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 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
76.5K+ 1049.27% |
$3.59M - $3.95M
|
83.8K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.27K+ 1.44% |
$200K - $220K
|
301K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.45K+ 2.05% |
$68K - $74.8K
|
72.1K
$3.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.68K+ 14.47% |
$313K - $345K
|
52.8K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.06K+ 3.18% |
$49.9K - $54.9K
|
34.5K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
13+ 0.18% |
$610 - $671
|
7.23K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-361- 7.05% |
$16.9K - $18.6K
|
4.76K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.49K+ 37.65% |
$258K - $283K
|
20.1K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.28K+ 50.2% |
$248K - $272K
|
15.8K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
49+ 0.14% |
$2.3K - $2.53K
|
33.9K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
5.98K+ 7.32% |
$281K - $309K
|
87.6K
$4.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.67K+ 6.21% |
$266K - $293K
|
96.9K
$4.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
16.5K+ 17.28% |
$772K - $849K
|
112K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
690New |
$32.4K - $35.6K
|
690
$34.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.1K+ 3.35% |
$616K - $677K
|
405K
$20.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.14% |
$46.9 - $51.6
|
692
$35K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-33.1K- 67.06% |
$1.55M - $1.71M
|
16.3K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
398+ 8.84% |
$18.7K - $20.5K
|
4.9K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.86K- 7.48% |
$322K - $354K
|
84.8K
$4.29M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
26.9KNew |
$1.26M - $1.39M
|
26.9K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
38.1KNew |
$1.79M - $1.97M
|
38.1K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
603New |
$28.3K - $31.1K
|
603
$30.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12+ 0.07% |
$563 - $619
|
17.5K
$886K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
497+ 2.0% |
$23.3K - $25.7K
|
25.3K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-143K- 77.06% |
$6.72M - $7.4M
|
42.6K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 0.18% |
$704 - $774
|
8.17K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-6.36K- 23.31% |
$298K - $328K
|
20.9K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
420+ 4.89% |
$19.7K - $21.7K
|
9.02K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-461- 6.14% |
$21.6K - $23.8K
|
7.05K
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.4K- 0.31% |
$113K - $124K
|
772K
$39.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-415- 1.81% |
$19.5K - $21.4K
|
22.5K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.28K+ 9.28% |
$295K - $324K
|
74K
$3.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
8.37K+ 27.83% |
$393K - $432K
|
38.5K
$1.95M
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
481+ 2.05% |
$20.5K - $23.1K
|
24K
$1.21M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.47K+ 39.2% |
$105K - $119K
|
8.78K
$444K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
45.5K+ 24.32% |
$1.93M - $2.18M
|
232K
$11.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.03K+ 5.1% |
$129K - $145K
|
62.6K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5KNew |
$213K - $240K
|
5K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.86KNew |
$292K - $329K
|
6.86K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.1KNew |
$641K - $723K
|
15.1K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8.45KNew |
$359K - $405K
|
8.45K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-63.1K- 83.88% |
$2.68M - $3.03M
|
12.1K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-158- 21.01% |
$6.72K - $7.58K
|
594
$30K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
250+ 2.84% |
$10.6K - $12K
|
9.05K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$508K - $572K
|
11.9K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
600New |
$25.5K - $28.8K
|
600
$30.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.52K- 4.72% |
$64.8K - $73.1K
|
30.8K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 18.12% |
$52.9K - $59.6K
|
5.62K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.3KNew |
$183K - $206K
|
4.3K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-44.3K- 61.95% |
$1.88M - $2.13M
|
27.2K
$1.38M
|
|