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 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.71K- 12.69% |
$80.3K - $88.3K
|
11.8K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89.2K+ 14.84% |
$4.19M - $4.61M
|
690K
$34.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-240- 31.87% |
$11.3K - $12.4K
|
513
$25.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.7K+ 94.21% |
$3.51M - $3.86M
|
154K
$7.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.6K+ 7.08% |
$3.13M - $3.44M
|
1.01M
$51M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.25K- 18.69% |
$105K - $116K
|
9.76K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.58K- 8.5% |
$74.1K - $81.5K
|
17K
$860K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
14KNew |
$657K - $722K
|
14K
$708K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.12KNew |
$287K - $316K
|
6.12K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
454+ 43.65% |
$21.3K - $23.4K
|
1.49K
$75.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.98KNew |
$281K - $309K
|
5.98K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.08K+ 26.12% |
$239K - $262K
|
24.5K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
650+ 2.75% |
$30.5K - $33.6K
|
24.3K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.8K+ 7.3% |
$2.48M - $2.73M
|
777K
$39.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
340K+ 11.02% |
$16M - $17.5M
|
3.43M
$173M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.9K+ 36.9% |
$2.3M - $2.53M
|
182K
$9.18M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
35+ 29.91% |
$1.64K - $1.81K
|
152
$7.69K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.74KNew |
$222K - $244K
|
4.74K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.4K+ 91.25% |
$1.01M - $1.11M
|
44.9K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
975+ 14.23% |
$45.8K - $50.3K
|
7.83K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.73K- 56.55% |
$128K - $141K
|
2.1K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.76K+ 0.85% |
$458K - $504K
|
1.15M
$58.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.07K+ 46.99% |
$379K - $416K
|
25.2K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
38.3K+ 98.12% |
$1.8M - $1.98M
|
77.4K
$3.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-56- 0.03% |
$2.63K - $2.89K
|
173K
$8.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-157- 0.17% |
$7.37K - $8.1K
|
91K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.37K+ 10.76% |
$158K - $174K
|
34.7K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
83New |
$3.9K - $4.28K
|
83
$4.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
30.6K+ 17.65% |
$1.44M - $1.58M
|
204K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
651K+ 144.09% |
$30.6M - $33.6M
|
1.1M
$55.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-10.9K- 92.44% |
$512K - $563K
|
891
$45.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
636New |
$29.9K - $32.8K
|
636
$32.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
6.9KNew |
$324K - $356K
|
6.9K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$46.9K - $51.6K
|
1K
$50.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-641- 11.5% |
$30.1K - $33.1K
|
4.94K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16.1K+ 15.45% |
$757K - $832K
|
120K
$6.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.3K+ 10.99% |
$2.45M - $2.7M
|
528K
$26.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
55.2K+ 15.12% |
$2.59M - $2.85M
|
420K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.56K+ 72.8% |
$214K - $235K
|
10.8K
$547K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
200New |
$9.39K - $10.3K
|
200
$10.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.92KNew |
$278K - $305K
|
5.92K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.34K+ 16.99% |
$62.9K - $69.2K
|
9.23K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
129+ 2.15% |
$6.06K - $6.66K
|
6.13K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
44+ 0.27% |
$2.07K - $2.27K
|
16.5K
$835K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.28K+ 10.95% |
$60.2K - $66.2K
|
13K
$657K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.31K- 61.31% |
$343K - $377K
|
4.61K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.8M+ 22.5% |
$84.3M - $92.7M
|
9.78M
$494M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.2K- 1.63% |
$760K - $836K
|
980K
$49.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
96.6K+ 135.36% |
$4.53M - $4.98M
|
168K
$8.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.01KNew |
$188K - $207K
|
4.01K
$203K
|