Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XLG)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
29.4KNew |
$1.17M - $1.35M
|
29.4K
$1.38M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.79K- 7.49% |
$271K - $313K
|
83.9K
$3.93M
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-67.6K- 50.38% |
$2.69M - $3.12M
|
66.6K
$3.12M
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
33.1KNew |
$1.32M - $1.53M
|
33.1K
$1.55M
|
|
Q1 2024 | |||||||
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-100- 4.77% |
$3.7K - $4.23K
|
2K
$93.4K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
150K+ 464.03% |
$5.55M - $6.34M
|
182K
$8.54M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
71.4K+ 60.36% |
$2.64M - $3.02M
|
190K
$8.89M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102KClosed |
$3.76M - $4.3M
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.16KNew |
$265K - $303K
|
7.16K
$335K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.4K- 2.37% |
$163K - $186K
|
181K
$8.49M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
183New |
$6.77K - $7.74K
|
183
$8.57K
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-13.5KClosed |
$501K - $573K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11KNew |
$407K - $466K
|
11K
$516K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.84K+ 15.97% |
$68.1K - $77.8K
|
13.4K
$626K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 2.6% |
$3.83M - $4.38M
|
4.09M
$192M
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.34K+ 13.03% |
$161K - $184K
|
37.7K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
103K+ 3.77% |
$3.81M - $4.35M
|
2.84M
$133M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.2K- 4.22% |
$340K - $389K
|
209K
$9.79M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 61.28% |
$3.86M - $4.41M
|
275K
$12.9M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-365K- 97.39% |
$13.5M - $15.4M
|
9.76K
$457K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 1.01% |
$40.7K - $46.6K
|
110K
$5.15M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-48K- 57.83% |
$1.78M - $2.03M
|
35K
$1.64M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.78K- 7.85% |
$140K - $160K
|
44.4K
$2.08M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
54.4KNew |
$2.01M - $2.3M
|
54.4K
$2.55M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
353K+ 37.71% |
$13M - $14.9M
|
1.29M
$60.3M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.2K- 1.08% |
$1.45M - $1.66M
|
3.57M
$167M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.3KNew |
$715K - $817K
|
19.3K
$905K
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
95.6KNew |
$3.54M - $4.04M
|
95.6K
$4.48M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-702- 2.87% |
$26K - $29.7K
|
23.8K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
95New |
$3.52K - $4.02K
|
95
$4.45K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
7.59K+ 61.24% |
$281K - $321K
|
20K
$936K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
423+ 3.18% |
$15.7K - $17.9K
|
13.7K
$642K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 0.27% |
$814 - $930
|
8.12K
$381K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-60.9K- 24.68% |
$2.26M - $2.58M
|
186K
$8.71M
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-976- 10.58% |
$36.1K - $41.3K
|
8.25K
$386K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.8K+ 1800.0% |
$66.6K - $76.1K
|
1.9K
$89K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
67.3KNew |
$2.49M - $2.85M
|
67.3K
$3.15M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
82.7K+ 584.49% |
$3.06M - $3.5M
|
96.9K
$4.54M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
90New |
$3.33K - $3.81K
|
90
$4.22K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
525K+ 70.08% |
$19.4M - $22.2M
|
1.27M
$59.7M
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.79K+ 5.11% |
$288K - $329K
|
160K
$7.5M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
201KNew |
$7.45M - $8.51M
|
201K
$9.43M
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
400+ 2.7% |
$14.8K - $16.9K
|
15.2K
$712K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
138K+ 1266.39% |
$5.1M - $5.83M
|
149K
$6.97M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.0% |
$37 - $42.3
|
101
$4.73K
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.69KNew |
$210K - $241K
|
5.69K
$266K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
265K+ 2582.79% |
$9.79M - $11.2M
|
275K
$12.9M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
139KNew |
$5.15M - $5.88M
|
139K
$6.51M
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.15KNew |
$228K - $260K
|
6.15K
$288K
|