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 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.03% |
$170 - $192
|
14K
$707K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.08K- 92.13% |
$45.8K - $51.7K
|
92
$4.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.1K- 6.79% |
$132K - $149K
|
42.6K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40- 13.33% |
$1.7K - $1.92K
|
260
$13.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
310New |
$13.2K - $14.9K
|
310
$15.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.7K+ 2.6% |
$243K - $273K
|
225K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7.92KNew |
$337K - $380K
|
7.92K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 18.45% |
$65.9K - $74.4K
|
9.95K
$503K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
446New |
$19K - $21.4K
|
446
$22.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
100+ 1.07% |
$4.25K - $4.8K
|
9.45K
$478K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-125- 1.45% |
$5.32K - $6K
|
8.53K
$431K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 67.86% |
$808 - $911
|
47
$2.38K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
923+ 5.77% |
$39.3K - $44.3K
|
16.9K
$856K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
31.3K+ 12.39% |
$1.33M - $1.5M
|
284K
$14.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
38KNew |
$1.61M - $1.82M
|
38K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-292K- 89.12% |
$12.4M - $14M
|
35.6K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
14.5KNew |
$619K - $697K
|
14.5K
$735K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.28K- 3.06% |
$54.6K - $61.6K
|
40.7K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
765+ 13.91% |
$32.5K - $36.7K
|
6.27K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.75KNew |
$117K - $132K
|
2.75K
$139K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.12% |
$42.5 - $48
|
819
$41.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
31.1KNew |
$1.32M - $1.49M
|
31.1K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 2.86% |
$3.19K - $3.6K
|
2.7K
$137K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
536+ 0.51% |
$22.8K - $25.7K
|
106K
$5.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-12.8K- 57.96% |
$545K - $614K
|
9.28K
$470K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
221+ 1.8% |
$9.4K - $10.6K
|
12.5K
$633K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 36.7% |
$1.7K - $1.92K
|
69
$3.49K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.2KNew |
$989K - $1.11M
|
23.2K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.77KNew |
$245K - $277K
|
5.77K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.1KNew |
$132K - $149K
|
3.1K
$157K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-74- 1.09% |
$3.15K - $3.55K
|
6.7K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-447- 95.51% |
$19K - $21.4K
|
21
$1.06K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.68K+ 8.81% |
$71.3K - $80.3K
|
20.7K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.1K+ 2.69% |
$1.49M - $1.68M
|
1.34M
$67.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
336K+ 69.71% |
$14.3M - $16.1M
|
817K
$41.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-437- 17.87% |
$18.6K - $21K
|
2.01K
$102K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.39KNew |
$229K - $259K
|
5.39K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-180- 1.74% |
$7.66K - $8.63K
|
10.2K
$515K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
260+ 10.7% |
$11.1K - $12.5K
|
2.69K
$136K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
381New |
$16.2K - $18.3K
|
381
$19.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25New |
$1.06K - $1.2K
|
25
$1.26K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-505- 91.82% |
$21.5K - $24.2K
|
45
$2.28K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.74KNew |
$287K - $323K
|
6.74K
$341K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-323- 1.68% |
$13.7K - $15.5K
|
18.9K
$957K
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-310K- 52.22% |
$13.2M - $14.9M
|
284K
$14.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.25K- 16.51% |
$53.2K - $60K
|
6.32K
$320K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 9.7% |
$59K - $66.6K
|
15.7K
$794K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 1.4% |
$5.1K - $5.76K
|
8.69K
$439K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.12KNew |
$204K - $236K
|
5.12K
$259K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
40.3KNew |
$1.6M - $1.86M
|
40.3K
$2.04M
|
|