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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
166New |
$6.8K - $8.65K
|
166
$9.74K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
142New |
$5.81K - $7.4K
|
142
$8.33K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
118New |
$4.83K - $6.15K
|
118
$6.92K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
74New |
$3.03K - $3.86K
|
74
$4.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 0.72% |
$2.46K - $3.13K
|
8.42K
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
60New |
$2.46K - $3.13K
|
60
$3.52K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
45+ 45.0% |
$1.84K - $2.34K
|
145
$8.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
38New |
$1.56K - $1.98K
|
38
$2.23K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11New |
$450 - $573
|
11
$645
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
282K+ 792.46% |
$12.9M - $14.6M
|
318K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
207KNew |
$9.46M - $10.7M
|
207K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
73.8K+ 507.32% |
$3.37M - $3.82M
|
88.3K
$5.18M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.4K+ 233.72% |
$1.94M - $2.19M
|
60.5K
$3.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
39.6KNew |
$1.81M - $2.05M
|
39.6K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
17.1KNew |
$780K - $882K
|
17.1K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.7KNew |
$673K - $761K
|
14.7K
$863K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$634K - $717K
|
13.9K
$813K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$471K - $533K
|
10.3K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.57KNew |
$392K - $443K
|
8.57K
$502K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
6.86KNew |
$314K - $355K
|
6.86K
$403K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.56KNew |
$254K - $288K
|
5.56K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.88KNew |
$223K - $252K
|
4.88K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.67K+ 23.26% |
$214K - $242K
|
24.8K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$210K - $238K
|
4.6K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.74KNew |
$125K - $142K
|
2.74K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.6KNew |
$119K - $134K
|
2.6K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45K+ 5.91% |
$66.2K - $75K
|
26K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
600New |
$27.4K - $31K
|
600
$35.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
476New |
$21.8K - $24.6K
|
476
$27.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
266New |
$12.2K - $13.8K
|
266
$15.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
248New |
$11.3K - $12.8K
|
248
$14.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
239New |
$10.9K - $12.4K
|
239
$14K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$9.14K - $10.3K
|
200
$11.7K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
115New |
$5.26K - $5.95K
|
115
$6.74K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
107+ 1.8% |
$4.89K - $5.54K
|
6.05K
$355K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
79New |
$3.61K - $4.09K
|
79
$4.63K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
78New |
$3.57K - $4.03K
|
78
$4.57K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26New |
$1.19K - $1.34K
|
26
$1.52K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
21New |
$960 - $1.09K
|
21
$1.23K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
19New |
$869 - $983
|
19
$1.11K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$549 - $621
|
12
$704
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
10+ 16.39% |
$457 - $517
|
71
$4.16K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.52% |
$45.7 - $51.7
|
67
$3.93K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
177KNew |
$8.31M - $9.14M
|
177K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
108K+ 105.38% |
$5.09M - $5.59M
|
211K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
74.3K+ 537.0% |
$3.49M - $3.84M
|
88.1K
$5.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
67.8K+ 202.8% |
$3.18M - $3.5M
|
101K
$5.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
50.3KNew |
$2.36M - $2.6M
|
50.3K
$2.95M
|
|