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 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 97.54% |
$449K - $502K
|
17.6K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
7.07K+ 13.62% |
$366K - $410K
|
59K
$3.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
45.6K+ 13.77% |
$2.36M - $2.64M
|
377K
$22.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
980+ 2.06% |
$50.7K - $56.7K
|
48.5K
$2.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 4.58% |
$311 - $347
|
125
$7.33K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.55KNew |
$494K - $553K
|
9.55K
$560K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.04K- 1.35% |
$209K - $234K
|
295K
$17.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
49+ 0.27% |
$2.54K - $2.84K
|
18K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
12+ 0.16% |
$621 - $695
|
7.57K
$444K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-11- 15.71% |
$570 - $637
|
59
$3.46K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-338Closed |
$17.5K - $19.6K
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.6KNew |
$394K - $440K
|
7.6K
$446K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
84.1K+ 125.43% |
$4.36M - $4.87M
|
151K
$8.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-699- 2.97% |
$36.2K - $40.5K
|
22.9K
$1.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.3K- 2.21% |
$67.1K - $75K
|
57.3K
$3.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.17% |
$51.8 - $57.9
|
604
$35.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.17K- 5.77% |
$164K - $183K
|
51.7K
$3.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
438K+ 82.9% |
$22.7M - $25.3M
|
966K
$56.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
23.2K+ 64.02% |
$1.2M - $1.34M
|
59.4K
$3.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.75K+ 3.38% |
$142K - $159K
|
83.9K
$4.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.94KNew |
$411K - $460K
|
7.94K
$466K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-568- 58.38% |
$29.4K - $32.9K
|
405
$23.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.68K+ 10.2% |
$139K - $155K
|
29K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-863- 13.69% |
$44.7K - $50K
|
5.44K
$319K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-260- 1.37% |
$13.5K - $15.1K
|
18.7K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1K+ 16.68% |
$51.8K - $57.9K
|
7K
$411K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.7K- 8.56% |
$863K - $965K
|
178K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.7K+ 5.43% |
$87.8K - $98.2K
|
32.9K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.43K+ 31.52% |
$333K - $372K
|
26.8K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9.06KNew |
$469K - $524K
|
9.06K
$531K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
320+ 0.35% |
$16.6K - $18.5K
|
90.6K
$5.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
218K+ 116.46% |
$11.3M - $12.6M
|
404K
$23.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
816+ 11.28% |
$42.3K - $47.2K
|
8.05K
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.15K+ 5.89% |
$111K - $124K
|
38.6K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
194K+ 387.79% |
$10M - $11.2M
|
244K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.13K+ 1.03% |
$110K - $123K
|
210K
$12.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 7.92% |
$1.05M - $1.17M
|
276K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
703+ 6.08% |
$36.4K - $40.7K
|
12.3K
$719K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
45.4K+ 78.15% |
$2.35M - $2.63M
|
103K
$6.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.18K+ 7.0% |
$164K - $184K
|
48.5K
$2.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
104+ 0.69% |
$5.39K - $6.02K
|
15.2K
$892K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
54+ 23.79% |
$2.8K - $3.13K
|
281
$16.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.83KNew |
$198K - $221K
|
3.83K
$224K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.7KNew |
$347K - $388K
|
6.7K
$393K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-650- 43.68% |
$33.7K - $37.6K
|
838
$49.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-32.6K- 74.22% |
$1.69M - $1.89M
|
11.3K
$665K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
215+ 1.32% |
$11.1K - $12.4K
|
16.5K
$966K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.29K+ 4.02% |
$66.6K - $74.5K
|
33.3K
$1.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.96K+ 6.17% |
$257K - $287K
|
85.3K
$5M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.8K+ 65.85% |
$558K - $623K
|
27.1K
$1.59M
|
|