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 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.04K+ 81.52% |
$424K - $466K
|
20.1K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.33K+ 31.99% |
$250K - $275K
|
22K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.29K+ 37.42% |
$108K - $118K
|
8.42K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
137New |
$6.43K - $7.07K
|
137
$6.93K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.75KNew |
$82.1K - $90.3K
|
1.75K
$88.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.67KNew |
$360K - $396K
|
7.67K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.81K+ 10.04% |
$85.1K - $93.6K
|
19.9K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
39.1KNew |
$1.83M - $2.02M
|
39.1K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-853- 17.06% |
$40K - $44K
|
4.15K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.88KNew |
$370K - $407K
|
7.88K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
800+ 80.16% |
$37.6K - $41.3K
|
1.8K
$90.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
719+ 4.47% |
$33.7K - $37.1K
|
16.8K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5KNew |
$235K - $258K
|
5K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.53K+ 9.07% |
$307K - $337K
|
78.5K
$3.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
42.4K+ 26.66% |
$1.99M - $2.19M
|
202K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.6K+ 30.58% |
$590K - $649K
|
53.7K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-955- 0.18% |
$44.8K - $49.3K
|
544K
$27.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.19KNew |
$338K - $371K
|
7.19K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.1K- 99.9% |
$1.98M - $2.17M
|
42
$2.12K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
115New |
$5.4K - $5.94K
|
115
$5.82K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.56K- 3.7% |
$120K - $132K
|
66.7K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 167.86% |
$774K - $852K
|
26.3K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
22.3K+ 14.44% |
$1.05M - $1.15M
|
177K
$8.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.37K+ 36.8% |
$393K - $432K
|
31.1K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
53+ 0.15% |
$2.49K - $2.74K
|
35K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.58K+ 14.76% |
$121K - $133K
|
20.1K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
7.59KNew |
$356K - $392K
|
7.59K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-193- 0.45% |
$9.06K - $9.96K
|
42.6K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
89+ 61.81% |
$4.18K - $4.59K
|
233
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60- 1.08% |
$2.82K - $3.1K
|
5.5K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.8K- 15.38% |
$131K - $144K
|
15.4K
$778K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
41+ 0.83% |
$1.92K - $2.12K
|
5K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
342New |
$16.1K - $17.7K
|
342
$17.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.46K+ 1.48% |
$115K - $127K
|
168K
$8.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.67K- 1.37% |
$78.6K - $86.4K
|
121K
$6.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.18K- 24.21% |
$102K - $113K
|
6.84K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$141 - $155
|
7.59K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
22.1KNew |
$1.04M - $1.14M
|
22.1K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
18+ 0.11% |
$845 - $929
|
17K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 3.72% |
$56.4K - $62K
|
31.1K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
166KNew |
$7.79M - $8.57M
|
166K
$8.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-115- 2.06% |
$5.4K - $5.94K
|
5.47K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.13K+ 13.81% |
$288K - $317K
|
50.6K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.77K- 18.26% |
$271K - $298K
|
25.8K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.22K- 11.99% |
$57.2K - $62.9K
|
8.95K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$46.9 - $51.6
|
6.67K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.56K+ 36.85% |
$73K - $80.3K
|
5.78K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
636+ 6.91% |
$29.9K - $32.8K
|
9.85K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.17% |
$516 - $568
|
6.59K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.85K- 4.52% |
$86.8K - $95.5K
|
39K
$1.97M
|