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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.02K+ 26.66% |
$142K - $156K
|
14.4K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.96K+ 0.77% |
$139K - $153K
|
387K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.95K+ 1.07% |
$139K - $152K
|
278K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.85K+ 46.58% |
$134K - $147K
|
8.97K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.81K+ 45.55% |
$132K - $145K
|
8.98K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.68K+ 4.49% |
$126K - $138K
|
62.4K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.58K+ 14.76% |
$121K - $133K
|
20.1K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.38K+ 16.47% |
$112K - $123K
|
16.8K
$726K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.29K+ 37.42% |
$108K - $118K
|
8.42K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 78.23% |
$104K - $114K
|
5.03K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2K+ 28.17% |
$93.9K - $103K
|
9.1K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.81K+ 10.04% |
$85.1K - $93.6K
|
19.9K
$859K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.79K+ 1.12% |
$84.1K - $92.5K
|
162K
$7M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.76K+ 3.72% |
$82.7K - $90.9K
|
49.1K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.75KNew |
$82.1K - $90.3K
|
1.75K
$75.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.73K+ 7.2% |
$81.3K - $89.4K
|
25.8K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.64K+ 32.54% |
$76.9K - $84.6K
|
6.67K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.63K+ 16.61% |
$76.5K - $84.1K
|
11.4K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.62K+ 6.45% |
$76.2K - $83.8K
|
26.8K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.55K+ 5.04% |
$72.8K - $80.1K
|
32.3K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.45K+ 2.05% |
$68K - $74.8K
|
72.1K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.43K+ 0.76% |
$67.1K - $73.8K
|
191K
$8.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 9.87% |
$66.5K - $73.1K
|
15.8K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.37KNew |
$64.3K - $70.7K
|
1.37K
$59.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.34K+ 16.99% |
$62.9K - $69.2K
|
9.23K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.28K+ 10.95% |
$60.2K - $66.2K
|
13K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.25K+ 28.33% |
$58.8K - $64.6K
|
5.67K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.24K+ 1.12% |
$58.3K - $64.1K
|
112K
$4.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.24K+ 26.44% |
$58.3K - $64.1K
|
5.94K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.23K+ 16.97% |
$57.5K - $63.3K
|
8.45K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.16KNew |
$54.5K - $59.9K
|
1.16K
$50.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$51.4K - $56.5K
|
1.1K
$47.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.07K+ 97.45% |
$50.3K - $55.3K
|
2.17K
$93.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.01K+ 0.81% |
$47.5K - $52.2K
|
126K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1K+ 4.81% |
$47.1K - $51.8K
|
21.9K
$945K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$46.9K - $51.6K
|
1K
$43.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$46.9K - $51.6K
|
1K
$43.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
988+ 20.5% |
$46.4K - $51K
|
5.81K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
975+ 14.23% |
$45.8K - $50.3K
|
7.83K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
939New |
$44.1K - $48.5K
|
939
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
904+ 3.88% |
$42.4K - $46.7K
|
24.2K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
889+ 1.79% |
$41.7K - $45.9K
|
50.6K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
820+ 1.42% |
$38.5K - $42.3K
|
58.6K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
800+ 80.16% |
$37.6K - $41.3K
|
1.8K
$77.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
798+ 5.78% |
$37.5K - $41.2K
|
14.6K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
719+ 4.47% |
$33.7K - $37.1K
|
16.8K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
690New |
$32.4K - $35.6K
|
690
$29.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
650+ 2.75% |
$30.5K - $33.6K
|
24.3K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
636New |
$29.9K - $32.8K
|
636
$27.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
635New |
$29.8K - $32.8K
|
635
$27.4K
|