Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XLG)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.37K+ 36.8% |
$393K - $432K
|
31.1K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.07K+ 46.99% |
$379K - $416K
|
25.2K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.02K+ 1.7% |
$377K - $414K
|
479K
$20.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.88KNew |
$370K - $407K
|
7.88K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.68KNew |
$360K - $396K
|
7.68K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.67KNew |
$360K - $396K
|
7.67K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
7.59KNew |
$356K - $392K
|
7.59K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.03KNew |
$330K - $363K
|
7.03K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7K+ 4.35% |
$328K - $361K
|
168K
$7.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
6.9KNew |
$324K - $356K
|
6.9K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.89K+ 1767.44% |
$324K - $356K
|
7.28K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.86K+ 11.94% |
$322K - $354K
|
64.3K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.78K+ 5.22% |
$318K - $350K
|
137K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.68K+ 14.47% |
$313K - $345K
|
52.8K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.13K+ 78.68% |
$288K - $316K
|
13.9K
$601K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.12KNew |
$287K - $316K
|
6.12K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.98KNew |
$281K - $309K
|
5.98K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
5.98K+ 7.32% |
$281K - $309K
|
87.6K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.92KNew |
$278K - $305K
|
5.92K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.71K+ 318.36% |
$268K - $294K
|
7.5K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.67K+ 6.21% |
$266K - $293K
|
96.9K
$4.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.65K+ 23.73% |
$265K - $292K
|
29.5K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.37KNew |
$252K - $277K
|
5.37K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.18K+ 18.36% |
$243K - $267K
|
33.4K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.08K+ 26.12% |
$239K - $262K
|
24.5K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.01K+ 14.29% |
$235K - $259K
|
40.1K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5KNew |
$235K - $258K
|
5K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.89K+ 2.55% |
$230K - $252K
|
197K
$8.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.8K+ 3.41% |
$225K - $248K
|
145K
$6.28M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.74KNew |
$222K - $244K
|
4.74K
$205K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.66KNew |
$219K - $241K
|
4.66K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.65KNew |
$218K - $240K
|
4.65K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.56K+ 72.8% |
$214K - $235K
|
10.8K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4.41K+ 14.81% |
$207K - $227K
|
34.2K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.3KNew |
$202K - $222K
|
4.3K
$186K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.29KNew |
$202K - $222K
|
4.29K
$185K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.27K+ 1.44% |
$200K - $220K
|
301K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.21KNew |
$198K - $217K
|
4.21K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.12KNew |
$193K - $213K
|
4.12K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.09KNew |
$192K - $211K
|
4.09K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.01KNew |
$188K - $207K
|
4.01K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4KNew |
$188K - $206K
|
4K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.8K+ 14.31% |
$178K - $196K
|
30.3K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.75K+ 51.28% |
$176K - $193K
|
11.1K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.74K+ 4.66% |
$175K - $193K
|
84K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.4K+ 5.64% |
$160K - $176K
|
63.7K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.37K+ 10.76% |
$158K - $174K
|
34.7K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
3.29KNew |
$154K - $170K
|
3.29K
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
3.11K+ 1.28% |
$146K - $160K
|
245K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.1K+ 32.35% |
$145K - $160K
|
12.7K
$547K
|