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 |
---|---|---|---|---|---|---|---|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
621+ 8.37% |
$23K - $26.3K
|
8.04K
$381K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.43KNew |
$53.1K - $60.6K
|
1.43K
$67.9K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.38KNew |
$199K - $227K
|
5.38K
$255K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$51.8K - $59.2K
|
1.4K
$66.3K
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.42K+ 25.04% |
$89.6K - $102K
|
12.1K
$572K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-96.6K- 89.87% |
$3.57M - $4.08M
|
10.9K
$515K
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.45K+ 70.86% |
$313K - $357K
|
20.4K
$964K
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
19.3KNew |
$713K - $814K
|
19.3K
$911K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 0.15% |
$333 - $381
|
5.82K
$276K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-181- 62.41% |
$6.7K - $7.65K
|
109
$5.16K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-118- 12.62% |
$4.37K - $4.99K
|
817
$38.7K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.19% |
$407 - $465
|
5.68K
$269K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
839+ 2.49% |
$31.1K - $35.5K
|
34.6K
$1.64M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$502K - $573K
|
13.6K
$642K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
17.6KNew |
$653K - $746K
|
17.6K
$835K
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
11KNew |
$407K - $465K
|
11K
$521K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.15K- 0.83% |
$79.6K - $90.9K
|
258K
$12.2M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.9K+ 25.47% |
$2.11M - $2.41M
|
280K
$13.3M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
6.74K+ 165.89% |
$249K - $285K
|
10.8K
$511K
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
13.2K+ 3.43% |
$488K - $558K
|
398K
$18.8M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.19K- 7.78% |
$81.1K - $92.7K
|
26K
$1.23M
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.66K- 12.56% |
$172K - $197K
|
32.4K
$1.53M
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
99.6KNew |
$3.69M - $4.21M
|
99.6K
$4.72M
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
200+ 3.53% |
$7.4K - $8.46K
|
5.87K
$278K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.38K+ 17.17% |
$125K - $143K
|
23.1K
$1.09M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
428+ 0.62% |
$15.8K - $18.1K
|
68.9K
$3.26M
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.73KNew |
$212K - $242K
|
5.73K
$271K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
581New |
$21.5K - $24.6K
|
581
$27.5K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
262K+ 59.33% |
$9.7M - $11.1M
|
704K
$33.3M
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$457K - $523K
|
12.4K
$585K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.41K+ 27.74% |
$200K - $229K
|
24.9K
$1.18M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.7K+ 7.28% |
$616K - $704K
|
246K
$11.6M
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43.1K+ 56.55% |
$1.6M - $1.82M
|
119K
$5.65M
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
36New |
$1.33K - $1.52K
|
36
$1.7K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.3K+ 20.89% |
$2.86M - $3.27M
|
448K
$21.2M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
222K+ 25.86% |
$8.23M - $9.4M
|
1.08M
$51.2M
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.84K- 2.26% |
$68K - $77.6K
|
79.4K
$3.76M
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30+ 0.08% |
$1.11K - $1.27K
|
38.5K
$1.82M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
157KNew |
$5.81M - $6.64M
|
157K
$7.44M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
67.7KNew |
$2.5M - $2.86M
|
67.7K
$3.2M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-502- 5.52% |
$18.6K - $21.2K
|
8.6K
$407K
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
8.45KNew |
$313K - $357K
|
8.45K
$400K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$375K - $428K
|
10.1K
$479K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.3K+ 1.99% |
$381K - $436K
|
528K
$25M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201New |
$7.44K - $8.5K
|
201
$9.52K
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
200+ 2.07% |
$7.4K - $8.46K
|
9.87K
$467K
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
63.5KNew |
$2.35M - $2.69M
|
63.5K
$3.01M
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
198+ 1.17% |
$7.33K - $8.37K
|
17.2K
$812K
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
478KNew |
$17.7M - $20.2M
|
478K
$22.6M
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.26K- 12.59% |
$83.8K - $95.7K
|
15.7K
$743K
|