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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
836+ 7.7% |
$34.2K - $43.6K
|
11.7K
$638K
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.04K- 4.66% |
$42.7K - $54.3K
|
21.3K
$1.16M
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-37.7K- 15.85% |
$1.54M - $1.96M
|
200K
$10.9M
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.83K+ 52.96% |
$157K - $200K
|
11.1K
$605K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.1K- 6.46% |
$742K - $944K
|
262K
$14.3M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-518K- 7.25% |
$21.2M - $27M
|
6.62M
$362M
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-394- 2.96% |
$16.1K - $20.5K
|
12.9K
$705K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.5K+ 6.42% |
$3.87M - $4.92M
|
1.57M
$85.6M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-422K- 22.04% |
$17.3M - $22M
|
1.49M
$81.6M
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-15K- 3.98% |
$614K - $782K
|
361K
$19.7M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.01K- 9.51% |
$41.2K - $52.4K
|
9.57K
$523K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 26.79% |
$160K - $204K
|
10.7K
$583K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
57.3KNew |
$2.35M - $2.99M
|
57.3K
$3.13M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-95.1K- 9.43% |
$3.9M - $4.96M
|
914K
$49.9M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 2.15% |
$51.1K - $65K
|
56.7K
$3.1M
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 0.69% |
$901 - $1.15K
|
3.19K
$174K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.35KNew |
$383K - $487K
|
9.35K
$511K
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25.1K+ 89.68% |
$1.03M - $1.31M
|
53K
$2.9M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.8K+ 1.71% |
$237K - $302K
|
345K
$18.9M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
97.7K+ 18.34% |
$4M - $5.09M
|
630K
$34.4M
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.89K+ 98.23% |
$282K - $359K
|
13.9K
$759K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.9K+ 648.76% |
$364K - $464K
|
10.3K
$561K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.15K- 4.23% |
$87.9K - $112K
|
48.6K
$2.66M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.72K+ 230.67% |
$275K - $350K
|
9.63K
$526K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.23K+ 0.18% |
$173K - $220K
|
2.3M
$125M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.56K+ 68.94% |
$146K - $186K
|
8.73K
$477K
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-961- 9.13% |
$39.3K - $50.1K
|
9.57K
$523K
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
4.12KNew |
$169K - $215K
|
4.12K
$225K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.4K+ 3.59% |
$1.12M - $1.43M
|
792K
$43.2M
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
26.9KNew |
$1.1M - $1.4M
|
26.9K
$1.47M
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
948+ 82.72% |
$38.8K - $49.4K
|
2.09K
$114K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
294K+ 9.01% |
$12.1M - $15.3M
|
3.56M
$195M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.1K+ 2.42% |
$86.1K - $110K
|
89.2K
$4.87M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-282K- 6.65% |
$11.5M - $14.7M
|
3.96M
$216M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.91K+ 21.28% |
$242K - $308K
|
33.7K
$1.84M
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
54.9K+ 597.63% |
$2.25M - $2.86M
|
64K
$3.5M
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.16K+ 5.99% |
$47.7K - $60.6K
|
20.6K
$1.13M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.49K+ 9.9% |
$61.1K - $77.7K
|
16.6K
$905K
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
891+ 19.44% |
$36.5K - $46.4K
|
5.47K
$299K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.5K+ 31.68% |
$2.15M - $2.73M
|
218K
$11.9M
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-404- 5.12% |
$16.5K - $21K
|
7.48K
$409K
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.3K+ 13.63% |
$94K - $120K
|
19.1K
$1.05M
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.78K- 7.82% |
$278K - $353K
|
79.9K
$4.36M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
588K+ 25.81% |
$24.1M - $30.6M
|
2.87M
$157M
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
62.6KNew |
$2.56M - $3.26M
|
62.6K
$3.42M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106K+ 48.91% |
$4.34M - $5.52M
|
322K
$17.6M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-37.7K- 88.51% |
$1.55M - $1.97M
|
4.9K
$268K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700+ 14.0% |
$28.7K - $36.5K
|
5.7K
$311K
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
16K+ 11.81% |
$654K - $832K
|
151K
$8.26M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.1KNew |
$413K - $525K
|
10.1K
$550K
|