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 |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
335+ 4.44% |
$14.3K - $16.1K
|
7.89K
$373K
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.24K- 13.45% |
$180K - $203K
|
27.3K
$1.29M
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
11+ 0.06% |
$468 - $528
|
17K
$804K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
38.3K+ 130.43% |
$1.63M - $1.84M
|
67.7K
$3.2M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 1.4% |
$5.1K - $5.76K
|
8.69K
$410K
|
|
Q2 2024 | |||||||
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-7.67KClosed |
$305K - $354K
|
0
$0
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.64K+ 4.1% |
$344K - $398K
|
219K
$10.4M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.31K- 12.74% |
$132K - $153K
|
22.7K
$1.07M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.2KNew |
$87.6K - $101K
|
2.2K
$104K
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
87KNew |
$3.47M - $4.01M
|
87K
$4.11M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50New |
$1.99K - $2.31K
|
50
$2.36K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.1K+ 37.9% |
$2.75M - $3.19M
|
251K
$11.9M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
178+ 3.48% |
$7.09K - $8.21K
|
5.29K
$250K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-650- 2.08% |
$25.9K - $30K
|
30.7K
$1.45M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.79K+ 32.19% |
$151K - $175K
|
15.6K
$735K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
24.3KNew |
$969K - $1.12M
|
24.3K
$1.15M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.31KNew |
$251K - $291K
|
6.31K
$298K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
33.2KNew |
$1.32M - $1.53M
|
33.2K
$1.57M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
415+ 2.08% |
$16.5K - $19.1K
|
20.4K
$963K
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
382KNew |
$15.2M - $17.6M
|
382K
$18.1M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8K+ 104.46% |
$590K - $683K
|
29K
$1.37M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.2K+ 30.66% |
$3.36M - $3.89M
|
359K
$17M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.7K+ 3.83% |
$147K - $171K
|
100K
$4.74M
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
6.27KNew |
$250K - $289K
|
6.27K
$296K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.12K+ 11.55% |
$204K - $236K
|
49.5K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.4K+ 230.69% |
$812K - $940K
|
29.2K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.2K- 6.55% |
$486K - $562K
|
174K
$8.21M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.02% |
$120 - $138
|
17.6K
$833K
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
260KNew |
$10.4M - $12M
|
260K
$12.3M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-71.9K- 39.68% |
$2.86M - $3.32M
|
109K
$5.16M
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
21+ 0.21% |
$837 - $969
|
10.1K
$477K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
316K+ 8.84% |
$12.6M - $14.6M
|
3.89M
$184M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.97KNew |
$198K - $229K
|
4.97K
$235K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39K+ 1.38% |
$1.56M - $1.8M
|
2.88M
$136M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38KNew |
$1.51M - $1.75M
|
38K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.17KNew |
$46.6K - $53.9K
|
1.17K
$55.2K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.6KNew |
$460K - $533K
|
11.6K
$546K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18K+ 912.18% |
$716K - $829K
|
19.9K
$942K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.12% |
$39.8 - $46.1
|
818
$38.6K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$402K - $465K
|
10.1K
$477K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
71.5KNew |
$2.85M - $3.3M
|
71.5K
$3.38M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.43K+ 4.44% |
$96.6K - $112K
|
57K
$2.69M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-282K- 4.96% |
$11.2M - $13M
|
5.39M
$255M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.46K- 63.5% |
$337K - $390K
|
4.86K
$230K
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
8.8KNew |
$351K - $406K
|
8.8K
$416K
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-20.4K- 21.37% |
$814K - $942K
|
75.2K
$3.55M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$904K - $1.05M
|
22.7K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44.2K- 97.77% |
$1.76M - $2.04M
|
1.01K
$47.6K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3K- 12.41% |
$120K - $138K
|
21.2K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 10.66% |
$412K - $476K
|
107K
$5.06M
|