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 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-349- 3.8% |
$12.9K - $14.8K
|
8.83K
$418K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.47K- 5.91% |
$54.2K - $62K
|
23.3K
$1.1M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.58K- 99.77% |
$95.3K - $109K
|
6
$284
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
11.7KNew |
$431K - $493K
|
11.7K
$552K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
319+ 21.7% |
$11.8K - $13.5K
|
1.79K
$84.7K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.34KNew |
$198K - $226K
|
5.34K
$253K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.78K- 15.68% |
$140K - $160K
|
20.3K
$962K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.34K+ 36.25% |
$49.7K - $56.8K
|
5.05K
$239K
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
24+ 0.14% |
$888 - $1.01K
|
17K
$806K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-688- 7.12% |
$25.5K - $29.1K
|
8.97K
$425K
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
71.4K+ 944.45% |
$2.64M - $3.02M
|
78.9K
$3.74M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
849+ 1.1% |
$31.4K - $35.9K
|
77.8K
$3.68M
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-53.1K- 51.81% |
$1.96M - $2.24M
|
49.4K
$2.34M
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
4.37K+ 8.24% |
$162K - $185K
|
57.4K
$2.72M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
94+ 0.7% |
$3.48K - $3.98K
|
13.4K
$636K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.08K- 2.66% |
$40K - $45.8K
|
39.6K
$1.87M
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-259- 0.75% |
$9.59K - $11K
|
34.1K
$1.61M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.29K- 9.62% |
$47.7K - $54.5K
|
12.1K
$573K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48.1K+ 48.61% |
$1.78M - $2.03M
|
147K
$6.95M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29K- 6.92% |
$1.07M - $1.23M
|
390K
$18.5M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-170K- 98.92% |
$6.27M - $7.17M
|
1.86K
$87.8K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.2K- 10.08% |
$44.5K - $50.8K
|
10.7K
$507K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.9K- 23.45% |
$1.14M - $1.31M
|
101K
$4.77M
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.9KNew |
$181K - $207K
|
4.9K
$232K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.06K- 1.58% |
$39.3K - $45K
|
66.1K
$3.13M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51.6K+ 57.37% |
$1.91M - $2.18M
|
142K
$6.7M
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
334+ 3.06% |
$12.4K - $14.1K
|
11.2K
$532K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$5.55K - $6.34K
|
150
$7.1K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
77.4K+ 9.8% |
$2.86M - $3.27M
|
867K
$41.1M
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.86KNew |
$180K - $205K
|
4.86K
$230K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
583+ 1.05% |
$21.6K - $24.7K
|
56K
$2.65M
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.76K- 21.49% |
$102K - $117K
|
10.1K
$477K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.61K+ 0.28% |
$59.7K - $68.3K
|
585K
$27.7M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.26K- 15.88% |
$269K - $307K
|
38.5K
$1.82M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.05% |
$296 - $338
|
17.2K
$815K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
52.4KNew |
$1.94M - $2.22M
|
52.4K
$2.48M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
231KNew |
$8.56M - $9.78M
|
231K
$10.9M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.95K+ 1.29% |
$72.3K - $82.6K
|
154K
$7.28M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.3KNew |
$1.12M - $1.28M
|
30.3K
$1.43M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25KNew |
$925K - $1.06M
|
25K
$1.18M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37.5K+ 17.27% |
$1.39M - $1.58M
|
254K
$12M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
32.1KNew |
$1.19M - $1.36M
|
32.1K
$1.52M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.04% |
$444 - $507
|
32.8K
$1.55M
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.63K- 2.2% |
$60.3K - $68.8K
|
72.3K
$3.42M
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.55K+ 412.23% |
$57.4K - $65.5K
|
1.93K
$91.2K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.25K- 4.8% |
$231K - $264K
|
124K
$5.87M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.3K+ 43.02% |
$2.79M - $3.18M
|
250K
$11.8M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155+ 2.88% |
$5.74K - $6.55K
|
5.53K
$262K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
475+ 1.13% |
$17.6K - $20.1K
|
42.7K
$2.02M
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.17% |
$777 - $888
|
12.2K
$577K
|