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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-77.7K- 3.1% |
$3.18M - $4.05M
|
2.43M
$130M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 0.5% |
$1.68K - $2.14K
|
8.22K
$439K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
38New |
$1.56K - $1.98K
|
38
$2.03K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
48.7KNew |
$2M - $2.54M
|
48.7K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.26KNew |
$174K - $222K
|
4.26K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.92K+ 21.88% |
$78.4K - $99.8K
|
10.7K
$570K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
90+ 0.79% |
$3.68K - $4.69K
|
11.6K
$617K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.27K+ 10.4% |
$175K - $223K
|
45.3K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.44K+ 30.33% |
$59.1K - $75.2K
|
6.2K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-796- 4.67% |
$32.6K - $41.5K
|
16.3K
$869K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
271+ 1.19% |
$11.1K - $14.1K
|
23K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23K- 82.76% |
$940K - $1.2M
|
4.79K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
21.2K+ 68.91% |
$868K - $1.1M
|
51.9K
$2.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.91K- 10.06% |
$201K - $256K
|
43.9K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.01K+ 122.67% |
$369K - $469K
|
16.4K
$874K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.7K+ 37.02% |
$889K - $1.13M
|
80.4K
$4.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.18K- 13.16% |
$212K - $270K
|
34.1K
$1.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9.24KNew |
$378K - $482K
|
9.24K
$494K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15.4KNew |
$632K - $805K
|
15.4K
$825K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.51K+ 54.74% |
$103K - $131K
|
7.09K
$379K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-281- 35.61% |
$11.5K - $14.6K
|
508
$27.1K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
14.3K+ 150.21% |
$584K - $743K
|
23.8K
$1.27M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6.72K- 10.93% |
$275K - $350K
|
54.7K
$2.92M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.1K+ 24.77% |
$659K - $839K
|
81.1K
$4.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
11.9K+ 62.16% |
$486K - $618K
|
30.9K
$1.65M
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-32.7K- 13.92% |
$1.49M - $1.69M
|
202K
$10.8M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
20.7K+ 353.49% |
$945K - $1.07M
|
26.5K
$1.42M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
304K+ 2575.29% |
$13.9M - $15.7M
|
316K
$16.9M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
19New |
$869 - $983
|
19
$1.02K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-760- 16.36% |
$34.7K - $39.3K
|
3.89K
$208K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3K+ 35.71% |
$137K - $155K
|
11.4K
$609K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
259K+ 606.42% |
$11.8M - $13.4M
|
301K
$16.1M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.6KNew |
$256K - $290K
|
5.6K
$299K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300+ 3.62% |
$13.7K - $15.5K
|
8.59K
$459K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.4K+ 233.72% |
$1.94M - $2.19M
|
60.5K
$3.23M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.24KNew |
$331K - $374K
|
7.24K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-30.9K- 61.09% |
$1.41M - $1.6M
|
19.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.22K+ 39.07% |
$101K - $115K
|
7.89K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.17KNew |
$145K - $164K
|
3.17K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 27.77% |
$51.3K - $58.1K
|
5.17K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.84KNew |
$221K - $250K
|
4.84K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.3K+ 1.92% |
$1.07M - $1.21M
|
1.23M
$65.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
171K+ 2.46% |
$7.84M - $8.87M
|
7.14M
$382M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.54K+ 144.81% |
$207K - $235K
|
7.67K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-56- 9.89% |
$2.56K - $2.9K
|
510
$27.2K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-378- 3.43% |
$17.3K - $19.6K
|
10.7K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.6K- 59.1% |
$1.21M - $1.37M
|
18.4K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.3K- 6.09% |
$1.57M - $1.78M
|
529K
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
127K+ 1902.14% |
$5.8M - $6.57M
|
134K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
76.6K+ 16.79% |
$3.5M - $3.96M
|
533K
$28.5M
|
|