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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
556+ 93.45% |
$28.8K - $32.2K
|
1.15K
$67.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
37K+ 24.48% |
$1.92M - $2.14M
|
188K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.27K+ 22.49% |
$117K - $131K
|
12.3K
$724K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.8K- 81.27% |
$1.08M - $1.21M
|
4.8K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
77.7K+ 44.71% |
$4.02M - $4.5M
|
252K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-11.2K- 13.41% |
$582K - $651K
|
72.6K
$4.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.56KNew |
$236K - $264K
|
4.56K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.55K+ 60.71% |
$391K - $437K
|
20K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-41- 4.41% |
$2.12K - $2.37K
|
889
$52.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
916+ 34.63% |
$47.4K - $53K
|
3.56K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
66.3KNew |
$3.43M - $3.84M
|
66.3K
$3.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
55.8K+ 80.89% |
$2.89M - $3.23M
|
125K
$7.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 22.86% |
$6.31M - $7.05M
|
655K
$38.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9- 2.14% |
$466 - $521
|
412
$24.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
90.8K+ 602.83% |
$4.7M - $5.25M
|
106K
$6.21M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-48.3K- 16.83% |
$2.5M - $2.8M
|
239K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.7K+ 19.38% |
$2M - $2.24M
|
238K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 31.43% |
$174K - $194K
|
14K
$823K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.77K+ 10.32% |
$144K - $161K
|
29.7K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.35K- 1.65% |
$69.9K - $78.2K
|
80.4K
$4.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
70.4K+ 26.82% |
$3.65M - $4.08M
|
333K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.35K+ 3.6% |
$122K - $136K
|
67.6K
$3.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.82K+ 0.46% |
$94.2K - $105K
|
394K
$23.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
154New |
$7.97K - $8.92K
|
154
$9.03K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.14K+ 15.93% |
$214K - $239K
|
30.1K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
196K+ 5.5% |
$10.1M - $11.3M
|
3.76M
$221M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-682- 3.68% |
$35.3K - $39.5K
|
17.9K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
121+ 112.04% |
$6.27K - $7K
|
229
$13.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
20+ 0.4% |
$1.04K - $1.16K
|
4.98K
$292K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49.5K+ 91.25% |
$2.57M - $2.87M
|
104K
$6.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
146KNew |
$7.54M - $8.43M
|
146K
$8.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Fortune 45 LLC
|
BUY
|
- |
306+ 2.76% |
$15.8K - $17.7K
|
11.4K
$668K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
338+ 0.25% |
$17.5K - $19.6K
|
133K
$7.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
488+ 31.77% |
$25.3K - $28.3K
|
2.02K
$119K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.64K+ 36.68% |
$137K - $153K
|
9.83K
$576K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-371K- 16.16% |
$19.2M - $21.5M
|
1.92M
$113M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
117K+ 1001.71% |
$6.07M - $6.78M
|
129K
$7.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
18.5KNew |
$958K - $1.07M
|
18.5K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
99.1KNew |
$5.13M - $5.74M
|
99.1K
$5.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.89K+ 21.04% |
$201K - $225K
|
22.3K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
281New |
$14.6K - $16.3K
|
281
$16.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.62K- 3.63% |
$83.8K - $93.7K
|
43K
$2.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.9K+ 17.35% |
$2.9M - $3.24M
|
378K
$22.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
300+ 6.49% |
$15.5K - $17.4K
|
4.92K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.07K+ 87.01% |
$314K - $351K
|
13K
$765K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
90.7K+ 116.59% |
$4.7M - $5.25M
|
169K
$9.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.1K- 2.82% |
$1.66M - $1.86M
|
1.11M
$65M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
305K+ 17.52% |
$15.8M - $17.7M
|
2.05M
$120M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
28.7KNew |
$1.49M - $1.66M
|
28.7K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
10KNew |
$518K - $579K
|
10K
$587K
|
|