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 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
235KNew |
$10.7M - $12.2M
|
235K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6.72K+ 8.0% |
$307K - $348K
|
90.7K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.8KNew |
$1.73M - $1.96M
|
37.8K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-798- 13.35% |
$36.5K - $41.3K
|
5.18K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
54.4KNew |
$2.49M - $2.81M
|
54.4K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.11KNew |
$50.8K - $57.5K
|
1.11K
$59.4K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.88KNew |
$223K - $252K
|
4.88K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.8M- 96.78% |
$220M - $248M
|
160K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.7K+ 28.99% |
$2.23M - $2.52M
|
217K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
9.48KNew |
$434K - $491K
|
9.48K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.99K+ 413.46% |
$183K - $207K
|
4.96K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.25K- 3.98% |
$57K - $64.5K
|
30K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45.4KClosed |
$2.08M - $2.35M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 72.05% |
$519K - $588K
|
4.41K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.76K+ 1.24% |
$126K - $143K
|
226K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
530+ 6.77% |
$24.2K - $27.4K
|
8.36K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.55K- 8.41% |
$117K - $132K
|
27.8K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-300- 5.29% |
$13.7K - $15.5K
|
5.37K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10New |
$457 - $517
|
10
$534
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-41.4K- 90.34% |
$1.89M - $2.14M
|
4.43K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 444.58% |
$6.83M - $7.72M
|
183K
$9.77M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
16.9K+ 69.76% |
$771K - $872K
|
41K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-494- 33.07% |
$22.6K - $25.6K
|
1K
$53.4K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-853- 7.24% |
$39K - $44.1K
|
10.9K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.2K+ 12.79% |
$54.8K - $62K
|
10.6K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-33.2K- 34.96% |
$1.52M - $1.72M
|
61.7K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.15K+ 572.5% |
$52.3K - $59.2K
|
1.35K
$71.9K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74K+ 10.72% |
$3.38M - $3.83M
|
764K
$40.8M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.09% |
$183 - $207
|
4.62K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.72K+ 22.12% |
$170K - $192K
|
20.5K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
365+ 960.53% |
$16.7K - $18.9K
|
403
$21.5K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 67.11% |
$64.4K - $72.8K
|
690
$36.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-156K- 4.56% |
$7.14M - $8.07M
|
3.27M
$175M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
98.2K+ 417.81% |
$4.49M - $5.08M
|
122K
$6.51M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74+ 1.47% |
$3.38K - $3.83K
|
5.1K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
207KNew |
$9.46M - $10.7M
|
207K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.1K- 1.88% |
$50.5K - $57.1K
|
57.5K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-776K- 92.61% |
$35.5M - $40.1M
|
61.9K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
337+ 2.04% |
$15.4K - $17.4K
|
16.8K
$900K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43.4K- 4.43% |
$1.99M - $2.25M
|
936K
$50M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-872- 2.25% |
$39.9K - $45.1K
|
37.9K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-97- 13.72% |
$4.43K - $5.02K
|
610
$32.6K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.74KNew |
$125K - $142K
|
2.74K
$146K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 5.43% |
$229 - $259
|
97
$5.18K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-36.3K- 3.76% |
$1.66M - $1.88M
|
929K
$49.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.1KNew |
$506K - $573K
|
11.1K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 0.1% |
$47.5K - $53.7K
|
1.01M
$53.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.96KNew |
$364K - $412K
|
7.96K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
720+ 12.3% |
$32.9K - $37.2K
|
6.58K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-202K- 8.12% |
$9.25M - $10.5M
|
2.29M
$122M
|