Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 56,014 shares of XLG stock, worth $2.65 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
56,014
Previous 56,048 0.06%
Holding current value
$2.65 Million
Previous $2.36 Million 8.51%
% of portfolio
0.35%
Previous 0.31%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$39.84 - $46.12 $1,354 - $1,568
-34 Reduced 0.06%
56,014 $2.56 Million
Q1 2024

Apr 30, 2024
BUY
$37.01 - $42.29 $21,576 - $24,655
583 Added 1.05%
56,048 $2.36 Million
Q4 2023

Jan 31, 2024
SELL
$32.87 - $37.84 $124,445 - $143,262
-3,786 Reduced 6.39%
55,465 $2.09 Million
Q3 2023

Oct 13, 2023
BUY
$33.8 - $354.35 $1.8 Million - $18.9 Million
53,293 Added 894.48%
59,251 $2.01 Million
Q2 2023

Jul 25, 2023
SELL
$308.25 - $349.73 $46,545 - $52,809
-151 Reduced 2.47%
5,958 $2.08 Million
Q1 2023

Apr 20, 2023
BUY
$271.59 - $310.52 $271 - $310
1 Added 0.02%
6,109 $1.9 Million
Q4 2022

Feb 02, 2023
SELL
$26.66 - $298.01 $2,666 - $29,801
-100 Reduced 1.61%
6,108 $1.69 Million
Q3 2022

Oct 18, 2022
SELL
$26.92 - $327.14 $511 - $6,215
-19 Reduced 0.31%
6,208 $1.67 Million
Q1 2022

Apr 29, 2022
BUY
$318.41 - $373.67 $318 - $373
1 Added 0.02%
6,227 $2.19 Million
Q3 2021

Nov 15, 2021
BUY
$327.01 - $348.95 $327 - $348
1 Added 0.02%
6,226 $2.06 Million
Q1 2021

May 04, 2021
SELL
$281.0 - $299.29 $6,463 - $6,883
-23 Reduced 0.37%
6,225 $1.85 Million
Q4 2020

Feb 01, 2021
BUY
$252.63 - $285.66 $25,263 - $28,566
100 Added 1.63%
6,248 $1.78 Million
Q3 2020

Nov 03, 2020
BUY
$240.17 - $284.19 $240 - $284
1 Added 0.02%
6,148 $1.61 Million
Q2 2020

Jul 30, 2020
BUY
$188.01 - $242.75 $40,986 - $52,919
218 Added 3.68%
6,147 $1.46 Million
Q1 2020

Apr 29, 2020
SELL
$171.98 - $248.68 $15,650 - $22,629
-91 Reduced 1.51%
5,929 $1.16 Million
Q4 2019

Feb 27, 2020
BUY
$206.54 - $234.46 $953,182 - $1.08 Million
4,615 Added 328.47%
6,020 $1.41 Million
Q4 2019

Jan 27, 2020
SELL
$206.54 - $234.46 $953,182 - $1.08 Million
-4,615 Reduced 76.66%
1,405 $1.41 Million
Q3 2019

Oct 28, 2019
SELL
$203.56 - $217.27 $40,712 - $43,454
-200 Reduced 3.22%
6,020 $1.28 Million
Q2 2019

Aug 02, 2019
SELL
$195.37 - $212.95 $12,699 - $13,841
-65 Reduced 1.03%
6,220 $1.31 Million
Q1 2019

May 15, 2019
SELL
$175.28 - $204.99 $44,871 - $52,477
-256 Reduced 3.91%
6,285 $1.28 Million
Q4 2018

Feb 08, 2019
BUY
$167.99 - $210.7 $1.1 Million - $1.38 Million
6,541 New
6,541 $1.18 Million

Others Institutions Holding XLG

# of Institutions
400
Shares Held
66.7M
Call Options Held
47.5K
Put Options Held
45.5K
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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