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 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.45K- 9.53% |
$68K - $74.7K
|
13.8K
$696K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.9K+ 12.95% |
$2.48M - $2.73M
|
462K
$23.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-61- 18.77% |
$2.86K - $3.15K
|
264
$13.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.55K+ 5.04% |
$72.8K - $80.1K
|
32.3K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 3.01% |
$4.46K - $4.9K
|
3.06K
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13K+ 63.87% |
$609K - $669K
|
33.3K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
8.7KNew |
$408K - $449K
|
8.7K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-250- 14.95% |
$11.7K - $12.9K
|
1.42K
$71.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.3K+ 3.37% |
$1.28M - $1.41M
|
838K
$42.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
38New |
$1.78K - $1.96K
|
38
$1.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-696- 2.78% |
$32.7K - $35.9K
|
24.4K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.68KNew |
$360K - $396K
|
7.68K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.26K+ 0.76% |
$59.3K - $65.2K
|
168K
$8.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.89K+ 1767.44% |
$324K - $356K
|
7.28K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.5KNew |
$2.14M - $2.35M
|
45.5K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
635New |
$29.8K - $32.8K
|
635
$32.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.3K- 8.91% |
$3.96M - $4.35M
|
862K
$43.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-193- 3.2% |
$9.06K - $9.96K
|
5.84K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
968+ 50.71% |
$45.4K - $50K
|
2.88K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
778KNew |
$36.5M - $40.1M
|
778K
$39.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.74K+ 4.66% |
$175K - $193K
|
84K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.2K+ 61.7% |
$1.23M - $1.35M
|
68.6K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 78.23% |
$104K - $114K
|
5.03K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 2.83% |
$1.23M - $1.35M
|
951K
$48.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.17% |
$2.07K - $2.27K
|
25.8K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.4K+ 26.5% |
$1.66M - $1.83M
|
169K
$8.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.3KNew |
$202K - $222K
|
4.3K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
156K+ 2405.57% |
$7.3M - $8.03M
|
162K
$8.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.37KNew |
$252K - $277K
|
5.37K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
100New |
$4.69K - $5.16K
|
100
$5.06K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2K+ 28.17% |
$93.9K - $103K
|
9.1K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-216- 0.55% |
$10.1K - $11.1K
|
38.7K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.9K+ 12.07% |
$839K - $923K
|
166K
$8.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
18+ 0.18% |
$845 - $929
|
10.1K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-23.4K- 49.68% |
$1.1M - $1.21M
|
23.7K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.6K+ 64.27% |
$591K - $650K
|
32.2K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
67.8K+ 202.8% |
$3.18M - $3.5M
|
101K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-49- 0.27% |
$2.3K - $2.53K
|
18.1K
$917K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
65.1K+ 1097.22% |
$3.06M - $3.36M
|
71K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
50New |
$2.35K - $2.58K
|
50
$2.53K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.25MNew |
$106M - $116M
|
2.25M
$114M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.76K+ 3.72% |
$82.7K - $90.9K
|
49.1K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38+ 0.17% |
$1.78K - $1.96K
|
22.1K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.2K- 1.45% |
$665K - $732K
|
965K
$48.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.71K- 2.85% |
$127K - $140K
|
92.6K
$4.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
582+ 24.6% |
$27.3K - $30K
|
2.95K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
28.8KNew |
$1.35M - $1.49M
|
28.8K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.02K+ 26.66% |
$142K - $156K
|
14.4K
$726K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
610+ 2.55% |
$28.6K - $31.5K
|
24.5K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-244K- 4.7% |
$11.5M - $12.6M
|
4.96M
$251M
|