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 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
26.5K+ 10.72% |
$1.37M - $1.53M
|
273K
$16M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
192+ 3.95% |
$9.94K - $11.1K
|
5.05K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
64.5K+ 13.52% |
$3.34M - $3.73M
|
542K
$31.8M
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
6.4K+ 9.79% |
$332K - $371K
|
71.8K
$4.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28+ 0.09% |
$1.45K - $1.62K
|
31.9K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.5K- 4.01% |
$129K - $145K
|
59.8K
$3.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-419- 1.67% |
$21.7K - $24.3K
|
24.6K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.27K+ 8.82% |
$169K - $189K
|
40.4K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.01KNew |
$208K - $232K
|
4.01K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
45.2K+ 36.76% |
$2.34M - $2.62M
|
168K
$9.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
154K+ 278.31% |
$7.97M - $8.91M
|
209K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-652K- 49.17% |
$33.8M - $37.8M
|
674K
$39.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-31.5K- 70.23% |
$1.63M - $1.83M
|
13.4K
$784K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
973+ 22.31% |
$50.4K - $56.3K
|
5.34K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-271- 2.71% |
$14K - $15.7K
|
9.73K
$571K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
146KNew |
$7.54M - $8.43M
|
146K
$8.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-106K- 0.98% |
$5.47M - $6.11M
|
10.7M
$627M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
181KNew |
$9.36M - $10.5M
|
181K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.64K- 15.79% |
$240K - $269K
|
24.8K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.5K+ 1.15% |
$546K - $611K
|
925K
$54.2M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-161- 1.19% |
$8.34K - $9.32K
|
13.4K
$784K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
686+ 0.75% |
$35.5K - $39.7K
|
92.2K
$5.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
960New |
$49.7K - $55.6K
|
960
$56.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-380- 8.14% |
$19.7K - $22K
|
4.29K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-32- 0.58% |
$1.66K - $1.85K
|
5.49K
$322K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-4.5K- 43.48% |
$233K - $260K
|
5.85K
$343K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.63K+ 15.57% |
$84.1K - $94.1K
|
12.1K
$707K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
171+ 0.48% |
$8.85K - $9.9K
|
36K
$2.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20.3K- 2.22% |
$1.05M - $1.18M
|
897K
$52.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
814+ 26.32% |
$42.1K - $47.1K
|
3.91K
$229K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2+ 0.39% |
$104 - $116
|
512
$30K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
66.3KNew |
$3.43M - $3.84M
|
66.3K
$3.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
21.3K+ 136.67% |
$1.1M - $1.23M
|
36.8K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.4K- 17.95% |
$695K - $777K
|
61.3K
$3.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.07K- 2.28% |
$263K - $294K
|
217K
$12.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.03% |
$155 - $174
|
10.1K
$590K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
44.7K+ 13.84% |
$2.31M - $2.59M
|
367K
$21.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-260- 36.11% |
$13.5K - $15.1K
|
460
$27K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.21% |
$207 - $232
|
177
$10.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.04K+ 10.76% |
$53.8K - $60.1K
|
10.7K
$627K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.28K+ 19.55% |
$170K - $190K
|
20K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
95+ 0.85% |
$4.92K - $5.5K
|
11.3K
$664K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-149- 0.67% |
$7.72K - $8.63K
|
22.1K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
628+ 1.18% |
$32.5K - $36.4K
|
53.8K
$3.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
471+ 6.99% |
$24.4K - $27.3K
|
7.21K
$423K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.22K+ 40.54% |
$115K - $128K
|
7.69K
$451K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.85K+ 56.98% |
$251K - $281K
|
13.4K
$783K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
594+ 4.6% |
$30.8K - $34.4K
|
13.5K
$792K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.23K+ 2.3% |
$63.8K - $71.4K
|
54.9K
$3.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
154K+ 152.1% |
$7.95M - $8.89M
|
255K
$14.9M
|
|