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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.37K+ 18.62% |
$96.9K - $123K
|
15.1K
$805K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 44.59% |
$1.9M - $2.41M
|
150K
$8.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.2K- 42.72% |
$213K - $271K
|
6.97K
$373K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.6K+ 3.88% |
$188K - $240K
|
123K
$6.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
1.71K+ 4.91% |
$69.9K - $89K
|
36.5K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-782- 12.43% |
$32K - $40.7K
|
5.51K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 47.41% |
$45K - $57.3K
|
1.22K
$65.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.93KNew |
$161K - $205K
|
3.93K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-6.25K- 11.62% |
$256K - $326K
|
47.6K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.1KNew |
$946K - $1.2M
|
23.1K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-547- 1.68% |
$22.4K - $28.5K
|
32K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
49.2K+ 142.08% |
$2.01M - $2.56M
|
83.8K
$4.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-767- 2.71% |
$31.4K - $40K
|
27.5K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.74K+ 96.62% |
$194K - $247K
|
9.65K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-111- 0.54% |
$4.54K - $5.78K
|
20.4K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
259New |
$10.6K - $13.5K
|
259
$13.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.17KNew |
$171K - $217K
|
4.17K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.1K- 13.96% |
$291K - $370K
|
43.8K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-298- 2.17% |
$12.2K - $15.5K
|
13.5K
$719K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.72K- 44.3% |
$234K - $298K
|
7.19K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
5.71KNew |
$234K - $298K
|
5.71K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-17.5K- 16.9% |
$717K - $913K
|
86.2K
$4.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.73K+ 59.95% |
$398K - $507K
|
26K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.98K+ 57.51% |
$122K - $155K
|
8.16K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 39.56% |
$631K - $803K
|
23.6K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.05K+ 66.43% |
$125K - $159K
|
7.65K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-23.7K- 73.7% |
$969K - $1.23M
|
8.44K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.9K+ 7919.9% |
$652K - $829K
|
16.1K
$861K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.44K- 15.14% |
$59K - $75.1K
|
8.08K
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
12+ 9.3% |
$491 - $625
|
141
$7.53K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
31.4K+ 35.69% |
$1.29M - $1.64M
|
120K
$6.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-107- 32.04% |
$4.38K - $5.57K
|
227
$12.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.9K- 16.06% |
$160K - $203K
|
20.4K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26.7K+ 66.85% |
$1.09M - $1.39M
|
66.6K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.12K+ 943.7% |
$46K - $58.5K
|
1.24K
$66.4K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-500- 16.13% |
$20.5K - $26.1K
|
2.6K
$139K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
5.52K+ 25.02% |
$226K - $288K
|
27.6K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11New |
$450 - $573
|
11
$588
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.03K+ 9.38% |
$206K - $262K
|
58.6K
$3.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.55KNew |
$309K - $393K
|
7.55K
$404K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.8K+ 58.72% |
$442K - $562K
|
29.2K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.27% |
$81.9 - $104
|
735
$39.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
118New |
$4.83K - $6.15K
|
118
$6.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18K+ 42.0% |
$738K - $939K
|
61K
$3.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.02% |
$1.6K - $2.03K
|
256K
$13.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
64.5K+ 53.3% |
$2.64M - $3.36M
|
186K
$9.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-34.1K- 84.83% |
$1.4M - $1.78M
|
6.1K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-135- 2.14% |
$5.53K - $7.03K
|
6.18K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.04K+ 12.14% |
$42.7K - $54.4K
|
9.64K
$515K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-1.77K- 4.59% |
$72.4K - $92.1K
|
36.7K
$1.96M
|