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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
60.8K+ 286.58% |
$2.59M - $2.92M
|
82K
$4.09M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 2.86% |
$3.19K - $3.6K
|
2.7K
$135K
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-18K- 43.11% |
$768K - $866K
|
23.8K
$1.19M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-797- 4.98% |
$33.9K - $38.2K
|
15.2K
$757K
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
31.1KNew |
$1.32M - $1.49M
|
31.1K
$1.55M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.12% |
$42.5 - $48
|
819
$40.8K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.89K+ 17.55% |
$293K - $331K
|
46.2K
$2.3M
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3.94K+ 36.53% |
$167K - $189K
|
14.7K
$733K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.56K- 1.25% |
$66.1K - $74.6K
|
122K
$6.1M
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-219- 3.18% |
$9.32K - $10.5K
|
6.67K
$332K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 18.7% |
$58.6K - $66.1K
|
8.75K
$436K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.75KNew |
$117K - $132K
|
2.75K
$137K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 20.61% |
$481K - $543K
|
66.2K
$3.3M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.8K- 27.46% |
$715K - $806K
|
44.4K
$2.21M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-74- 1.53% |
$3.15K - $3.55K
|
4.76K
$237K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
158K+ 17.0% |
$6.71M - $7.56M
|
1.09M
$54.1M
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.9K+ 222.73% |
$208K - $235K
|
7.1K
$354K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
536+ 0.51% |
$22.8K - $25.7K
|
106K
$5.3M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-12.8K- 57.96% |
$545K - $614K
|
9.28K
$462K
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
997+ 12.53% |
$42.4K - $47.8K
|
8.96K
$446K
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.39K+ 15.23% |
$102K - $115K
|
18.1K
$900K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74K- 13.52% |
$3.15M - $3.55M
|
473K
$23.6M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.44K+ 22.78% |
$189K - $213K
|
23.9K
$1.19M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-136K- 96.43% |
$5.78M - $6.52M
|
5.03K
$251K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27.8K+ 39.14% |
$1.18M - $1.33M
|
98.8K
$4.92M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28K- 17.36% |
$1.19M - $1.34M
|
133K
$6.65M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
999+ 7.32% |
$42.5K - $47.9K
|
14.6K
$729K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 36.7% |
$1.7K - $1.92K
|
69
$3.44K
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-153- 0.94% |
$6.51K - $7.34K
|
16.1K
$801K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.6K- 9.48% |
$791K - $892K
|
177K
$8.84M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-373- 1.17% |
$15.9K - $17.9K
|
31.6K
$1.57M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
221+ 1.8% |
$9.4K - $10.6K
|
12.5K
$623K
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.2KNew |
$989K - $1.11M
|
23.2K
$1.16M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-51- 1.05% |
$2.17K - $2.45K
|
4.82K
$240K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.21KNew |
$307K - $346K
|
7.21K
$359K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.1KNew |
$132K - $149K
|
3.1K
$154K
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-44- 0.09% |
$1.87K - $2.11K
|
49.7K
$2.48M
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-506- 1.53% |
$21.5K - $24.3K
|
32.6K
$1.62M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
998New |
$42.5K - $47.9K
|
998
$49.7K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.26K+ 17.9% |
$309K - $348K
|
47.8K
$2.38M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.08K+ 50.63% |
$344K - $387K
|
24K
$1.2M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.77KNew |
$245K - $277K
|
5.77K
$287K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-74- 1.09% |
$3.15K - $3.55K
|
6.7K
$333K
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.52K+ 3.86% |
$64.7K - $72.9K
|
40.9K
$2.04M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
979+ 0.64% |
$41.6K - $47K
|
155K
$7.71M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-76K- 18.63% |
$3.23M - $3.65M
|
332K
$16.5M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.2K- 55.41% |
$1.24M - $1.4M
|
23.5K
$1.17M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.15% |
$766 - $863
|
12.2K
$609K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-447- 95.51% |
$19K - $21.4K
|
21
$1.05K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
901+ 0.57% |
$38.3K - $43.2K
|
160K
$7.99M
|