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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
889New |
$37.8K - $42.6K
|
889
$44.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7+ 0.05% |
$298 - $336
|
15.6K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.5K- 53.61% |
$1.21M - $1.37M
|
24.7K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12KNew |
$511K - $576K
|
12K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 131.52% |
$944K - $1.06M
|
39K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-158- 21.01% |
$6.72K - $7.58K
|
594
$29.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.1KNew |
$641K - $723K
|
15.1K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-190- 4.12% |
$8.08K - $9.11K
|
4.42K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8.45KNew |
$359K - $405K
|
8.45K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
16.5KNew |
$700K - $789K
|
16.5K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.8KNew |
$1.31M - $1.48M
|
30.8K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
384K+ 7.24% |
$16.3M - $18.4M
|
5.68M
$283M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.88K+ 14.14% |
$123K - $138K
|
23.3K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.2K- 67.88% |
$861K - $970K
|
9.57K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
30.9K+ 197.67% |
$1.32M - $1.48M
|
46.6K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$508K - $572K
|
11.9K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.1K+ 3.2% |
$1.79M - $2.02M
|
1.36M
$67.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
250+ 2.84% |
$10.6K - $12K
|
9.05K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.3KNew |
$695K - $784K
|
16.3K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.8K+ 257.53% |
$1.27M - $1.43M
|
41.3K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.43K+ 10.32% |
$188K - $212K
|
47.3K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.3KNew |
$97.8K - $110K
|
2.3K
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
158K+ 19.29% |
$6.74M - $7.6M
|
980K
$48.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
31.8KNew |
$1.35M - $1.52M
|
31.8K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 18.12% |
$52.9K - $59.6K
|
5.62K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
787+ 1.38% |
$33.5K - $37.8K
|
57.8K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
91.2KNew |
$3.88M - $4.37M
|
91.2K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-75- 0.05% |
$3.19K - $3.6K
|
164K
$8.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.52K- 4.72% |
$64.8K - $73.1K
|
30.8K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-7.43K- 3.78% |
$316K - $356K
|
189K
$9.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
80.2KNew |
$3.41M - $3.85M
|
80.2K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
382+ 3.31% |
$16.3K - $18.3K
|
11.9K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.43K- 4.66% |
$60.7K - $68.5K
|
29.2K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-534- 41.78% |
$22.7K - $25.6K
|
744
$37.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.14K+ 23.26% |
$91K - $103K
|
11.3K
$565K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.78K+ 5.08% |
$118K - $133K
|
57.5K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 5.36% |
$3.62K - $4.08K
|
1.67K
$83.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-479K- 32.45% |
$20.4M - $23M
|
996K
$49.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-902- 6.27% |
$38.4K - $43.3K
|
13.5K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.7K+ 14.59% |
$1.56M - $1.76M
|
288K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.3KNew |
$183K - $206K
|
4.3K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.09KNew |
$216K - $244K
|
5.09K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.15K- 0.59% |
$48.8K - $55K
|
192K
$9.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
58.9K+ 11.91% |
$2.5M - $2.82M
|
553K
$27.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
600New |
$25.5K - $28.8K
|
600
$29.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-44.3K- 61.95% |
$1.88M - $2.13M
|
27.2K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.49K+ 195.31% |
$404K - $455K
|
14.4K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
17.5K+ 99.14% |
$744K - $839K
|
35.1K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.4K+ 84.34% |
$825K - $930K
|
42.4K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
302+ 0.48% |
$12.8K - $14.5K
|
62.9K
$3.13M
|