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 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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.82K+ 0.46% |
$94.2K - $105K
|
394K
$23.1M
|
|
|
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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
338+ 0.25% |
$17.5K - $19.6K
|
133K
$7.82M
|
|
|
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
|
Russell Investments Group, Ltd.
|
BUY
|
- |
488+ 31.77% |
$25.3K - $28.3K
|
2.02K
$119K
|
|
|
Nov 13, 2025
Q3 2025
|
Fortune 45 LLC
|
BUY
|
- |
306+ 2.76% |
$15.8K - $17.7K
|
11.4K
$668K
|
|
|
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
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.1K- 2.82% |
$1.66M - $1.86M
|
1.11M
$65M
|
|
|
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
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.8K- 40.94% |
$145K - $162K
|
4.04K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.87KNew |
$304K - $340K
|
5.87K
$344K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200+ 37.31% |
$10.4K - $11.6K
|
736
$43.2K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.95KNew |
$205K - $229K
|
3.95K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$51.8 - $57.9
|
4.82K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.8K+ 75.47% |
$764K - $854K
|
34.3K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 4.48% |
$132K - $147K
|
54.2K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-298- 2.75% |
$15.4K - $17.3K
|
10.5K
$618K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 1.05% |
$54.9K - $61.4K
|
100K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
45.6K+ 22.66% |
$2.36M - $2.64M
|
247K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-897- 19.56% |
$46.4K - $51.9K
|
3.69K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.75K- 14.35% |
$505K - $565K
|
58.2K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.9K+ 31.78% |
$1.24M - $1.39M
|
99.2K
$5.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.8K+ 43.68% |
$93.4K - $104K
|
5.93K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.11K- 15.09% |
$57.4K - $64.2K
|
6.24K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-81- 0.71% |
$4.19K - $4.69K
|
11.3K
$663K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-490- 11.89% |
$25.4K - $28.4K
|
3.63K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.63KNew |
$84.3K - $94.3K
|
1.63K
$95.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.6K- 10.8% |
$135K - $151K
|
21.5K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.6K+ 8.35% |
$82.7K - $92.5K
|
20.7K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
3.53KNew |
$183K - $204K
|
3.53K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23K- 6.01% |
$1.19M - $1.33M
|
360K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.98KNew |
$258K - $288K
|
4.98K
$292K
|
|