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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-129Closed |
$42.4K - $48.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.5KClosed |
$491K - $523K
|
0
$0
|
|
|
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
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
152New |
$45.6K - $49.5K
|
152
$8.12K
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-137Closed |
$41.1K - $44.6K
|
0
$0
|
|
|
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 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
706New |
$212K - $230K
|
706
$37.7K
|
|
|
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
$214
|
|
|
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
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.7KClosed |
$681K - $770K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.25KClosed |
$569K - $644K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-76Closed |
$19.2K - $21.7K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-104Closed |
$26.3K - $29.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.72KClosed |
$413K - $489K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-83Closed |
$19.9K - $23.6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50- 33.33% |
$9.4K - $12.1K
|
100
$5.34K
|
|
|
Aug 14, 2020
Q2 2020
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-16.8KClosed |
$3.16M - $4.08M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
157New |
$29.5K - $38.1K
|
157
$8.39K
|
|
|
Jul 27, 2020
Q2 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-819Closed |
$154K - $199K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.75KClosed |
$1.08M - $1.4M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$172 - $249
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-23.5KClosed |
$4.04M - $5.85M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-225Closed |
$38.7K - $56K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-863Closed |
$148K - $215K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.57KClosed |
$269K - $389K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.01KClosed |
$174K - $251K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-60Closed |
$10.3K - $14.9K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-902Closed |
$155K - $224K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
SELL
|
- |
-2.02KClosed |
$348K - $503K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.95KNew |
$609K - $692K
|
2.95K
$158K
|
|
|
Feb 14, 2020
Q4 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-600Closed |
$124K - $141K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-92Closed |
$19K - $21.6K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.5KClosed |
$309K - $351K
|
0
$0
|
|