% |
$9.01K - $9.91K
|
10.6K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-71- 4.93% |
$3.33K - $3.67K
|
1.37K
$69.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-78- 0.25% |
$3.66K - $4.03K
|
31.7K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23.1K- 34.81% |
$1.09M - $1.19M
|
43.3K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4KNew |
$188K - $206K
|
4K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.22K- 15.33% |
$386K - $424K
|
45.4K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 4.32% |
$575K - $632K
|
271K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.38KNew |
$440K - $484K
|
9.38K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 9.87% |
$66.5K - $73.1K
|
15.8K
$798K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.09KNew |
$192K - $211K
|
4.09K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.03KNew |
$330K - $363K
|
7.03K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-37- 4.97% |
$1.74K - $1.91K
|
707
$35.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
820+ 1.42% |
$38.5K - $42.3K
|
58.6K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
150KNew |
$7.06M - $7.77M
|
150K
$7.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-147- 1.68% |
$6.9K - $7.59K
|
8.61K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
19.9KNew |
$934K - $1.03M
|
19.9K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
112KNew |
$5.28M - $5.8M
|
112K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.13K+ 78.68% |
$288K - $316K
|
13.9K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.1K+ 32.35% |
$145K - $160K
|
12.7K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.07MNew |
$50.5M - $55.5M
|
1.07M
$54.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96.2K+ 173.93% |
$4.52M - $4.97M
|
152K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.9K+ 22.16% |
$2.06M - $2.27M
|
242K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-23.1K- 34.81% |
$1.09M - $1.19M
|
43.3K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17.7K+ 62.77% |
$829K - $912K
|
45.8K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
939New |
$44.1K - $48.5K
|
939
$47.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
3.29KNew |
$154K - $170K
|
3.29K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
43KNew |
$2.02M - $2.22M
|
43K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
226KNew |
$10.6M - $11.6M
|
226K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.12KNew |
$193K - $213K
|
4.12K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.8K+ 95.19% |
$695K - $765K
|
30.4K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.5K+ 25.85% |
$3.5M - $3.84M
|
363K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.68K+ 4.49% |
$126K - $138K
|
62.4K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27.4K+ 43.58% |
$1.29M - $1.42M
|
90.3K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-195- 3.83% |
$9.15K - $10.1K
|
4.89K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.25K+ 28.33% |
$58.8K - $64.6K
|
5.67K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-657- 1.67% |
$30.8K - $33.9K
|
38.7K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
27.9M+ 5930.24% |
$1.31B - $1.44B
|
28.4M
$1.44B
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.75K+ 51.28% |
$176K - $193K
|
11.1K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.4K+ 30.78% |
$1.42M - $1.57M
|
129K
$6.52M
|