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 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$141 - $155
|
7.59K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.25% |
$46.9 - $51.6
|
400
$17.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.14% |
$46.9 - $51.6
|
692
$29.9K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
336K+ 69.71% |
$14.3M - $16.1M
|
817K
$35.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
45.5K+ 24.32% |
$1.93M - $2.18M
|
232K
$10M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
38KNew |
$1.61M - $1.82M
|
38K
$1.64M
|
|
|
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
$57.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
31.3K+ 12.39% |
$1.33M - $1.5M
|
284K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
31.1KNew |
$1.32M - $1.49M
|
31.1K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.2KNew |
$989K - $1.11M
|
23.2K
$1M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
18.5K+ 218.72% |
$786K - $886K
|
26.9K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.1KNew |
$641K - $723K
|
15.1K
$651K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
14.5KNew |
$619K - $697K
|
14.5K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$508K - $572K
|
11.9K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7.92KNew |
$337K - $380K
|
7.92K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.86KNew |
$292K - $329K
|
6.86K
$296K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.74KNew |
$287K - $323K
|
6.74K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.39KNew |
$229K - $259K
|
5.39K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5KNew |
$213K - $240K
|
5K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.3KNew |
$183K - $206K
|
4.3K
$186K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.1KNew |
$132K - $149K
|
3.1K
$134K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.03K+ 5.1% |
$129K - $145K
|
62.6K
$2.7M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.75KNew |
$117K - $132K
|
2.75K
$119K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.68K+ 8.81% |
$71.3K - $80.3K
|
20.7K
$893K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 18.45% |
$65.9K - $74.4K
|
9.95K
$430K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 9.7% |
$59K - $66.6K
|
15.7K
$678K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
923+ 5.77% |
$39.3K - $44.3K
|
16.9K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
600New |
$25.5K - $28.8K
|
600
$25.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
536+ 0.51% |
$22.8K - $25.7K
|
106K
$4.59M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
481+ 2.05% |
$20.5K - $23.1K
|
24K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
446New |
$19K - $21.4K
|
446
$19.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
381New |
$16.2K - $18.3K
|
381
$16.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
310New |
$13.2K - $14.9K
|
310
$13.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
260+ 10.7% |
$11.1K - $12.5K
|
2.69K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
250+ 2.84% |
$10.6K - $12K
|
9.05K
$391K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
221+ 1.8% |
$9.4K - $10.6K
|
12.5K
$540K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
100+ 1.07% |
$4.25K - $4.8K
|
9.45K
$408K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 2.86% |
$3.19K - $3.6K
|
2.7K
$117K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25New |
$1.06K - $1.2K
|
25
$1.08K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 67.86% |
$808 - $911
|
47
$2.03K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.12% |
$42.5 - $48
|
819
$35.4K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
40.3KNew |
$1.6M - $1.86M
|
40.3K
$1.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
33.2KNew |
$1.32M - $1.53M
|
33.2K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
31KNew |
$1.24M - $1.43M
|
31K
$1.34M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
24.3KNew |
$969K - $1.12M
|
24.3K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$904K - $1.05M
|
22.7K
$980K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.4KNew |
$732K - $847K
|
18.4K
$793K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15.8KNew |
$629K - $728K
|
15.8K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.76KNew |
$309K - $358K
|
7.76K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.2KNew |
$287K - $332K
|
7.2K
$311K
|
|