Blue Rock Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Blue Rock Wealth Management LLC

  • $118 Billion
  • Q1 2025

A detailed history of Blue Rock Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 11,400 shares of XLG stock, worth $581,058. This represents 0.44% of its overall portfolio holdings.

Number of Shares
11,400
Previous 8,400 35.71%
Holding current value
$581,058
Previous $420 Million 25.01%
% of portfolio
0.44%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
BUY
$45.72 - $51.73 $137,160 - $155,190
3,000 Added 35.71%
11,400 $525 Million
Q4 2024

Feb 14, 2025
BUY
$46.94 - $51.62 $394,296 - $433,608
8,400 New
8,400 $420 Million

Others Institutions Holding XLG

# of Institutions
553
Shares Held
119M
Call Options Held
20.1K
Put Options Held
5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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