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 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.15KNew |
$228K - $260K
|
6.15K
$291K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
265K+ 2582.79% |
$9.79M - $11.2M
|
275K
$13M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.97KNew |
$72.9K - $83.3K
|
1.97K
$93.3K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.7K+ 3.28% |
$248K - $283K
|
211K
$9.97M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.11K- 19.18% |
$152K - $174K
|
17.3K
$819K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42K+ 1321.21% |
$1.56M - $1.78M
|
45.2K
$2.14M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
114+ 1.3% |
$4.22K - $4.82K
|
8.87K
$420K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.15K+ 11.63% |
$265K - $302K
|
68.6K
$3.25M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.9K- 18.5% |
$811K - $927K
|
96.5K
$4.57M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.4K+ 15.36% |
$570K - $652K
|
116K
$5.48M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.7K+ 19.86% |
$2.43M - $2.78M
|
397K
$18.8M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12.1KNew |
$448K - $512K
|
12.1K
$573K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.4K+ 35.02% |
$830K - $948K
|
86.4K
$4.09M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.24K+ 10.87% |
$231K - $264K
|
63.6K
$3.01M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 19.48% |
$77.1K - $88K
|
12.8K
$605K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.6K+ 182.09% |
$281K - $321K
|
11.8K
$557K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.32KNew |
$197K - $225K
|
5.32K
$252K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.03MNew |
$38.2M - $43.7M
|
1.03M
$48.9M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.38KNew |
$236K - $270K
|
6.38K
$302K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59K+ 39.0% |
$2.18M - $2.49M
|
210K
$9.95M
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
386KNew |
$14.3M - $16.3M
|
386K
$18.3M
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
651+ 2.51% |
$24.1K - $27.5K
|
26.6K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.3KNew |
$493K - $563K
|
13.3K
$630K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 9.55% |
$382K - $437K
|
118K
$5.61M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
21.9K+ 72.84% |
$810K - $925K
|
51.9K
$2.46M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.31KNew |
$234K - $267K
|
6.31K
$299K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.8K+ 85.75% |
$805K - $920K
|
47.1K
$2.23M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4K+ 137.46% |
$532K - $608K
|
24.9K
$1.18M
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-55- 0.48% |
$2.04K - $2.33K
|
11.4K
$540K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-20.9K- 97.66% |
$775K - $886K
|
501
$23.7K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
150+ 1.63% |
$5.55K - $6.34K
|
9.35K
$443K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
132K+ 22.37% |
$4.9M - $5.6M
|
724K
$34.3M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
235K+ 13.3% |
$8.7M - $9.94M
|
2M
$94.8M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.85K+ 1.15% |
$68.5K - $78.3K
|
163K
$7.71M
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
30.2K+ 14.69% |
$1.12M - $1.28M
|
236K
$11.2M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147K+ 705.74% |
$5.43M - $6.2M
|
167K
$7.93M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
222K+ 26.24% |
$8.21M - $9.38M
|
1.07M
$50.5M
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.61K+ 4.87% |
$96.4K - $110K
|
56.1K
$2.66M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
102New |
$3.78K - $4.31K
|
102
$4.83K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17.5K- 18.38% |
$648K - $740K
|
77.7K
$3.68M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.2KNew |
$1.01M - $1.15M
|
27.2K
$1.29M
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
4.96KNew |
$184K - $210K
|
4.96K
$235K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-80- 4.62% |
$2.96K - $3.38K
|
1.65K
$78.1K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.23M+ 22.23% |
$45.7M - $52.2M
|
6.79M
$321M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28K+ 266.06% |
$1.03M - $1.18M
|
38.5K
$1.82M
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-186K- 46.95% |
$6.87M - $7.85M
|
210K
$9.92M
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
5KNew |
$185K - $211K
|
5K
$237K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.75K- 43.32% |
$250K - $286K
|
8.83K
$418K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.69K- 18.55% |
$62.4K - $71.3K
|
7.41K
$351K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1+ 0.01% |
$37 - $42.3
|
16.8K
$797K
|