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 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-608- 4.37% |
$27.8K - $31.5K
|
13.3K
$711K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.01K- 19.78% |
$275K - $311K
|
24.4K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.34K- 4.41% |
$107K - $121K
|
50.8K
$2.71M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42.1K+ 8213.26% |
$1.93M - $2.18M
|
42.6K
$2.28M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-327- 2.19% |
$15K - $16.9K
|
14.6K
$779K
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.2K+ 4.47% |
$100K - $114K
|
51.3K
$2.74M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8.23KNew |
$376K - $426K
|
8.23K
$440K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.7KNew |
$673K - $761K
|
14.7K
$786K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.59K- 61.16% |
$210K - $237K
|
2.91K
$156K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45K+ 5.91% |
$66.2K - $75K
|
26K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.1K- 11.56% |
$142K - $160K
|
23.7K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$210K - $238K
|
4.6K
$246K
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
370+ 3.49% |
$16.9K - $19.1K
|
11K
$587K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
207K+ 5.13% |
$9.46M - $10.7M
|
4.24M
$226M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.7K+ 28.49% |
$1.68M - $1.9M
|
166K
$8.85M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-5K- 50.0% |
$229K - $259K
|
5K
$267K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-419- 1.26% |
$19.2K - $21.7K
|
33K
$1.76M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-91- 0.98% |
$4.16K - $4.71K
|
9.18K
$491K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.43K- 11.09% |
$111K - $125K
|
19.4K
$1.04M
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.11K+ 41.09% |
$417K - $471K
|
31.3K
$1.67M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.15K+ 3.55% |
$373K - $422K
|
238K
$12.7M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.68K- 4.07% |
$168K - $190K
|
86.6K
$4.63M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-250- 25.0% |
$11.4K - $12.9K
|
750
$40.1K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 0.11% |
$229 - $259
|
4.67K
$249K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.4K- 25.06% |
$886K - $1M
|
58K
$3.1M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27.6K+ 95.58% |
$1.26M - $1.43M
|
56.4K
$3.01M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.57K- 4.99% |
$255K - $288K
|
106K
$5.67M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.17% |
$45.7 - $51.7
|
595
$31.8K
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
47.1K+ 53.4% |
$2.15M - $2.44M
|
135K
$7.23M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-533- 0.04% |
$24.4K - $27.6K
|
1.25M
$66.7M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.9K+ 41.47% |
$2.92M - $3.3M
|
218K
$11.6M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.44KNew |
$249K - $281K
|
5.44K
$291K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50.3K+ 3.03% |
$2.3M - $2.6M
|
1.71M
$91.5M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.5KNew |
$1.17M - $1.32M
|
25.5K
$1.36M
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.6KNew |
$119K - $134K
|
2.6K
$139K
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2.17K+ 30.22% |
$99.3K - $112K
|
9.35K
$500K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.97K+ 32.17% |
$136K - $154K
|
12.2K
$652K
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.41KNew |
$384K - $435K
|
8.41K
$449K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
850K+ 79.72% |
$38.8M - $43.9M
|
1.92M
$102M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$758K - $857K
|
16.6K
$885K
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-10.1K- 2.62% |
$463K - $523K
|
376K
$20.1M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20K- 10.16% |
$914K - $1.03M
|
177K
$9.44M
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-16.1K- 54.5% |
$734K - $831K
|
13.4K
$717K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
41.2KNew |
$1.89M - $2.13M
|
41.2K
$2.2M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.23M- 45.51% |
$56.2M - $63.6M
|
1.47M
$78.7M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.4K+ 19.56% |
$2.17M - $2.45M
|
289K
$15.5M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-7.47K- 3.92% |
$341K - $386K
|
183K
$9.78M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19M+ 225.92% |
$54.5M - $61.7M
|
1.72M
$91.9M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.9K+ 107.72% |
$3.52M - $3.98M
|
148K
$7.92M
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-647- 5.5% |
$29.6K - $33.5K
|
11.1K
$594K
|