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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.25K+ 4.84% |
$116K - $130K
|
48.7K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.4K+ 10.99% |
$800K - $894K
|
156K
$9.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26.7K+ 114.62% |
$1.38M - $1.54M
|
49.9K
$2.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
9.27KNew |
$480K - $537K
|
9.27K
$544K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.57KNew |
$185K - $206K
|
3.57K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
17.9K+ 91.38% |
$927K - $1.04M
|
37.5K
$2.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.13K+ 53.93% |
$214K - $239K
|
11.8K
$691K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
204K+ 138.78% |
$10.6M - $11.8M
|
351K
$20.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.94K+ 68.28% |
$359K - $402K
|
17.1K
$1M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.63K+ 15.02% |
$136K - $152K
|
20.1K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 2.36% |
$466 - $521
|
372
$21.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
676+ 193.14% |
$35K - $39.1K
|
1.03K
$60.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
8.58K+ 40.4% |
$444K - $497K
|
29.8K
$1.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.53K- 11.98% |
$79.4K - $88.8K
|
11.3K
$661K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.54KNew |
$235K - $263K
|
4.54K
$266K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
15.1K+ 98.87% |
$782K - $874K
|
30.4K
$1.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-39- 5.31% |
$2.02K - $2.26K
|
696
$40.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.97K+ 5.1% |
$257K - $288K
|
102K
$6M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-685- 2.54% |
$35.5K - $39.7K
|
26.3K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 2.94% |
$58.7K - $65.6K
|
37.4K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
54.9K+ 45.97% |
$2.84M - $3.18M
|
174K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.89K+ 17.77% |
$202K - $225K
|
25.8K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 6.47% |
$69.4K - $77.6K
|
22K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
82.4K+ 57.44% |
$4.27M - $4.77M
|
226K
$13.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
238+ 0.76% |
$12.3K - $13.8K
|
31.4K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12+ 0.1% |
$621 - $695
|
11.7K
$684K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.14K+ 27.68% |
$59.2K - $66.2K
|
5.27K
$309K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-1.56K- 7.99% |
$80.9K - $90.4K
|
18K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.43K+ 7.87% |
$74.2K - $83K
|
19.6K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.56K- 6.78% |
$80.6K - $90.1K
|
21.4K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
461+ 0.34% |
$23.9K - $26.7K
|
137K
$8.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-951- 4.66% |
$49.2K - $55.1K
|
19.4K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
6.02K+ 9.63% |
$312K - $349K
|
68.6K
$4.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-5.75K- 34.32% |
$298K - $333K
|
11K
$646K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62.2K- 12.9% |
$3.22M - $3.6M
|
420K
$24.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.16% |
$311 - $347
|
3.85K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-759- 3.59% |
$39.3K - $43.9K
|
20.4K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
876+ 6.4% |
$45.4K - $50.7K
|
14.6K
$854K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
349+ 4.07% |
$18.1K - $20.2K
|
8.91K
$523K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.4K+ 62.26% |
$331K - $370K
|
16.7K
$978K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$51.8 - $57.9
|
13.5K
$789K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.56K+ 3.53% |
$80.8K - $90.3K
|
45.7K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
239+ 4.95% |
$12.4K - $13.8K
|
5.07K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
364K+ 272.15% |
$18.8M - $21M
|
497K
$29.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.12% |
$518 - $579
|
8.23K
$483K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-40.7K- 66.71% |
$2.11M - $2.35M
|
20.3K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
240+ 6.09% |
$12.4K - $13.9K
|
4.18K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-8.28K- 1.72% |
$429K - $479K
|
472K
$27.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 0.89% |
$15.5K - $17.4K
|
34.2K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13K+ 202.0% |
$673K - $753K
|
19.4K
$1.14M
|
|