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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.08KClosed |
$2.89M - $3.39M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-12.3KClosed |
$3.91M - $4.59M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
45New |
$14.3K - $16.8K
|
45
$2.24K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15Closed |
$4.78K - $5.61K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29.8KClosed |
$9.49M - $11.1M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-4.79KClosed |
$1.53M - $1.79M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
SELL
|
- |
-5.85KClosed |
$1.86M - $2.18M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.19KClosed |
$380K - $446K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-9- 1.23% |
$2.96K - $3.36K
|
723
$36K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3Closed |
$986 - $1.12K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-94Closed |
$30.9K - $35.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.65KClosed |
$2.51M - $2.85M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.56% |
$329 - $373
|
40
$1.99K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-67Closed |
$22K - $25K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-330Closed |
$108K - $123K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6Closed |
$1.97K - $2.24K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-46Closed |
$15.1K - $17.2K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-7Closed |
$2.3K - $2.61K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-129Closed |
$42.4K - $48.1K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-37Closed |
$12.2K - $13.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.5KClosed |
$491K - $523K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8- 0.83% |
$2.62K - $2.79K
|
957
$47.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-20Closed |
$6.54K - $6.98K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-9Closed |
$2.94K - $3.14K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-182Closed |
$54.6K - $59.2K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-137Closed |
$41.1K - $44.6K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
152New |
$45.6K - $49.5K
|
152
$7.57K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-62Closed |
$18.6K - $20.2K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-832Closed |
$249K - $271K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-58Closed |
$17.4K - $18.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-283Closed |
$84.8K - $92.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
706New |
$212K - $230K
|
706
$35.2K
|
|
|
Jul 15, 2021
Q2 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-963Closed |
$289K - $313K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-14.5KClosed |
$4.07M - $4.33M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4New |
$1.12K - $1.2K
|
4
$199
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.29KClosed |
$1.77M - $1.88M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-73Closed |
$20.5K - $21.8K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-82Closed |
$23K - $24.5K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-45Closed |
$12.6K - $13.5K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-31.2KClosed |
$8.77M - $9.34M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-250Closed |
$70.3K - $74.8K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$28.1K - $29.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-17.2KClosed |
$4.34M - $4.91M
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-80Closed |
$20.2K - $22.9K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-6.65KClosed |
$1.68M - $1.9M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.03KClosed |
$260K - $295K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.42KClosed |
$1.12M - $1.26M
|
0
$0
|
|