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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
112K+ 11.44% |
$5.26M - $5.79M
|
1.09M
$55.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.4K+ 40.03% |
$1.01M - $1.11M
|
75K
$3.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
350+ 6.36% |
$16.4K - $18.1K
|
5.86K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
889+ 1.79% |
$41.7K - $45.9K
|
50.6K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 0.15% |
$422 - $465
|
5.86K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.43K+ 0.76% |
$67.1K - $73.8K
|
191K
$9.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.81K+ 45.55% |
$132K - $145K
|
8.98K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.25% |
$46.9 - $51.6
|
400
$20.2K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
174KNew |
$8.19M - $9M
|
174K
$8.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.64K+ 32.54% |
$76.9K - $84.6K
|
6.67K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.02K+ 1.7% |
$377K - $414K
|
479K
$24.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.23K+ 16.97% |
$57.5K - $63.3K
|
8.45K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.35K- 70.29% |
$157K - $173K
|
1.42K
$71.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.1KNew |
$1.04M - $1.14M
|
22.1K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
798+ 5.78% |
$37.5K - $41.2K
|
14.6K
$739K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
368+ 3.01% |
$17.3K - $19K
|
12.6K
$637K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
71+ 6.48% |
$3.33K - $3.67K
|
1.17K
$59K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.16KNew |
$54.5K - $59.9K
|
1.16K
$58.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
73KNew |
$3.43M - $3.77M
|
73K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-289- 6.48% |
$13.6K - $14.9K
|
4.17K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-500- 4.38% |
$23.5K - $25.8K
|
10.9K
$552K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.62K+ 6.45% |
$76.2K - $83.8K
|
26.8K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.85K+ 46.58% |
$134K - $147K
|
8.97K
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.41KNew |
$395K - $434K
|
8.41K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
266KNew |
$12.5M - $13.7M
|
266K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.9K- 3.4% |
$230K - $253K
|
139K
$7.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
190K+ 66.46% |
$8.93M - $9.82M
|
476K
$24.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
600New |
$28.2K - $31K
|
600
$30.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
177KNew |
$8.31M - $9.14M
|
177K
$8.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-43K- 12.95% |
$2.02M - $2.22M
|
289K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
376+ 0.27% |
$17.6K - $19.4K
|
141K
$7.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.01K+ 0.81% |
$47.5K - $52.2K
|
126K
$6.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
50.3KNew |
$2.36M - $2.6M
|
50.3K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.79K+ 1.12% |
$84.1K - $92.5K
|
162K
$8.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 15.91% |
$176K - $193K
|
19.8K
$999K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
38.9K+ 21.9% |
$1.82M - $2.01M
|
216K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
717+ 9.86% |
$33.7K - $37K
|
7.99K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.31K- 8.79% |
$61.6K - $67.7K
|
13.6K
$689K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1- -0.0% |
$46.9 - $51.6
|
21.8K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.95K- 14.76% |
$91.5K - $101K
|
11.3K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-8- 8.42% |
$376 - $413
|
87
$4.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.07K+ 97.45% |
$50.3K - $55.3K
|
2.17K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
988+ 20.5% |
$46.4K - $51K
|
5.81K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-85- 1.45% |
$3.99K - $4.39K
|
5.76K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-617- 8.73% |
$29K - $31.8K
|
6.45K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
104KNew |
$4.87M - $5.35M
|
104K
$5.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7K+ 4.35% |
$328K - $361K
|
168K
$8.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
89.4K+ 8.23% |
$4.2M - $4.61M
|
1.17M
$59.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.45K- 4.37% |
$115K - $127K
|
53.7K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.7K+ 68.27% |
$598K - $657K
|
31.4K
$1.59M
|