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 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13KNew |
$532K - $678K
|
13K
$690K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
14.6K+ 2.69% |
$596K - $758K
|
555K
$29.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
27.8K+ 329.03% |
$1.14M - $1.45M
|
36.2K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.95K+ 54.96% |
$284K - $362K
|
19.6K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.11K+ 5.98% |
$45.3K - $57.7K
|
19.6K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.1K+ 71.04% |
$455K - $579K
|
26.7K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-964- 15.4% |
$39.5K - $50.2K
|
5.3K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.68KNew |
$355K - $452K
|
8.68K
$461K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-710- 5.85% |
$29.1K - $37K
|
11.4K
$607K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.68KNew |
$355K - $452K
|
8.68K
$461K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.33K+ 52.85% |
$177K - $226K
|
12.5K
$665K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-55- 0.54% |
$2.25K - $2.87K
|
10.1K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.41K- 5.25% |
$57.7K - $73.5K
|
25.4K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
9.08K+ 5.6% |
$372K - $473K
|
171K
$9.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.2% |
$409 - $521
|
4.99K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
60+ 1.01% |
$2.46K - $3.13K
|
6K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
200New |
$8.19K - $10.4K
|
200
$10.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
147KNew |
$6.02M - $7.66M
|
147K
$7.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
57+ 0.89% |
$2.33K - $2.97K
|
6.44K
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.81K- 8.04% |
$73.9K - $94K
|
20.7K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
299K+ 105.64% |
$12.2M - $15.6M
|
582K
$30.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-44- 0.72% |
$1.8K - $2.29K
|
6.07K
$322K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 48.14% |
$135K - $172K
|
10.2K
$539K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.96K+ 86.19% |
$326K - $414K
|
17.2K
$912K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-634- 0.45% |
$26K - $33K
|
139K
$7.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.76K+ 1.27% |
$154K - $196K
|
299K
$15.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.3KNew |
$258K - $328K
|
6.3K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
663New |
$27.1K - $34.5K
|
663
$35.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
40.3K+ 84.04% |
$1.65M - $2.1M
|
88.2K
$4.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.51K+ 4.23% |
$226K - $287K
|
136K
$7.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
45+ 45.0% |
$1.84K - $2.34K
|
145
$7.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.47K- 15.72% |
$388K - $493K
|
50.8K
$2.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14K- 6.32% |
$574K - $731K
|
208K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-52.2K- 9.81% |
$2.14M - $2.72M
|
480K
$25.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.43K+ 11.61% |
$304K - $387K
|
71.4K
$3.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-22K- 28.63% |
$902K - $1.15M
|
54.9K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-632- 4.7% |
$25.9K - $32.9K
|
12.8K
$680K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.93K+ 22.83% |
$161K - $205K
|
21.1K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.33KNew |
$300K - $382K
|
7.33K
$389K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
4.39K+ 1.94% |
$180K - $229K
|
230K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
215+ 2.93% |
$8.8K - $11.2K
|
7.56K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
1.71K+ 4.91% |
$69.9K - $89K
|
36.5K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-102- 6.42% |
$4.18K - $5.31K
|
1.49K
$79K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.56K- 12.97% |
$268K - $342K
|
44K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.83K- 17.4% |
$239K - $304K
|
27.7K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.83K+ 6.79% |
$279K - $356K
|
107K
$5.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.37K+ 18.62% |
$96.9K - $123K
|
15.1K
$800K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 44.59% |
$1.9M - $2.41M
|
150K
$7.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.2K- 42.72% |
$213K - $271K
|
6.97K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.6K+ 3.88% |
$188K - $240K
|
123K
$6.53M
|