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 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
635+ 9.79% |
$32.9K - $36.8K
|
7.12K
$418K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
131+ 1.12% |
$6.78K - $7.58K
|
11.8K
$693K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18.3K+ 9.77% |
$947K - $1.06M
|
205K
$12M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$51.8 - $57.9
|
24.3K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1K+ 19.91% |
$51.8K - $57.9K
|
6.02K
$353K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
359+ 4.1% |
$18.6K - $20.8K
|
9.12K
$535K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.72KNew |
$192K - $215K
|
3.72K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.06KNew |
$158K - $177K
|
3.06K
$179K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.99K+ 37.35% |
$155K - $173K
|
11K
$644K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92M+ 102.82% |
$99.4M - $111M
|
3.79M
$222M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
406+ 2.17% |
$21K - $23.5K
|
19.1K
$1.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.69K- 17.14% |
$87.4K - $97.7K
|
8.16K
$479K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-35- 0.18% |
$1.81K - $2.03K
|
19.6K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
180+ 18.0% |
$9.32K - $10.4K
|
1.18K
$69.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
546+ 0.73% |
$28.3K - $31.6K
|
75.7K
$4.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4.48KNew |
$232K - $259K
|
4.48K
$263K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2K+ 4.84% |
$103K - $116K
|
43.3K
$2.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.22KNew |
$477K - $534K
|
9.22K
$541K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.43K+ 77.7% |
$385K - $430K
|
17K
$997K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-15.2K- 7.24% |
$789K - $882K
|
195K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.38K+ 2.36% |
$123K - $137K
|
103K
$6.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.51K+ 30.78% |
$130K - $145K
|
10.7K
$626K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.09K+ 20.45% |
$264K - $295K
|
30K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.6KNew |
$186K - $208K
|
3.6K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29K- 14.95% |
$1.5M - $1.68M
|
165K
$9.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
166+ 14.24% |
$8.6K - $9.61K
|
1.33K
$78.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.5K+ 5.13% |
$1.27M - $1.42M
|
502K
$29.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.17K+ 3.62% |
$268K - $299K
|
148K
$8.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-11.4K- 59.65% |
$590K - $659K
|
7.71K
$452K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-895- 0.57% |
$46.3K - $51.8K
|
157K
$9.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.83K+ 32.73% |
$94.9K - $106K
|
7.43K
$436K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
35.4K+ 2.6% |
$1.83M - $2.05M
|
1.4M
$81.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.54K+ 14.69% |
$287K - $321K
|
43.3K
$2.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5.05K+ 101.0% |
$261K - $292K
|
10.1K
$589K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.55K- 7.54% |
$339K - $379K
|
80.4K
$4.72M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3K+ 5.9% |
$2.09M - $2.33M
|
724K
$42.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.51K+ 11.77% |
$130K - $145K
|
23.8K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1K+ 3.63% |
$51.8K - $57.9K
|
28.6K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
152+ 1.57% |
$7.87K - $8.8K
|
9.81K
$575K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-203- 1.07% |
$10.5K - $11.8K
|
18.9K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6.98K+ 85.99% |
$361K - $404K
|
15.1K
$885K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
47.5K+ 55.13% |
$2.46M - $2.75M
|
134K
$7.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.1K- 41.53% |
$1.09M - $1.22M
|
29.7K
$1.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
885+ 9.3% |
$45.8K - $51.2K
|
10.4K
$610K
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-3.43M- 99.81% |
$178M - $199M
|
6.62K
$388K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.09K- 59.04% |
$56.6K - $63.3K
|
759
$44.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
SELL
|
- |
-3.74K- 3.15% |
$194K - $216K
|
115K
$6.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-49- 5.97% |
$2.54K - $2.84K
|
772
$45.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-140- 0.6% |
$7.25K - $8.1K
|
23.3K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
74.8K+ 92.98% |
$3.87M - $4.33M
|
155K
$9.11M
|
|