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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-25.9K- 56.95% |
$1.1M - $1.24M
|
19.6K
$976K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
266K+ 30.39% |
$11.3M - $12.8M
|
1.14M
$56.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
446New |
$19K - $21.4K
|
446
$22.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22.1KNew |
$939K - $1.06M
|
22.1K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48K+ 20.43% |
$2.04M - $2.3M
|
283K
$14.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
100+ 1.07% |
$4.25K - $4.8K
|
9.45K
$471K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-651- 9.74% |
$27.7K - $31.2K
|
6.04K
$301K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-207- 1.13% |
$8.81K - $9.93K
|
18.2K
$906K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.03K- 1.3% |
$43.7K - $49.3K
|
77.9K
$3.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
73.8K+ 84.76% |
$3.14M - $3.54M
|
161K
$8.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.34K- 15.53% |
$57.1K - $64.4K
|
7.31K
$364K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.45K- 12.29% |
$359K - $405K
|
60.3K
$3M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-125- 1.45% |
$5.32K - $6K
|
8.53K
$425K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
120+ 0.9% |
$5.1K - $5.76K
|
13.5K
$670K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-712- 1.46% |
$30.3K - $34.2K
|
48.2K
$2.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
382+ 4.05% |
$16.3K - $18.3K
|
9.81K
$488K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 67.86% |
$808 - $911
|
47
$2.34K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.31K+ 22.09% |
$55.6K - $62.7K
|
7.23K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.33K- 11.24% |
$56.6K - $63.8K
|
10.5K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-127- 1.1% |
$5.4K - $6.09K
|
11.4K
$569K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-26.6K- 84.19% |
$1.13M - $1.28M
|
5K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-333- 5.32% |
$14.2K - $16K
|
5.93K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.36K- 3.12% |
$228K - $257K
|
167K
$8.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.1K+ 53.8% |
$47K - $53K
|
3.16K
$157K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.76K+ 5.28% |
$74.9K - $84.4K
|
35.1K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
923+ 5.77% |
$39.3K - $44.3K
|
16.9K
$843K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
43+ 81.13% |
$1.83K - $2.06K
|
96
$4.78K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27K+ 101.88% |
$1.15M - $1.3M
|
53.6K
$2.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
340+ 680.0% |
$14.5K - $16.3K
|
390
$19.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-413- 4.86% |
$17.6K - $19.8K
|
8.09K
$403K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
31.3K+ 12.39% |
$1.33M - $1.5M
|
284K
$14.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14.6K+ 51.83% |
$622K - $701K
|
42.8K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.26K+ 2175.0% |
$96.2K - $109K
|
2.37K
$118K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26K- 16.69% |
$1.11M - $1.25M
|
130K
$6.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
60.4K+ 14.71% |
$2.57M - $2.9M
|
471K
$23.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-86K- 47.44% |
$3.66M - $4.13M
|
95.3K
$4.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-3.65K- 34.05% |
$155K - $175K
|
7.07K
$352K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
38KNew |
$1.61M - $1.82M
|
38K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
14.5KNew |
$619K - $697K
|
14.5K
$724K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26K+ 10.55% |
$53.6K - $60.4K
|
13.2K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.23K+ 12.17% |
$137K - $155K
|
29.8K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
944+ 2.48% |
$40.2K - $45.3K
|
38.9K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.77K+ 23.49% |
$203K - $229K
|
25K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.28K- 3.06% |
$54.6K - $61.6K
|
40.7K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
765+ 13.91% |
$32.5K - $36.7K
|
6.27K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-17.1K- 33.83% |
$727K - $820K
|
33.4K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
18+ 0.18% |
$766 - $863
|
10.1K
$504K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
285+ 5.46% |
$12.1K - $13.7K
|
5.51K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.17KNew |
$262K - $296K
|
6.17K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-292K- 89.12% |
$12.4M - $14M
|
35.6K
$1.78M
|